Your 2022 goals mattered at the beginning of the year. Do they now?

While writing down goals is an important step in achieving them, so is regular review. If it’s been a while since you looked at your 2022 goals, there is no time like now to see how you are doing.

What would it look like if you were “pre-forgiven” in your conversations? Would it change your approach? Would it improve conversations?

Successfully transitioning a family businesses have dismal statistics. Succession planning in families has built-in complications and yet ongoing legacy depends on it.

A pit crew demonstrates teamwork in a unique and very visual way. Ranging from a handful to a couple dozen people with a single purpose. It brings together multiple people with specialized skills and one shared goal.

Learn how your team can achieve similar purpose.

This webinar was originally presented through the Exit Planning Institute in April 2022 by Ready for Next team members Sean Hutchinson and Rob Johannigman.

Remember the early days in your career when you went to job interviews and you were so keen on impressing the potential employer that you didn’t stop to think if they were right for you?

New client engagements can sometimes feel the same. You want to impress the owner and are so confident you can bring value to their business that you blow past yellow lights. You head straight to the solution without knowing what all the issues are.

Empowering conversations and good client relationships should be mutually beneficial. You both have a voice in determining if you should engage in working together.

It is important to remember the client is the only one who can decide they have a need for your services. You may be the exact person with the exact right solution at the exact right time, and if the client doesn’t think they have a problem requiring you and your solution, then it doesn’t matter.

Timing is everything and four other tips for growing your business.

At RFN, we’re proponents of making the most of smart ideas. We’re resolute in our belief that thought leaders are life-long learners, committed not only to improving themselves but to sharing valuable resources with anyone who may benefit.

Enjoy this book review.

Think of the process as “know, like and trust.”

As a business owner, one of the best ways to ensure your business is both attractive and competitive is to have a retention strategy that addresses current, real-world employee stressors and needs.

“It is a wise father that knows his own child.”

William Shakespeare, Merchant of Venice

Transition readiness is about owners leaving the business on their terms and with the highest value possible.

Unlike favourite sweatshirts, which should be treasured, favourite conclusions should be viewed with suspicion.

Cindy Reid-Shelton appeared on Poised for Exit with Julie Keyes to talk about the importance of contingency planning for businesses.

This webinar was originally presented through the Exit Planning Institute in August 2021 by Sean Hutchinson.

There are many critical junctions for an owner on their business’s evolution. As a professional advisor, it is critical for you to understand where they are to be able to offer them the most impactful advice.

Sean Hutchinson will share the Ready for Next approach to understanding where a client is and how to quickly identify their needs, understand what you can offer and how to move them forward.

There is currently a bull market for exit planning. This webinar will help position you to provide immediate value to your business owner clients no matter where they are in their journey.

Lack of proper succession planning is primarily to blame for 70% of family businesses failing to transition between first- and second-generation owners.

Sean Hutchinson appeared on the Poised for Exit podcast with host Julie Keyes to talk about what motivates business owners.

Building trust with a client is not just about questioning effectively, it is also about asking quality questions.

Humans are social animals. We tend to reflect what is presented to us. We move in the direction of our conversations.

90% of all businesses in the United States are family held. Succession planning within the family can add additional elements and legacy can have an additional level of importance.