Swiss Association of Wealth Managers (SAM)’s Post

A simple but powerful concept... If you are a business owner who does not have access to a group of peers to share thoughts, ideas, concerns, issues and successes with, then you should most definitely contact David Abbott to learn more about it The Alternative Board. Meeting monthly with your facilitator and your TAB peers each month is inspiring and motivating... but joining TAB has also helped me: 🔎 Gain more clarity my own strengths and limitations as a business owner 💡 Be more strategic 🙃 Understand how others view what I do from a variety of perspectives 💪 Feel stronger in my abilities to share my thoughts and view points 🤔 What I also find interesting about the TAB meetings is... not matter what industry you are in, the problems you face within your business are, more often than not, something many others can relate to... even if you work in a wildly different sector! Sharing your knowledge and experience from your own perspective, and knowing you have helped someone to make a more informed and positive decision is one of the joys of being a TAB member. It has been AMAZING so far... and I can't imagine my business world without TAB and my TAB peers in it! Thank you David Abbott and Alistair Clarke for supporting me and my business 🤩🤩🤩

Are you a business owner looking to take your business to the next level? Trustegrity, a peer advisory group, is here to help! Join us in Hamden for our monthly meetings where experienced business owners come together to leverage each other's expertise. Comment below for an invite to our next meeting. #BusinessOwners #PeerAdvisory #Networking

JMD Live ONLINE BUSINESS CONSULTING ~ "Success doesn't come from what you do occasionally. It comes from what you do consistently. Subscribe for JMD's latest Change and Business Management News." ~ J. Michael Dennis https://buff.ly/42WYbrG

What is the value of a balanced board? check out the output of the webinar here: https://lnkd.in/eEBgSs3H

Why Business Advisory Boards? Why BLUEPRINT? They go hand-in-hand 🤝 👉 Advisory boards are game changers for family and private businesses, providing guidance on matters of strategic importance. 👉 But, equip that board with a BLUEPRINT, and you have a head start on high-impact results. Register & learn more at: https://lnkd.in/gAf2VMQy #GoeringCommunity #GoeringEvents #advisoryboard #businessplan #businessgrowth #businessgrowthstrategies

Always a pleasure when we come away from the office and come to a mastermind and strategic business training with other business owners to gain knowledge on providing a better service for our staff and clients. Thanks Dan Bradbury your knowledge and advisory was worth the trek up North 🥇🙏🏿👍🏿 #strategicplanning #businessdevelopment

I am seeing an uplift of enquiries around Advisory Board establishment in recent months. The Advisory Board Centre’s post highlights the key state of market. I believe the real Power and Peformance occurs when aligning the Advisory Boards members to business performance and critical outcomes, tracking ROI for your advisory board, like any other investment. #advisoryboards

Why Business Advisory Boards? Why BLUEPRINT? They go hand-in-hand 🤝 👉 Advisory boards are game changers for family and private businesses, providing guidance on matters of strategic importance. However, not all businesses have a clear vision for success, strategies to get there, or defined metrics that help them keep score and measure performance. A board of advisors can help with that, to be sure. 👉 But, equip that board with a BLUEPRINT, and you have a head start on high-impact results. Register to learn more at: https://lnkd.in/gtcWpyzt #GoeringCommunity #GoeringEvents #advisoryboard #businessplan #businessgrowth #businessgrowthstrategies

Christopher Snider, CEPA is back with his famed workshops NOT meetings. Years ago at The Exit Planning Summit Chris would host an exclusive workshop that focused on the cataylst of everything Value Acceleration, The Triggering Event Engagement. Last year we were focused on the 2nd edition of his book, the year before that we brought back the Summit post-pandemic, but this year he will bring back this amazing workshop and dive into the Discover Gate of the methodology. Whether you do the assessments directly as a Value Advisor, or you teach business owners and want to better understand how value is determined this workshop is for you. 1) Understand key language, terms, and techniques used to educate and engagement the business owner 2) Learn how to position and teach the beneits of the Triggering Event Engagement 3) Learn how to execute the five steps to produce this assessment and deliverable 4) Learn how to then deliver the final assessment and valuation in an interactive workshops. Limited to 40 seats! Check it out https://lnkd.in/e_mF7DEj #exitplanning #exitstrategy #businessadvisors #businessowners #exitplanningsummit #exitplanningconference #valuation #valuegrowth #valuecreation #workshop #businessvaluation

On August 1st, we held a successful 6-month review of our business at our board meeting with Andrew Van Buren, Jim Worgan, Arthur Barnard Colin Rigby Deepshikha Prasad at the Philip Astley Centre. It was an invaluable opportunity to revisit and refine our 3-year business plan as we continue to grow and evolve. Exciting times ahead! #BusinessGrowth #BoardMeeting #StrategicPlanning #ForwardThinking #philipastleyprojectscic #philipastleycentre #businessplanning