Stepping back to look ahead: 2024 business plan pre-work
Most organizations begin their business planning work for the new year in the fourth quarter. Leaders hunker down to analyze year-to-date financial performance, define growth expec
Wealth Management Go-to-Market Model Issues: Ineffective Client Discovery
In financial services, a firm’s business model is the way the company goes to market. Business model and strategy are not synonymous. The business model is how strategy is operat
How to Know It’s Time to Change
Albert Einstein said, “’The measure of intelligence is the ability to change.” What he didn’t elaborate on is knowing when it’s time to change. In the business world, lea
Developing Agility as an Organizational Competency
“The only person who likes change is a baby with a wet diaper.” — Mark Twain Twain may be right. Yet, navigating change is essential for effective leadership. Every leader ha
Has your business model exceeded its shelf life?
“Within five years, if you’re in the same business you are in now, you’re going to be out of business.” — Peter Drucker Imagine New Year’s Eve 2024. While you’re gett
Changing Change Management
Abraham Lincoln is quoted as saying “Things may come to those who wait, but only the things left by those who hustle”. Translated for business, this message may be interpreted
Good News or Bad News: Earning Relevance as a Human Resource Developer
Gallup just released its State of the Global Workplace 2023 Report. Headlines from the report are: Employee Engagement in the United States is down 2% to 31% from 2021, Quiet Quit
What Directors Need to Do
This is the third in a series of articles related to what board directors need to know and do (see What Directors Need to Know and Seeing Your Organization as Others Do for pri
Board Leadership: What Directors Need to Know
Two recent high-profile bank failures have raised questions about the role directors should play in oversight. The operative word here is should. Each bank had a board of direct
Board Leadership: Seeing Your Organization as Others Do
At a recent law school graduation ceremony, the keynote speaker concluded her commencement address by asking doctor of jurisprudence candidates to raise their hand if they were abo