Blog: Sherpa’s Pathways to Prosperity
Are Promotions Passé?
Promoting employees has long been a primary way for entrepreneurs to attract, engage and retain top talent. But “climbing the ladder of success” isn’t nearly as appealing to many workers as it once was. The good news: There are alternatives to promotions that can enable you to develop your people and get the most from them.
Three Powerful Ways To Think and Act Strategically in Your Practice
Discover some key tenets of strategic planning that potentially can help inform your efforts to create a plan for achieving huge success in a deliberate, focused and effective manner.
Giving Back: Is a Family Foundation the Right Move for You?
A private foundation can enable some families to engage in high-impact charitable giving. Discover why these families set up their own foundations—and see if you should consider following suit.
Navigate the Complexities of Tax-Loss Harvesting
Selling beaten-down investments can potentially help you mitigate capital gains and income taxes. But getting the most from this strategy requires some care and consideration of a variety of factors. Discover whether tax-loss harvesting should be part of your plan.
Foiling The Financial Fraudsters
The affluent are increasingly being targeted by scammers—online and in real life—seeking to separate them from the wealth. Discover the methods and the steps you can take that may shut them down before they succeed.
Do You Have The Right People On Your Team
Surrounding yourself with great team members is crucial to the success of many entrepreneurs. But what does a truly committed team member look like—and how can you elevate your people to higher levels of both skill and personal investment in your business? This report shows you the path.
Smart Ways to Work on Yourself–And Live Your Best Life
Taking steps to develop yourself personally is not as challenging or painful as you might think—not even close! Check out these six steps to personal development and how to start implementing them in your life.
How to Attract and Retain Clients Through Radical Generosity
Sending gifts to your business relationships is a strategy many adopt but don’t do well. If you do gifting right, your best clients may be more loyal than ever, and provide you with the referrals you need to grow your business.
Is It Time To Stress Test Your Business Planning?
Entrepreneurs need to know they’re on track to generate the results they want and need—personally and professionally. One way to assess if your plans are at risk or if you’re overlooking opportunities to improve is by conducting a stress test.
Referrals From Other Professionals: A Smart Way To Grow Your Practice
Perhaps the most powerful way to build a highly successful high-net worth practice is to generate referrals from other professionals. The reason: While other referral methods might help you attract a large number of clients, referrals from other professionals are how many of us get our best wealthy clients.
Could Your Family Have An Affluenza Problem?
Significant wealth sometimes creates significant problems among the children of the affluent—who might assume money gives them a “get out of jail free card (figuratively and literally). Discover how to address the growing issue of affluenza in kids.
Valuing Your Business – An Entrepreneurial Best Practice
Getting a formal business valuation done can be a smart move for many reasons—especially if you’re planning to sell your company in the near future. But how do you choose the best valuation method for your situation—and come up with a number you can trust?
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