Given the importance of sharing helpful insights to advance your business, we have created this repository of useful content. Look forward to sharing timely material on a regular basis with you. Please feel free to download one of our practical guides, assessment tools and organizational development perspectives.
With this in mind, I find it helpful to take a personal inventory of what you want to improve upon and seek out those professionals who can assist you specifically with these points. The greater your clarity of need, the more likely you can find a resource that can help you on your professional journey.
Click here to learn more, Leadership Development Considerations.
Remember, you can either curse the darkness or light some candles.
Organizational development is an important facet and one that is often overlooked given the other priorities of the business.
Use our assessment tool to collaborate with your leadership team at your next meeting. Click the link to download our Organizational Readiness Assessment.
A recent “state of owner readiness” survey was conducted by the Exit Planning Institute, PNC, Grant Thornton and Kent State to better understand the thinking of family-businesses as they look to the future. For companies below 50 million in annual revenues, over 72% of these businesses have not as of yet established a formal advisory board.
With this mind, I wanted to share with you a helpful guide which discusses what to contemplate when forming a functioning advisory board. Download our guide Key Considerations in Establishing Your Advisory Board to help you get started today.
Throughout the years of running sales organizations, coaching business development and client service teams, I have found it surprising how many professional / business advisors do not conduct the right type of discovery when either conducting their due diligence on a new client opportunity or when performing a client review.
With this in mind, I have prepared a checklist of questions to reference. Click here to learn more, Client Intelligence Assessment.
Remember – the greater your insights, the better you are positioned to acquire, upsell and retain.