How Do I Manage Negative Emotions of Others When I am Supposed to Encourage and Lead?

2021-09-21T15:22:37-05:00By |Advisor Collaboration, Burning Questions, Energy, Video|

The most important thing to recognize when dealing with any negative emotions, whether it is your own or those of your team, is that we are all human. We all deal with the unknown in different ways, but for certain we all carry anxiety and stress. It is important as [...]

Taking “IT” to Another Level – Leaning Into An Alter Ego

2021-09-22T08:16:04-05:00By |Automotive, Succession Blog, Video|

Want to be a better leader, a better communicator, create more options, and move closer to what you want? Alter egos creates the opportunity to turn up or down characteristics, strengths, etc. in certain environments. You can borrow success patterns from one area of your life or leaders/influencers you respect [...]

How do I protect my business if I, as the owner gets the virus or one or more of my key people?

2021-09-22T08:46:22-05:00By |Advisor Collaboration, Burning Questions, Energy, Video|

Business contingency planning is essential for ongoing business success. For business continuity, the key leadership must put processes and structure in place that if they are not around, or if something unexpected happens, the business still survives. Unfortunately, if this is not in place, the business value can be dramatically [...]

How do you best support employees at different stages of stress and potentially grief?

2021-09-22T08:14:28-05:00By |Advisor Collaboration, Burning Questions, Energy, Video|

As we continue to navigate the pandemic, it is important to recognize that your employees have been on a roller coaster of emotions for a long period of time. You may already be doing it, but providing support to your people is critical to help them navigate stress and even [...]

How to Create Boundaries Between Family and Business

2021-09-22T08:18:49-05:00By |Dr. Merlot, Succession Blog, Video|

The focus for this installment of  “Dear Dr. Merlot” is Family Governance. Family Governance policies are the first step to create boundaries between the family and the business.   The specific question we will cover from Loyd's book Family Business Heartburn Relief: Answers to Gut-Grinding Family Business Questions is:   How do the [...]

Die Hard Lesson #337 – Plan Or Die, Don’t Do Both

2021-09-22T08:17:09-05:00By |Succession Blog, Succession Matrix-10 Point Perspective, Video|

 A plan is simply a snapshot in time. It considers all assumptions made at the time of developing it has played out exactly as prophesized. But, our worlds are action-packed and dynamic, which leads to the saying by Robert Burns “The best-laid plans of mice and men often go awry. [...]


What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

Go to Top