Will your heirs control the inheritance or will the inheritance control your heirs?
What exactly must your heirs receive from you to have a life of happiness, fulfillment and success?
Prepare for the smooth transfer of leadership, ownership, and values to the next generation for continuity, conflict mitigation, and the preservation of legacy, strategically.
Read the two articles listed below from our library.
The Funeral (Introduction)
You Made These Trusts Because You Don’t Trust Me (outlines the basic plan to adapt and meet your family needs)
Before stormy times, do you build a better boat or mentor a better captain?
Enrollment (not sales)
Clients Forever
Personal Vision Engagement
Personal & Business Possibilities
Relationship
Mastery
Self Actualization
Living your TRUE North?
Visit our document library to learn more on the following.
Hidden Rules Among Classes (Ruby Payne, A framework for Understanding Poverty)
Relational guidance for exceptional nonprofit evolution versus conventional.
Leadership Intensive instead of Staff Intensive
Volunteers do Asking instead of Direct Mail/Events
Streamlined instead of Cumbersome
Small Staff/Op Budget instead of Large Staff/Budget
Low Development Costs instead of High Development Costs
External Mindset instead of Internal Mindset
Focus on Endowment instead of Focus on Meeting Payroll
“Raises the Bar” instead of Survival
Major Non-Profit Player instead of Another Nice Charity
Strategic instead of Tyranny of the Urgent
Recession Proof instead of Peak & Valleys
Income Exceeds Budget instead of Fear of Deficit
Long-term Player instead of No Certain Future
Visit our document library to learn more on the following.
Hidden Rules Among Classes (Ruby Payne, A framework for Understanding Poverty)
Motivational Giving (Adapted by Bill Eck from Miller, PhD., & Rollnick, PhD., S. (2002). Motivational Interviewing)
Leading Change (John P. Kotter)
Living a life of effortless high-efficiency.
How would it feel to be on a natural high every day?
Remember that day when you were at your absolute best?
What would your life be like to be in this mode everyday?
Opportunity:
Read and engage Kurt Wright’s book, Break the Rules.
Book must be journaled and exercises completed. Ideally a mentor or coach will help you master this way of effortless high-efficiency.
Visit our document library to learn more on the following.