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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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Exclusive Member Video

“Sam Says” – Part 1

So Sam, my client, says to me: “Well you know Lisë, at 75 years old, I’ve got more energy than all those 25-year-olds out there on the shop floor. Besides that, this company needs me – I’m not leaving this company – no way! In fact, if they want to get rid of me, they’re going to have to cart me out of here when I’m dead!”

In this Video:

  • Why you don’t need to talk about retirement (and what to ask instead)
  • When to use a focus group
  • What it means to “self-select” out of the business
  • Difference between mentoring and coaching
https://galliardinstitute.org/wp-content/uploads/2016/03/Sam-Says-1.mp4

Key questions to ask your clients:

  • “What would a real return on investment look like to you?”
  • “If this business could really reach its potential, what would that look like?”
  • “Who needs to know what you know?”
  • “How will you know that the next generation is ready to lead the company?”
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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