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Getting More Value out of Your Advisor Relationships, with Marc Rosen
저장한 시리즈 ("피드 비활성화" status)
When? This feed was archived on July 10, 2021 22:08 (). Last successful fetch was on August 24, 2019 01:14 ()
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 180341245 series 1105296
Getting More Value out of Your Advisor Relationships, with Marc Rosenhosted by: David Mariano, Director and head |
Getting More Value out of Your Advisor Relationships, with Marc Rosen
Every smart business owner knows there will be a transition at some point in their business. You’ll be more likely to sail through the inevitable transition when you take an active role in accessing the collective experience and wisdom of your advisors.
We are joined this week by Marc Rosen, Co-Founder of the Client Experience Institute and Founder of the Vector Group. As a former company President, COO and senior leader with more than 20 years in diverse industry sectors, Marc is passionate about sharing his experiences and providing guidance to entrepreneurs, executives and emerging leaders looking to create a brighter future.
Key questions in this episode:
- How can business owners begin to plan for a future transition by utilizing the people around them?
- What are some of the common problems that business owners face when dealing with advisors?
- How useful is an advisory board to a business owner?
- What are some examples of successful transition planning?
- What types of questions should owners be asking of their advisors (at 19:36)?
Key points in this episode:
- The value of human capital development.
- Determining the true value of advisory recommendations.
- How business owners can recognize the kind of advisory team they need to build (at 11:02).
- Marc’s ABCs.
- The long-term benefits from properly using your advisors.
Resources mentioned in this podcast
- Click here for access to training and templates
- Client Experience Institute
- The Vector Group
- Transitioning out of a Business on Your Terms, with Don Matso
Listen to Fully Invested below:
60 에피소드
저장한 시리즈 ("피드 비활성화" status)
When? This feed was archived on July 10, 2021 22:08 (). Last successful fetch was on August 24, 2019 01:14 ()
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 180341245 series 1105296
Getting More Value out of Your Advisor Relationships, with Marc Rosenhosted by: David Mariano, Director and head |
Getting More Value out of Your Advisor Relationships, with Marc Rosen
Every smart business owner knows there will be a transition at some point in their business. You’ll be more likely to sail through the inevitable transition when you take an active role in accessing the collective experience and wisdom of your advisors.
We are joined this week by Marc Rosen, Co-Founder of the Client Experience Institute and Founder of the Vector Group. As a former company President, COO and senior leader with more than 20 years in diverse industry sectors, Marc is passionate about sharing his experiences and providing guidance to entrepreneurs, executives and emerging leaders looking to create a brighter future.
Key questions in this episode:
- How can business owners begin to plan for a future transition by utilizing the people around them?
- What are some of the common problems that business owners face when dealing with advisors?
- How useful is an advisory board to a business owner?
- What are some examples of successful transition planning?
- What types of questions should owners be asking of their advisors (at 19:36)?
Key points in this episode:
- The value of human capital development.
- Determining the true value of advisory recommendations.
- How business owners can recognize the kind of advisory team they need to build (at 11:02).
- Marc’s ABCs.
- The long-term benefits from properly using your advisors.
Resources mentioned in this podcast
- Click here for access to training and templates
- Client Experience Institute
- The Vector Group
- Transitioning out of a Business on Your Terms, with Don Matso
Listen to Fully Invested below:
60 에피소드
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