Robert Nickey – Crucial Questions to Increase Business Profits

“Ask any business owner and they will tell you how important delegation is in managing their business. However, you would be confused when you see the same business owner completing low-impact work each day. In his book The E-Myth Michael Gerber describes 2 distinctive roles a business owner represents, the Technician and the Entrepreneur.” -…

Wicked Problems – #1

“I would not give a fig for the simplicity this side of complexity; but I would give my life for the simplicity the other side of complexity.”Supreme Court Justice Oliver Wendell Holmes Doug Marshall - August 13, 2020 There are easy problems and there are stubborn problems. Stubborn problems are Wicked Problems. Planning Problems are Wicked Problems. Business Value Protection Planning is a…

Ready Team Go!

Having the right Business Value Protection Planning team is a high priority for a business owner. Those owners who understand and demand this experience far less frustration in the planning process. The second of the three planning principles at Marshall+Viliesis is Partnership. It gets to the heart of the need for a team of professionals…

Making a Connection with you and your Business

Everyday we remind ourselves what your business means to you the owner. All of our knowledge about business owner protection planning is meaningless unless we focus on this one graphic. Your business is your largest asset and supports the lifestyle you enjoy with your family. It is important to your employees, customers, community and suppliers.…

Solving Problems or Treating Symptoms

Understanding the nature of the problem is a prerequisite to finding a solution to a problem. Anything else and you’re treating a symptom and the problem is not eliminated. Too often in business owner protection planning we only treat the symptoms which can lead to disaster. Here are a few simple ways you as a…

Critical Decisions for Business Owners

Douglas L. Hubbard is the author of four books on the subject of risk management. Two of his books are on the required exam preparation reading list for the Society of Actuaries. In a presentation “How to Measure Anything” Hubbard threw up a slide titled Critical Decisions & Measurements. He asked three questions of the…