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Workforce Management

Articles, presentations, exercises, and materials related to workforce management.

Book Feature: Fragile Power

Dr. Paul L. Hokemeyer specializes in providing mental health services to ultra-high-net-worth individuals. As it turns out, many successful business owners find there are there are downsides to “having it all.” They often face these mental and emotional challenges alone, going through life with feelings of shame and insecurity that can manifest in addictions, chronic stress, anxiety and infidelity, to name a few common issues.

In Fragile Power, Dr. Hokemeyer invites readers to look beyond the gilded gate and celebrity sparkle to identify the often unmet human needs of this niche population. Family business advisors can learn to recognize the warning signs and connect clients to clinical help when necessary.

We’re excited to discuss this topic in March 2022 with Dr. Hokemeyer in an exclusive webinar for Galliard members. Don’t forget to sign up!

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Filed under: Professional Advisors, Resource Library, Workforce Management

The Changing World of Family Business

When technology and a younger generation lead a new world of business

Jason picks up the report sent to him from his company’s Family Business Advisor, Mike. The report has a lot of writing, with an executive summary, examples, some graphs, financial info and metrics. Jason, the soon to be company president, scans the first few lines, and then tosses the report on his desk, where in a day or so, it will be covered by junk mail, insurance notices and other rubbish.

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Read moreThe Changing World of Family Business
Filed under: Resource Library, Workforce Management

Your Trust Fund Can’t Do Your Parenting For You!

Working with high-net-worth parents

How you can help to guide the process and ensure the next generation is healthy, wealthy AND wise?!

Hear from Galliard FBA Institute Founder and Board Chair, Lisë Stewart, as she shares tips and techniques for working with wealthy families who want to raise children of character in an age of plenty.

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Read moreYour Trust Fund Can’t Do Your Parenting For You!
Filed under: Resource Library, Workforce Management

Coaching to the Family Business Group

Skills for emotionally charged conversations

Do you ever find yourself working in a group setting, such as a family meeting, where you need to utilize all your best coaching skills?

If you’d like to learn some tips and techniques from a group of experienced coaches, who often work in emotionally-charged family settings, check out this webinar recording with Galliard Founder Lisë Stewart and colleagues Kristen Ward and Andrew Powell as they discuss this important topic.

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Read moreCoaching to the Family Business Group
Filed under: Resource Library, Workforce Management

Impact of Psychological Capital

On level of engagement and intent to leave a company

Psychological capital (Psy Cap) can be best defined as an overall positive state of mind. There are four main aspects:  1) hope, 2) self-efficacy, 3) optimism and 4) resiliency.

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Read moreImpact of Psychological Capital
Filed under: Resource Library, Workforce Management
Photo by gdsteam: https://www.flickr.com/photos/gdsteam/14060922821

Change, Change, Change

Navigating individual, organizational, & cultural change

Maybe you’ve made some resolutions to make personal changes, or maybe you are experiencing significant change in your business life. Perhaps new leadership is driving change in a client’s organization, or changes in a client’s marketplace have led them to implement a new strategy or operating model. How are you working with clients working to create a cultural change?

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Read moreChange, Change, Change
Filed under: Resource Library, Workforce Management
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Browse by topic: professional advisors

Book Feature: Fragile Power

group of people in conference room

Introducing Peer Groups

The Connected Generation with Nike Anani

Enterprising Families Podcast with Tsitsi Mutendi

Strengthen Your Brand, Build Your Business

Introducing our new partners

Explore more topic areas in the Resource Library.

Browse by topic: succession planning

Pre-Succession Planning Exercises

Succession for Yourself

Unsticking Succession Planning

Succession Planning Worksheet

Grief in the planning process

Unsticking Succession Planning

What if things didn’t change?

Explore more topic areas in the Resource Library.

Browse by topic: workforce management

Finding the Right People

Happiness in the Workplace

People problems rarely “work themselves out”

Honor the Contributions of Next-Generation Leaders

Ali and the Disappearing Generation

Leadership Transition: the Good, the Bad & the Ugly

Dealing With Emotional Issues in Choosing a Successor

Explore more topic areas in the Resource Library.

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