Richard Thaler is considered by many to be the grandfather of the emerging field of Behavioural Economics. Recently, the New York Times ran an editorial wherein Mr. Thaler and a colleague examined the underlying investing behaviours in the recently released David vs Goliath movie “Dumb… Read More »Dumb Money!!!
What is the theme of your business in 2023 based on where you are in the business growth roadmap? Stabilizing? Streamlining? Scaling? What needs to be done next to build on your success so far? The Question: How can I set annual goals that are… Read More »2023 Your Business Year Ahead
The Question: What should business owners review at the end of the year? Year End Review as Feedback: The purpose of your Year End Review is an opportunity to collect the data you need in order to make good business decisions moving forward. At this… Read More »Your Year in Review 2022
The Question: I know my “why”, I’ve built my “how” – team, plans, governance that help me escape the survival trap and create profits… when does the wealth come into play? Real wealth that includes both time freedom and financial freedom. Pillar 3 – Build:… Read More »“What” Creates Wealth from Profit – Intentional Wealth Pillar 3
The Question: I know my “why” from Pillar 1 – now what? The Intentional Wealth (IW) Framework (recap): The Intentional Wealth Framework is the proprietary model we use with our clients to guide them through the process of planning for wealth. Last week we talked… Read More »It’s How you Get There – The Intentional Wealth Framework – Pillar 2
The Question: Can you really plan for wealth? Isn’t it something that just happens (or doesn’t)? The Intentional Wealth Framework: Absolutely you can plan for wealth. It is not something that just happens or doesn’t; it’s something you do on purpose. At Podium Prosperity, we… Read More »Corporate Wealth Secrets IW Pillar 1
The Question: What is the number one key to achieving real success in my business? Answered from two different directions by the Coach (Cher) and the Consultant (Jim). Just (Don’t) Do It! Grab the Takeaways as a PDF Counter-intuitive as it may seem, that thing… Read More »The “Magic” Tool for Business Success
The Question: Do I really need to have a client contract? Why? One of the most important things about contracts is not the way they protect you, but the way they delight your clients. When the service is complete, and you can review the contract with your client… Read More »Client Contracts are Delightful
Prequel – watch this with your business partners before watching the 7 D Framework of Corporate Shareholders’ Agreements. Start the discussion with your Corporate business partners to see the value of Shareholders’ Agreement that matches your intentions.https://www.youtube.com/embed/AUo58WUCmD4
Understand the 7 D’s of the Shareholders Agreement – watch this with your corporate partners to open a positive conversation about your Corporate Shareholders Agreement. This takes the emotion out of the process and helps you dig into your intentions. Now is the time to… Read More »Securing Trust – a Shareholders Agreement Masterclass