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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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Aging

Every Exit Is An Entrance

Preparing for the Third Phase

“I feel like I’m molting,” I found myself saying to a friend earlier this week. Have you ever experienced that—you experience so many big changes in a compressed time period, that you feel like you’ve shed a layer of skin, or maybe two or three?

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Read moreEvery Exit Is An Entrance

Retirement Planning Exercise

Determining values & priorities

When working with clients beginning to think about retirement, it helps to clearly define both their financial needs AND their emotional needs. We use this table exercise to open the conversation regarding values, goals, barriers and support.

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Read moreRetirement Planning Exercise

Allowing Business Leaders to “Age Out” with Dignity

Do not dismiss our aging leaders

In this video, Galliard Institute founder Lisë Stewart calls attention to how we treat business leaders who are transitioning away or aging out of the business.

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Read moreAllowing Business Leaders to “Age Out” with Dignity

These Old Bones

Contemplating aging

When I get up in the morning, I creak. Seriously, I am like the tin man looking for his can of oil. My bones creak and groan and I have to unfurl myself slowly like old parchment left rolled up for too long.

Then, when I look in the mirror, I get a little shock… “Who is that person staring back at me?” When did my vibrant goddess self get replaced with this grey-haired woman with the soft jowl and crinkly Mrs. Santa Claus smile?

And, for that matter, where did I put my glasses and how come I can’t remember what I had for lunch yesterday? Worse yet, when did time speed up and doctors get so young?

As I contemplate the state of my own changing life, I know that I am not alone.

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Read moreThese Old Bones
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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