Leadership

Date: January 20, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click for Free Ticket: Gabe Karp While most people view conflict as a bad thing that should be avoided at all costs, the reality is that embracing conflict in a healthy way is the single greatest factor in driving success and avoiding…

  Date: November 22, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here Zoom Link: Neil Malhotra Social innovation and social entrepreneurship are rising forces. As the extent of the world’s systemic challenges becomes clear—from climate change to income inequality to food security to healthcare and beyond—more and more of the best…

Meet one of the world’s top experts on leadership, Wharton Professor Dr. Michael Useem, who will be talking about and answer questions, about his leadership book “The Edge” by clicking here: https://www.eventbrite.com/e/meet-wharton-leadership-expert-michael-useem-author-of-the-edge-tickets-467053729277

Date: November 11, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for Free Ticket: Kelly McDonald The people you work with may be from a different generation, different culture, different race, different gender, or just a different philosophy toward work and life in general, but you need to work together toward…

Position Description Client Service Specialist   Overview   Baer Wealth Management (BWM) was originally founded in 2000 as a family-owned and operated, boutique Registered Investment Advisory firm (RIA). Now in its second generation, BWM focuses on providing wealth management services to successful professionals and their families.  As a fiduciary, BWM’s mission is to understand, advise…

Why do great companies with the right people, products, and customers miss quarterly revenue targets? Today, only 50% of salespeople on teams that perform achieve their quarterly goals. Worse, only 50% of those performers repeat their success the next quarter. A long-term study of two-million salespeople revealed that only 8% consistently follow a reliable sales…

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…

Date: June 3, 2022 Sign on Time: 10:50 a.m. Start Time: 11 a.m. End Time: 12 p.m. Questions: Chat Click Here for a free ticket: Donato Tramuto Compassionate leadership isn’t about being nice; when practiced effectively, it’s a strong leadership style that can elevate your spirits and profits. Compassionate leaders are not weak. They are tough leaders who understand that…

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Defer Taxes, Maximize the Sale, Secure the Financial Future…. Chad Ettmueller – JCR Settlements, LLC. What if you could offer your clients a way to sell their business, property or other appreciated asset and avoid immediate tax obligations while growing the net proceeds in an attractive, tax-deferred manner with future payments they design unique to…

Over the last two weeks, I’ve had clients, colleagues, and even family members asking me my thoughts about ChatGPT. Some of them had a glimmer in their eye, while others had a furrowed brow, which seems to be the going trend — some are ecstatic about the power of AI, while others are confused or…

Good morning Jack, Sometimes you have good conversations but not too many are great ones.  I thoroughly enjoyed yesterday’s call and it is unusual to find someone who has a track record and the competence that you display as it relates to your practice. Please let me know how you would like to proceed as…

What makes an established business “bankable” as opposed to perpetually seeking investor capital? The standard suite of financials a bank looks for are pure data, such as the income statement, balance sheet, and AR-aging.  These are backward-looking, based on past performance.  However there are also a number of reports a client can create themselves that…

Learn to be a Rebel to Affect Change! Meet Harvard Business Contributor Dr. Todd Kashdan author of “The Art of Insubordination” click here to participate: https://www.eventbrite.com/e/meet-dr-todd-kashdan-author-of-the-art-of-insubordination-tickets-526218482647

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