The Canadian Federation of Independent Business says that only 9% of business owners have a formal, written succession plan. At today's Niagara Chamber Partnership's Virtual Summit, our CEO Randall Baran-Chong (CPA, CA) will share why the succession plan is the most important plan you don't have! See his presentation + over 20 other great thought leaders here: https://lnkd.in/eS9Mv2bB #smb #sme #successionplan
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In our most recent role model blog, Tom Boardman-Weston CDir, Managing Director of Manston Investments, highlights why business leaders should prioritise knowing the basics of every role over trying to be an expert in everything. 📢 ➡Read the full blog here: https://lnkd.in/enHjUJuS #FamilyBusiness #ProfessionalDevelopment #Courses #CharteredDirector #InstituteOfDirectors
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Discover C-level strategies that accelerate RIA growth! RIA Edge West returns this October, and if you haven't already secured your spot, you can save up to $800 by registering this week! ⏳ Join your peers for the ultimate RIA experience. Register here: http://spr.ly/60489nypq
Have you secured your place for RIA Edge West? Prices increase this Friday! ⌛ RIA Edge West gathers a unique community of 350+ senior leaders and innovators from across the wealth management industry, featuring 175+ senior advisors from some of the most influential wealth management firms across the U.S. Don’t be the one missing out! Register by this Friday, July 12 to save up to $800: http://spr.ly/60489nypq #RIAEdgeWest #RIA #wealthmanagement
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Great discussion today as to how to manage 1-start reviews for a small business owner. We were missing some folks for very good reasons... Grab some dessert at Cravin Confections in Wake Forest (near the seafood restaurant). While you are there, connect with Tisha to help your business run more efficiently, then talk with Stephenie about her retirement planning materials available through MM!
When thinking of taking your business to the next level, look to the Wake Forest Area Chamber of Commerce and Pinnacle Financial Partners. Congratulations to NC Eastern Pinnacle Financial Partners Mastermind graduates Tisha Lowe, PMP of TBL Solutions, Stephenie Demaree of Mass Mutual, Jennifer Smith of Cravin' Confections Desert Bar. With super Mastermind facilitator Shyrl Wood and Wakefield Officer Leader Mark Marley.
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What a fantastic afternoon with the Queensland Leaders #Alumni yesterday, where we dove deep into “What can we expect to see in the economy and business for the rest of 2024?” I was joined by a great panel of experts including Mark Steinhardt from InterFinancial - Clairfield Australia, Matthew Smith from Prime Financial Group, and Lance Evans from Evans International Freight Consolidators Australia. We explored this theme from many angles, including mergers and acquisitions, cash flow and business sentiment, and what’s happening in the world of imports and exports. My main takeaways from the afternoon included: 1. As business owners, we must always have strong business fundamentals – as I like to call it running a ‘Professional Business’. This includes knowing your numbers, your pipeline, people, strategies and plans, and your point of difference in your market. Then you are always ready to take advantage of opportunities that may come along – from attracting investors, acquisitions, sales, and growth; 2. Start with the end in mind – what are you aiming for? Because this will impact how you build your business and the decisions you make along the way; and 3. Focus on what you can control and influence. There is particularly a lot of turmoil and uncertainty in the world at the moment, but we can’t control it. So, what can you control in order to steer your business forward? Thank you to the Alumni as always for engaging fully - I love connecting with this incredible group of people each month. It was also great connecting with the wider Queensland Leaders community after the Alumni session at the Connect Event. It’s always a place of great conversations, connections, and fun! See you all next month! #QueenslandLeaders #Alumni #Economy #Business #Conversations #Thinkingleaders
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As Keir Starmer and new CIPFA CEO Owen Mapley settle into their leadership roles at similar times, both face calls for insights into their early priorities. 🎯 And while the public sector jumps at the new opportunity to grasp old challenges, Owen reveals CIPFA's next steps in his first TheMJ Money Matters column. ➡ Find out how Owen plans to champion quality public financial management both at home and abroad in this new chapter now: https://lnkd.in/enuziJg4 #CIPFACEO #CEO #publicsector #publicservices #newgovernment
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At C12, we are committed to building great businesses for a greater purpose. However, we recognize a subtle tension on this journey—the temptation to let the sacredness of our vocations overshadow our “first ministries” at home. True business success should never come at the expense of our families. Work is just one part of who we are. C12 provides a space where like-minded CEOs and business owners can find an integrated, purpose-driven life through the power of peers. If you’re ready to walk this path alongside others who share your values, we invite you to connect with us. This revision keeps your message’s intent intact while enhancing its readability. Would you like any further adjustments? #C12Forums #BusinessasaMinistry #BaaM #IndustryForums #GreatBusinesses #GreaterPurpose #CEO #BusinessOwner #ChristianLeadership
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In the current, highly competitive business landscape, having a clear development strategy is essential to thrive. 5.4 million new businesses have been formed in the last year – with 50% of those focused on growth. Additionally, a board of directors can be a great option for growing businesses and scale-ups who need internal expertise to progress – and with it comes several other benefits. A board of directors typically includes several members with vast industry experience and knowledge, making them an excellent addition to any aspiring business. #DevelopmentStrategy #BusinessSuccess #BoardofDirectors
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We are joined by Andy Haywood, former Chief Modernisation Officer at Yorkshire Water and NED at Furness Building Society. He shares his insights on how best to approach transformation work, the traps businesses often fall into, and why it’s important to give projects ‘the room to breathe’. We also cover: 🎙 The best way to sequence the planning and financing of transformation programmes 🎙 What business leaders want to see from consulting firms, from pitch stage through to delivery 🎙 Why it’s important for businesses to keep a sense of ownership over their transformation projects when working with consultants Listen now: https://lnkd.in/e5U8SS7e #transformation #businesschallenges #consulting
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In the current, highly competitive business landscape, having a clear development strategy is essential to thrive. 5.4 million new businesses have been formed in the last year – with 50% of those focused on growth. Additionally, a board of directors can be a great option for growing businesses and scale-ups who need internal expertise to progress – and with it comes several other benefits. A board of directors typically includes several members with vast industry experience and knowledge, making them an excellent addition to any aspiring business. #DevelopmentStrategy #BusinessSuccess #BoardofDirectors
In the current, highly competitive business landscape, having a clear development strategy is essential to thrive. 5.4 million new businesses have been formed in the last year – with 50% of those focused on growth. Additionally, a board of directors can be a great option for growing businesses and scale-ups who need internal expertise to progress – and with it comes several other benefits. A
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