A Goal without a Plan is Just a Wish – Financial Planning for Business Owners

Jim McCarthy, CERTIFIED FINANCIAL PLANNER™ with Directional Wealth Management, LLC, provides comprehensive financial planning and wealth management services to individuals and business owners. Jim works with his clients to provide a tailored financial game plan encompassing both personal and professional goals. Whether its using the business to provide the client and their family with benefits, […]

7 Win-Wins For Your Business When You Know Your WHY

What’s your company’s WHY? Why should you care and what are the benefits? According to Beth Perl Berman, a WHY/Compellications™ Coach with BPB Solutions, finding your WHY is a powerful process for defining and developing compelling communications within corporate organizations. Knowing Your WHY impacts bottom line results in the areas of significantly increased productivity, wallet […]

Featured series: How a smart mompreneur is building value by diversifying

We’re excited to launch a new blog series, “In the Trenches with Entrepreneurs.” Our first blog of the series features Evelyn Cucchiara, The Toy Tamer and serial mompreneur, who chatted with our Senior Manager, Jessica Timmerman, about her journey to building a business that is both rewarding and profitable. Entrepreneurs start businesses for a variety of reasons […]

WHY Brand and Corporate Culture Development Translate to Company Profitability

Beth Perl Berman, a WHY/Compellications™ Coach, specializes in the art of defining and developing the compelling communications (see where the word comes from?) within corporate organizations. And WHY is this important (yes, we had to take that and run with it!)? Read on for Jessica Timmerman’s interview with Beth below to gain an interesting perspective on […]

Driving Performance: An Interview with TAB’s Chris Lipper

Chris Lipper from The Alternative Board (TAB), is in the business of business owner development – both professionally and personally. Above all else, Chris holds accountability and measuring key metrics as the secret sauce to a business owner’s ability to achieve personal success and a work/life balance. Read below for Chris’ take on these two […]

On Exit Planning with Erik Fromm

For our ongoing series on Exit Planning, we took the opportunity to interview Erik Fromm. As a financial advisor he’s often intimately involved in business owners’ exit plan. As our next interview in our Exit Strategy series, we chatted with Erik Fromm, advisor with CSG Capital Partners of Janney Montgomery Scott LLC. As a financial […]