I have a highly intelligent and successful ‘left brained’ colleague and friend who ‘gets it’ when it comes to understanding that data and fact sheets do not communicate meaning. This software developer, entrepreneur, certified project management professional, author, award-winning speaker and CIO of a medical practice knows that all the data in the world will…
I’m having a lot of client dialogue on Cash Balance Plans (CBPs). A CBP is the third sleeve of a Retirement Plan – following the standard 401k and Profit Sharing sleeves of traditional plans. The contribution limits are substantial allowing participants the ability to contribute significant $s pretax and to grow those contributions tax deferred….
Last month we discussed the natural propensities of the different types of salespeople and how some salespeople benefit from additional training or support – for example, Appointment Setting services that maximize the effectiveness of a sales team full of “Closers.” If you recall, we highlighted the three traditional types of salespeople: Hunters – Those who…
You’ve probably heard the phrase “quiet quitting,” which has been one of the most-discussed topics in business and HR circles this year. Just in case you haven’t, quiet quitting refers to a phenomenon in which employees stop making any effort to go above and beyond their job description, instead coasting by on the bare minimum…
Host Bill McDermott was joined by three accomplished business leaders on this edition of ProfitSense. Banker Samantha McElhaney discussed what business owners need to be focused on now, what to look for in choosing an advisor, as well as how she uses her extensive network to assist her clients. Keith Costley shared how his engineering consulting…
Has the pandemic prompted your leadership team to reconsider employee purpose? We have prioritized compensation, well-being, resilience and more, but you mustn’t forget purpose or your employees may be reconsidering YOU. In a recent McKinsey & Company survey, two-thirds of US-based employees said they expect their jobs to bring a significant sense of purpose to…
We have all heard the idioms, “Taking responsibility is an essential element of strong leadership”, “The buck stops here”, and “Leadership is taking responsibility while others are making excuses.” Creating your work ethic as a leader around these phrases may have unconsciously made you over-responsible. Over-responsibility can be a hard habit to break. Do you…
Date: July 29, 2022 Sign On Time: 11:50 a.m. Start Time: 12 p.m. End Time: 1 p.m. Questions: Chat Platform: Zoom Click here for free Ticket: Kay Formanek In Beyond D&I, Kay Formanek brings her more than twenty years’ experience working with the world’s leading organizations to take diversity and inclusion into the strategic roadmap of the organization. Whether you’re a leader,…
A Small Business Onboarding Process A recent HBR article stated that poor onboarding can leave your employees with lower confidence in their new roles, worsened levels of engagement, and an increased risk of jumping ship when they see a new, more exciting position elsewhere. On the other hand, companies that implement a formal onboarding program…
Employees have adopted a consumer mindset about who they work for, and the value a company provides to their personal and professional life. They are focused holistically on the ability to share in cultural matters as part of a broad community effort. Small business leaders must adapt to employee mindfulness about their career experience. With…
What is a Unique Contributor? Employers that are committed to engaging the reliable strengths of their teams cultivate what we call a Unique Contributor business model. These employers have a direct line of sight to their best competitive advantage, their secret weapon to ongoing growth, their talent base. What about you? Knowledge of your true…
According to the Microsoft report titled The Next Great Disruption is Hybrid Work 62% of all frontline workers say leadership does not prioritize building culture 53% of the workforce is prioritizing health and wellbeing over work than before the pandemic 3.5X – New hires whose managers played an active role were much more likely to say they were…
The pandemic has altered almost all aspects of the employee experience, changing everything from where people work to how they interact with clients, colleagues, and customers. Considering the size and scope of these changes now is a critical time to determine if your employee value proposition (EVP) is still compelling and if your total rewards strategy…
Watch and listen to BCAT Partners Managing Partner explain how you define and change organizational culture!
Embracing DEI as Part of Your Recruitment/Retention Strategy More employers have come to embrace diversity, equity and inclusion (DEI) initiatives as a way to improve workplace culture and demonstrate they value their employees as people, not just workers. Harvard Business Review found that 65% of U.S. executives say DEI is a high strategic priority, and…
I have a highly intelligent and successful ‘left brained’ colleague and friend who ‘gets it’ when it comes to understanding that data and fact sheets do not communicate meaning. This software developer, entrepreneur, certified project management professional, author, award-winning speaker and CIO of a medical practice knows that all the data in the world will…
Hello, I am pleased to share some exciting news — earlier this month, my colleague, Danielle Friedman, and I (Herb Fineburg) published an article titled “The Benefits of Revocable Trusts in Estate Planning” in the Spring 2023 issue of the Pennsylvania CPA Journal for The Pennsylvania Institute of Certified Public Accountants (PICPA). As revocable trusts become increasingly common in…
Date: March 31, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for Free Ticket: Jackie Insinger This is a book about brilliance. Brilliance in all aspects of our experience as leaders: our relationships, our talent, our performance, our outlook. Brilliance in our work, which is amplified…
Program produced by XPX Atlanta. We set the stage in January, emphasizing an understanding of what a buyer looks for. Last month, we talked about helping owners shift their role, preparing for life after and a business without them. In March, let’s talk about creating a well-oiled machine that immediately leads to growth for the…
How to increase your EBITDA in Manufacturing; You have tried all cost cutting measures on your shop floor and still not where you want to be? After all initiatives taken, you feel that manufacturing floor looks and feels more chaotic than ever? Here is why it might be so: Every company at their very early…
RSG is excited to announce our new workshop titled “Professionalizing the Family Business,” which is initially available to MA-based family businesses. Generous state funding is available since our workshop is approved through the MA Workforce Training Fund – specifically the Express Program. If you have existing MA clients or others in your network that might…
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