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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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  • About Us
  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
  • Training Calendar
  • Member Login
  • Member Account
  • Log Out

Exclusive Member Video

“Sam Says” – Part 2

Last week, we sent the first half of this video to members of the Galliard Family Business Advisor Institute: “Sam Says” – Part 1 – be sure to view that first!

In this Video:

  • Envisioning the future (and why not to ask about goals)
  • How to push the conversation out and work backwards
  • The problem with suggesting volunteer work
  • Unspoken aspects of getting older in the world of business
https://galliardinstitute.org/wp-content/uploads/2016/03/Sam-Says-2.mp4

Key questions to ask your clients:

  • “If you could envision the future by waving a magic wand, what would it look like?”
  • “What thoughts run through your head as you consider the future?”
  • “What are some of your concerns about the future?”
  • “What are some important skills that you don’t want to let slide?”
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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