Galliard Family Business Advisor Institute
Webinar recordings and playlists from the Galliard Family Business Advisor Institute archives.
Jason picks up the report sent to him from his company’s Family Business Advisor, Mike. The report has a lot of writing, with an executive summary, examples, some graphs, financial info and metrics. Jason, the soon to be company president, scans the first few lines, and then tosses the report on his desk, where in a day or so, it will be covered by junk mail, insurance notices and other rubbish.
…How you can help to guide the process and ensure the next generation is healthy, wealthy AND wise?!
Hear from Galliard FBA Institute Founder and Board Chair, Lisë Stewart, as she shares tips and techniques for working with wealthy families who want to raise children of character in an age of plenty.
…Get the scoop on this Galliard Certified Advisor's favorite strategic planning tool!
The purpose of the Strategy Planning Roadmap is to get families and privately held partners on the same page—whether it's for one year, three years, or five years. By talking through the mission, vision, and values, you’ll set up the major goals for the business to prepare the company for future growth.
…Do you ever find yourself working in a group setting, such as a family meeting, where you need to utilize all your best coaching skills?
If you’d like to learn some tips and techniques from a group of experienced coaches, who often work in emotionally-charged family settings, check out this webinar recording with Galliard Founder Lisë Stewart and colleagues Kristen Ward and Andrew Powell as they discuss this important topic.
…What does it mean to be a forensic accountant and when might you need to call on a forensic accountant to help you or your company with a financial dilemma?
…From phishing to ransomware, everyone is at risk. Help your clients to better understand the world of cyber-threats, identify their risks and vulnerabilities and deploy practices to protect their businesses.
…What does a successful family business do with all that wealth!? Learn about the purpose and value of a Family Office, including recommended steps to prepare a family business for developing a ‘family enterprise model’ and preparing to enter into a Family Office relationship.
…Psychological capital (Psy Cap) can be best defined as an overall positive state of mind. There are four main aspects: 1) hope, 2) self-efficacy, 3) optimism and 4) resiliency.
…As family business advisors, we’re very familiar with the coming crisis of family business succession as the Baby Boomer generation transitions out. Family farms, agritainment (or agrotourism) operations, and family forests face the same challenges and one of the largest family farm and forest transitions in history is only a handful of years away. These land-based operations are a unique combination of business, land ownership, and, often, the family homestead.
…Are you a family business advisor whose age starts with a 5 or more? Are the people in your office walking on eggshells wondering what happens to them when you retire? Are you practicing what you teach about planning for what happens to your practice when you begin your “third phase?”
…Good grief! Have you ever scratched your head wondering why your client is resisting the creation of an all-important succession plan, especially if that’s what you’ve been hired to do? Or maybe your aging accounting client keeps ignoring your suggestions to work with a succession planning expert?
You might be surprised to learn that grief is actually one of the emotions and invisible barriers to creating a plan for succession. But what is the grief about? Where does it come from? And what can you do about it?
…Maybe you’ve made some resolutions to make personal changes, or maybe you are experiencing significant change in your business life. Perhaps new leadership is driving change in a client’s organization, or changes in a client’s marketplace have led them to implement a new strategy or operating model. How are you working with clients working to create a cultural change?
…Keeping the holiday gatherings happy and fun can be tricky for anyone and even more so for families who also own and run a business together. What do you do when your eccentric Uncle Fred insists on telling off inappropriate “jokes” at your company holiday party? Or when Cousin Lynn drinks a little too much punch and picks a quarrel over something that happened decades ago?
…Is your practice running exactly as you’d like it to? Are you working with your ideal clients? Do you have a business plan for next year? Is your practice scalable?
…Do you love the work you do but feel uncomfortable with the sales conversation? Even the most highly skilled Family Business Advisors can struggle with converting a referral or inquiry into a closed sale.
…In this webinar, author John F. Dini presents lessons from his latest book, Your Exit Map: Navigating the Boomer Bust.
…While many family business advisors are adept at assessing the financial, organizational, and strategic systems in a family owned business, most shy away from probing the messy world of family relationship dynamics for fear of stirring up a hornet’s nest.
……"I've often talked about how important ritual is in providing a foundation - a foundation from which we can then change if we wish to."
In this webinar, a panel of young Millennial Leaders share their ideas and experiences regarding the ways in which their personal mentors and coaches have helped them to succeed.
…What makes for a happy workplace? What’s the key quality family business consultants can help their clients cultivate to create a happy workplace?
…Founder-entrepreneurs play a key role in performance management.
In this webinar, Natalie McVeigh of Family Owned Business Resources deconstructs the personality of the ‘FOB Founder-Entrepreneur’ into an archetype of emotional intelligence (EQ) behaviors.
…Help your clients to stop agonizing and start taking action to transition "problem employees" out of their organizations.
…The Master Family Business Coaching Hotline offers one-hour online coaching sessions with Galliard network experts, including Founder and Board Chair, Lisë Stewart.
…Professional service providers are being challenged like never before to distinguish themselves. Whether working directly with a business owner, key stakeholder, or serving on a cross-functional team of experts, the need to develop greater relationship currency and trust is tantamount to sustained success.
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