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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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Building Connections

Making Rain While The Sun Shines

5 Strategies for Sales Success

How do we keep our rainmaking up when the sunshine is calling us away from our keyboards and screens? What are best practices and tips that we can implement right now to stay on track? Here are five strategies we recommend.

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The 5 Cs of Effective Consulting

The power of connection

Ted leaned across the table and with a pleasant and eager smile, explained to his would-be client that he had a lot of experience and that he was passionate about this work. He talked about all the things that can go wrong in a family business and assured the client that he was there to help. He also showed the client a list of potential references and provided details about the types of projects he had worked on and the results he had been able to achieve.

The client, polite and thoughtful, listened patiently. He asked a few questions and talked sparingly about his business. He never mentioned his family. He never told his story or shared more than the most cursory aspects of life. An opportunity just passed us by…

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Read moreThe 5 Cs of Effective Consulting

Sifting Through the Noise

How to reach real customers practically, quickly and professionally

Learn about a great tool – Refer.com, and how you can use this unique program to make the most of your LinkedIn connections and grow your business.

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Read moreSifting Through the Noise

Don’t Miss the Significance of Engagement

Cultivating client retention

There’s a lot in print and on the web recently about the concept of “engagement” and how it applies in the sales process.

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Read moreDon’t Miss the Significance of Engagement

The Perils of Traditional Retirement

Warning, Gentlemen: Retirement May Be Harmful To Your Health!

Study after study indicates that traditional retirement (ceasing to work suddenly, devoting time to ‘leisure activities’) can have a highly negative impact on the physical and mental well-being of men, especially those who are entrepreneurial, self-employed and/or senior leaders in their organizations. Encouraging a traditional retirement for your clients, particularly male leaders, may be the worst course of action you can recommend.

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Read moreThe Perils of Traditional Retirement
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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