Articles & Insights

Succession Strategies For Building Generational Strength

This is a great article by James Gambone about Succession Strategies. I suspect Mr. Gambone would agree that the predominance of succession plans are not strategic, but actually arise based on imminent need. Another tool for successful succession is using assessment tools to make sure the right person is in the right role.

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The Art of Referral

Your clients are bright and successful people who see themselves as able-bodied and capable of handling whatever comes their way.  And… you think that your clients might benefit from the involvement of someone trained in human dynamics.  They might benefit from a professional that could enhance the functioning of their self, their family, or their organization.  What should you say?  How should you say it?  Here are some tips:

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Six Steps to Me - Building Healthy Identity for Next Gens

When you think of the legacy you want to leave behind, consider more than the financial legacy. Consider the legacy of a family of individuals with a healthy sense of themselves and their place in the world. Inheritance can be a troublesome gift to those that are emotionally unprepared.

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Psychology of Success: Why Billionaires Get Depressed

The author of this article notes that “The trouble with moonwalkers and billionaires is when they arrive at the top, their momentum often stops.” While it’s true, this is a common problem for people who come very quickly into wealth, finding new sources of life inspiration takes more than just starting a new project.  

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