To provide insight into common burning questions received from business owners, we are leveraging “the village” of our valued strategic relationships. As you listen to the episodes you will be able to immediately apply the key take a-ways and you will come back for more.
Do you have a burning question you want to discuss with an expert? Feel free to submit it via the ask an expert link below.
People are our biggest asset and we often talk about the costs of turnover to an organization. However, when COVID-19 hit the stage it forced dealers to take a critical look at the roles and responsibilities within their business. This look is forcing many dealers to carefully evaluate staffing levels [...]
Individuals and families spend a lifetime accumulating wealth but often lack the scale to navigate global markets and stay in front of state-of-the-art investment portfolios. For this reason, business owners and those who want to protect their wealth must have personal financial planning as part of the future planning of [...]
Stress can wreak havoc on an organization. As a leader in your business when times of crisis hit, you have to ensure your people know you are there and that you CARE. They care less that you have all the answers and more that you are connecting with them and [...]
The more things change, the more they stay the same. The team of experts featured in the video talks about impacts on culture post-pandemic. The common takeaway revolves around remote work. As a business owner or leader who had to transition a team to remote work or an individual who [...]
Even in the midst of a pandemic and the strife many faced personally and professionally, there are silver linings around it. As we mourn the business and personal losses, we also celebrate the opportunities created. Interest rates have remained low, dealers have been able to reevaluate expenses and look at [...]
Value is a key ingredient when looking at the health and longevity of a dealership. Earnings and performance are critical to the value equation. However, during times of uncertainty, dealers must focus strategically on their operations in people, processes, and procedures. Identifying what you are doing well, where you can [...]
Do you have an investment plan right now? Are you confident it is the right one in place? What if you do not have one in place? No matter how you came into your money, managing your wealth can be a challenge. The decisions you make NOW and over the [...]
A common theme emerged from this group of experts as we discussed how leaders can make decisions in uncertain times. Simply, decision-making should be the same as certain times. The real difference when the unknown hits are how leaders respond and what pace they respond and not necessarily in the [...]
Do you have an investment plan right now? Are you confident it is the right one in place? What if you do not have one in place? No matter how you came into your money, managing your wealth can be a challenge. The decisions you make NOW and over the [...]
A wealth manager has the tremendous responsibility of managing the fruits of your labor. They are responsible for protecting your wealth while also helping ensure you achieve the financial future you desire for yourself and your family. This requires a wealth manager with whom you have a personal relationship and [...]
