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New Family Office Sherpa Podcast Episode. I'm covering the Embedded Family Office - that portfolio or service that sits within the operating business. Often overlooked when it comes to good governance, characterised by: * Often a lack of specific strategy for return, risk etc. * The operating business is by far the largest asset and everything else has less impact. * Oversight uncertainty * Responsibility overlap * Investment process, risk and policy challenges What can be done to improve the office? * Bring it outside the operating business  * Build an IC or other governance structure I also drill into why this family office type needs attention. For more insights, subscribe to the Sherpa fortnightly newsletter here: https://lnkd.in/gvBHfud5 #familyoffice #familyoffices #wealthmanagement #assetmanagement #familybusiness https://lnkd.in/gz4arZUZ

When you hear the word “hustle” what comes to mind? We are talking all about it in today’s episode - ’From Hustle to High-Value Business Strategy.’ Watch the full episode on YouTube 👇🏽 https://lnkd.in/drZ-E5ua

Sometimes the plans are inaccurate. From Episode 210 | Building a Business from the (under)Ground Up Listen to the full episode here, https://lnkd.in/gwnFkAFP

Core Values and Company Culture is more important than you think 🤔 Heidi Jannenga, PT, DPT, ATC shares everything she knows when it comes to creating a company that people actually want to work for! Check out the recent episode: https://lnkd.in/g2yWW_Jx #ArizonaBusiness #MergersandAcquisitions #FamilyOffice #BusinessStrategy #FamilyBusiness #BusinessAttorney #BusinessPodcast #AmericanDream #ScottsdaleFoundersForum

For business owners to succeed, it's important to separate the business from the personal. See what we mean at the clip below from our latest episode of Planning Reimagined. And head to the link in bio to watch or listen to the episode in it's entirety. #businessplanning #businessowners #businessemotions https://lnkd.in/eaqi2dU9

Did you hear Andrew Clancy's 3 business lessons in the episode '𝗧𝗵𝗲 𝗽𝗼𝘄𝗲𝗿 𝗼𝗳 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝗰𝗲 𝗼𝗳 𝗰𝘂𝗹𝘁𝘂𝗿𝗲. 𝗦𝗰𝗮𝗹𝗶𝗻𝗴 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗼 𝟲𝟬+ 𝗶𝗻 𝟱 𝘆𝗲𝗮𝗿𝘀'? 👀 We thought we'd share a snippet of Andrew's lessons. Swipe right to take a look... 👉 And if you haven't already, listen to the full episode. 🎙️ 𝗟𝗜𝗦𝗧𝗘𝗡 𝗛𝗘𝗥𝗘 🎧 𝗬𝗼𝘂𝗧𝘂𝗯𝗲: https://lnkd.in/gYJurX9Y 𝗦𝗽𝗼𝘁𝗶𝗳𝘆: https://lnkd.in/eRPdtkna #biggestlessons #businessadvice #businessgrowth

Episode 50 of The Business Transition Roadmap is here! What a milestone. In this special chat with Andrea Carpenter, we dug into something crucial: how reflecting on core values can be a game-changer during business transitions. Andrea shared some gold about giving yourself more time to plan. It's not just about strategy – it's about staying true to your values when the road gets bumpy. Got us thinking: how do you all balance sticking to your core while staying flexible in business? 50 episodes in, and we're still learning so much from each conversation. Thanks for being on this journey with us! Listen to the full episode here: https://lnkd.in/gswQdBk9 #BTRPodcast #CoreValues #BusinessTransition  

 #FlashbackFriday to one of our favorite Adeptus On-Air episodes! Michaela Bradshaw, a reality star on Survivor and the Challenge, chats with Mike Hoffman about working with Adeptus. She shares the three most important aspects of working with an advisor - trust, expertise, and communication - the cornerstones of what we do. 💼 Watch the full episode to hear more about the importance of a solid relationship with a business advisor or accountant by following the link below! https://lnkd.in/ejAcCyKA

With business transitions, it's such a gift to give yourself more time to plan. Then, if things don’t go your way later on, you're able to respond more gracefully and with less time pressure. — Andrea Carpenter Listen to full episode here: https://lnkd.in/gx2ZsmqQ

A simple yet powerful exercise we use with all of our clients. Watch the full episode here: https://hubs.li/Q02SLl6H0 #LevershipPodcast #BusinessStrategy #BusinessOwner