Archives

ESOP as Succession Plan: Employee Share Ownership Plan - Attorney Robert Brown of ESOP Plus shares why this plan could work for you and your employees after you leave your company.

the CEO Hour, August 19th 2011. 

Succession Planning:  How Employee Stock Ownership Plans Work - Attorney Robert Brown of Schatz, Brown, Glassman and Kossow explains how ESOPS carry on your legacy and help transfer the wealth to your employees.

Robert's continued discussion about succession planning is part of an ongoing focus on the topic, leading up to October 13th's SUCCESSion Planning Symposium.  The ultimate goal of any business venture is the creation of wealth for its key stakeholders. http://www.esopplus.com

 MP3 File

 

Exiting Your Business: Your Attorney's Role - Trust and Estates Attorney Ralph "Buz" Code helps you prepare an exit strategy as 60% of U.S. businesses are now owned by baby boomers.

the CEO Hour, August 19th 2011. 

Exiting Your Business: Your Attorney's Role - Trust and Estates Attorney Ralph "Buz" Code helps you prepare an exit strategy as 60% of U.S. businesses are now owned by baby boomers.  http://www.boylanbrown.com

Part 1:  MP3 File

Part 2:  MP3 File

 

Succession Planning: Financial Planner Plays Quarterback for You - Marlene Dattilo Financial Architect with Mass Mutual, explains her close relationship with her clients and planning their financial future.

the CEO Hour, August 12th 2011. 

Ask Marlene Dattilo, CFP, CLTC how she got her start in financial services and she'll tell you that her early-career experience in not-for-profit pension planning whet her appetite. But after three years in that role, she left to apply all that she'd learned to work with clients at Massachusetts Mutual Life Insurance Company (MassMutual). Marlene will be discussing  succession planning as part of an ongoing focus on the topic, leading up to October 13th's SUCCESSion Planning.  http://www.financialarchitectsupstate.com

Part 1:  MP3 File

Part 2:  MP3 File

Part 3:  MP3 File

 

Succession Planning: How Employee Stock Ownership Plans Work - Attorney Robert Brown of Schatz, Brown, Glassman and Kossow explains how ESOPS carry on your legacy and help transfer the wealth to your employees.

the CEO Hour, August 5th 2011. 

Robert E. Brown is a founding partner of Boylan Brown, and has practiced tax and employee benefits law for over 40 years.  He currently serves as Chair of the Firm's ESOP and Employee Benefits Practice Groups.

Robert's discussion about  succession planning is part of an ongoing focus on the topic, leading up to October 13th's SUCCESSion Planning Symposium. The ultimate goal of any business venture is the creation of wealth for its key stakeholders. http://www.esopplus.com

Part 1:  MP3 File

Part 2:  MP3 File

 

Keep the Business Growing: Don't Get Stalled by Complexity - Les McKeown, author of Predictable Success, says it's up to management to have a plan

the CEO Hour, May 13th 2011. Les McKeown, an internationally known strategist, bestselling author of Predictable Success: Getting your Organization on the Growth Track - And Keeping It There, will join Bruce and Diana on this week's show.

McKeown is a consultant and coach to hundreds of business leaders. As a serial entrepreneur who has personally launched over 40 businesses, McKeown has  come to realize that the 'growth code' is out there, in plain view for anyone who knows where to look. "There is indeed a code, a pattern, a DNA if you will, to achieving predictable success."  Given the vast amount of time, attention and resources that have been spent on studying the subject of business growth, why do so few businesses, divisions, departments, projects, groups or teams ever fully master it?  Find out this week on the CEO Hour. http://www.predictablesuccess.com

Part 1:  MP3 File

Part 2:  MP3 File

 

The Client Driven Business: Putting Your Clients Wishes First - Steve Wershing, The advisor to financial advisors, explains his new company

the CEO Hour, January 14th 2011. Steve Wershing, CFP, coaches financial advisors to be more effective, successful and happy.  He consults with financial practitioners on many practice management issues, including strategic differentiation, client advisory boards, implementing technology and developing and using checklists to improve practice performance.  

Steve is author of the blog, The Client Driven Practice^TM - when your best clients drive your practice, attracting more of them is easy.  Hear more about what it takes to be client-driven when Steve joins Bruce and Diana.  http://www.advisorchecklist.com

 MP3 File

 

Insurance Savings for your Company: Expense Reduction Analysts works to find better and less expensive general and worker's comp insurance: Fred Muhleman & Dan McHugh

the CEO Hour, December 31st, 2010. Recently featured on national radio news program "Marketplace." Since 1992 Expense Reduction Analysts has performed more than14,000 cost reduction projects, helping organizations find an average savings of 20% in their overhead spend.  Dan McHugh, Cost Containment Expert, and Fred Muhleman, Director, Expense Reduction Analysts, will discuss their resolutions and new business development efforts for 2011. http://www.expensereduction.com

Part 1:  MP3 File

Part 2:  MP3 File

 

Ram Shrivastava, CEO, Larsen Engineers- Green is Gold Part 1

the CEO Hour, July 9, 2010, Ram Shrivastava, CEO, Larsen Engineers will discuss the, Green is Gold Program, at Larsen Engineers. It helps agencies, municipalities, and private companies get a competitive edge by reducing energy consumption while reducing costs. Shrivastava will let you know how to get government monies to make your company “green and clean.” Larsen is headquartered in Rochester, NY and has been serving the Northeastern United States for more than 50 years.

MP3 File

Ram Shrivastava, CEO, Larsen Engineers- Green is Gold Part 3

the CEO Hour, July 9, 2010, Ram Shrivastava, CEO, Larsen Engineers will discuss the, Green is Gold Program, at Larsen Engineers. It helps agencies, municipalities, and private companies get a competitive edge by reducing energy consumption while reducing costs. Shrivastava will let you know how to get government monies to make your company “green and clean.” Larsen is headquartered in Rochester, NY and has been serving the Northeastern United States for more than 50 years.

MP3 File

Creating a Better Business-Sales Relationship: The Nurture Institute, Founder, Jim Cecil Part 3

the CEO Hour, July 9, 2010, Jim Cecil is the father of Nurture Marketing and has spent his entire business career producing, perfecting and teaching the Nurture Selling Process. As the creator of Nurture Marketing in 1986 and co-founder of The Nurture Institute™, Jim has coached tens of thousands of CEOs and Microsoft Partners on customer cultivation.   Since 1970, Jim has motivated audiences around the world as a speaker and consultant in the industry.  Jim will talk with Bruce and Diana about his  book, A Cure for the Common Cold-Call, and most recently the book he co-authored with Eric Rabinowitz,  Nurturing Customer Relationships.

MP3 File