Blog: Sherpa’s Pathways to Prosperity

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.

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.

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.

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.

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?

Many people who have retired
to start their “golden years” are choosing to jump back into the workforce. Discover why—and the potential impact of un-retiring on your financial picture.

Increasingly, family members of different generations are choosing to live together—driven by a rekindled desire for the type of family closeness that has faded in recent decades. Discover what multi-generational living is all about.