Family Business Advisor Core

Anytime I go to a training / seminar / event, my goal is to take 1-3 things away that I can immediately start to use and incorporate in my life. This gave me far more both professionally and personally. Thank you!

I wish I had known about this group years ago. Much of what I learned in training affirmed that my training in social sciences has tremendous value when working with family business advising. FBA is a wonderful link between business and social sciences that more universities should make their students aware of to enhance student’s job prospects after graduation.

Anyone who is serious about working with family businesses and other professional in a team approach should attend this program.

I found this conference uniquely helpful to my practice development. I highly recommend it to those with a passion to help family-owned enterprises.

This is the first training I’ve taken that focuses on the psychology and personal dynamics, versus the business analytics aspect. I found the material extremely beneficial.

The Galliard Family Business Core Training offered much insight on how to approach the many family and closely held businesses that will be transitioning in the next few years. The Galliard national network is a key component to providing the services these companies need.

Lisë delivers a hands-on program that allows the participant to understand and participate regardless of the experience level. Her passion and dedication to small family business in incredible and infectious. Truly a professional and dynamic program.

I enjoyed going through the Harris Family case study as a team. I felt it really helped put the lessons of the session into practice.

For anyone who wishes to work with family businesses, this should be required training.

The Galliard approach to consulting with small firms, especially family-run businesses, goes beyond the superficial analysis of most approaches to achieve a deep understanding of the business and its ownership. I highly recommend their training.

Family Business Core Training provides several techniques for building trust with your client, in what can be a very sensitive situation. I know they will be helpful in coaching clients facing the transition of their business.

This training is a must for anyone working with family businesses. Very eye opening and lots of useful tools and takeaways. Lisë is an extraordinary facilitator and has a great depth of knowledge in this area. Thoroughly enjoyed our 2 days together!

Lisë delivers a very professional and real life training for advisors working with family business clients. She does an excellent job making participants feel comfortable with the process and relating to individuals at their level of development.

What I liked most about the Family Business Advisor Core Training Program was how the focus remained solidly on the client. By focusing the training on what the client needs to learn so they can grow their business and have increased success when passing it on to future generations, the Galliard Family Business Advisor Institute has created a win win for both the client and the advisor.

Not only does the program equip attendees with tools to better guide family businesses through difficult decisions and transitions, it also provides the chance to build relationships with other advisors who have many different skill sets but are all passionate about assisting family businesses.

The FBA Core training is a great first step in understanding the dynamics of consulting to family businesses. It covers topics that are often not talked about within family businesses or the skills are misapplied. Galliard FBA Core training brings an awareness of underlying issues consultants will face.

This workshop gave me great insight into family business issues with strategies and tactics to address them. I expected a fairly rigorous agenda and wasn’t disappointed.

Deep psychological constructs; new filters for difficult conversations. Lisë is a master consultant!

A well-balanced course that appeals to all learning styles! I particularly liked the amount of encouraged class participation, case work, idea sharing and in particular Lisë’s ability to add some customization to the areas that were of particular interest to our group. An amazing time. I can’t stop raving about it to members of my firm!

I learned several excellent tools for consulting and building trust with clients!

Lisë did a masterful job of covering a significant amount of material in a relatively short time. And she did so with grace and humor, and in a way that fully engaged the entire group.

The materials presented and knowledge gained will definitely enhance my abilities to more effectively interact with my clients.

This is definitely one of those stand out programs where the training and materials are wonderfully crafted. The most impactful learning provided during this program is the emphasis on soft skills that are critical to building trust with the client. Outstanding training for any staff person who sells, consults and interacts with a client.

The workshop was great. Full of useful information that can be applied to real life situations.

The FBAC Training really focuses on the core competencies for working with family businesses. The content is very valuable and the class interaction truly enriched the entire process. Lisë’s facilitation was outstanding and made for a very inspiring experience. I highly recommend this training.