Succession planning is a cornerstone of ensuring the continuity of closely held businesses. The ISPA Succession Matrix® identifies ten critical interdependent factors necessary for achieving "Succession Success™." While financial and operational considerations...
Short Description The need for transformational change in leadership is great and the urgency is even greater. The world is waiting for brave and bold leaders to take the risks of leading in these different and people-focused ways. Description The need for...
To learn more about RISA, you can click here to download the informational brochure. To visit the RISA website, click here. About our Speakers: Alex Murguía, PhD, is a co-founder of the Retirement Income Style Awareness (RISA®) tool and a co-host of the Retire with...
Please enjoy this conversation between BTC's very own clinical psychologist Dr. William Anton, renowned neuroscientist Robert Cooper, Ph.D., and Strategic Advisor Monica Kerber. The goal of this conversation is to briefly explore and share some inspiring practical...
Top tier executive leaders are influential in known and unknown ways. The problem is that they tend to believe that their influence on others is based on known transmissions which often disguise from them tacit powerful messages that often work at cross-purposes with...
By Michael C. Valdez, CFP® Selling your business? Economic conditions over the last 10 years have distracted many successful business owners, making it difficult to stay focused on business operations and future succession plans. The time has come to begin selling or...
Recent Comments