Excellence Enablers Private Limited’s Post

What to budget for an Advisory Board?

𝐁𝐨𝐚𝐫𝐝 𝐌𝐞𝐞𝐭𝐢𝐧𝐠𝐬 & 𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧𝐬💼 This week and the previous weeks towards the end of March - End of Q1 saw a lot of companies holding AGMs and Board Meetings. This signifies completion of audits, declaring dividends etc. But no one ever talks about what goes into preparation for a Board Meeting. This week is my turn!!💬 Stay tuned, maybe I will wrap up the week with key takeaways and reflections on Friday. Can't wait to hear from all of you! #BoardMeetings #ProfessionalGrowth #Collaboration

If you are an adviser looking to grow your business, this is an event not to be missed! Consilium is excited to host this one-of-a-kind event, bringing you a stellar line up of guest presenters, including international speaker and adviser referral expert, Dan Allison from the USA. We are also pleased to announce industry leader David Greenslade, Strategi Group and commentator David Boyle as MC for the event. Find out more and register here https://lnkd.in/dYi97K9y Gain insights from business leaders, industry experts and fellow advisers on how they have achieved growth in their own practices including; ✅ THE POWER OF REFERRALS Valuable insights into how you can use referrals to boost your business, without feeling salesy. ✅ BUILDING A SUCCESSFUL ADVISORY BUSINESS Discover the traits of a prosperous financial advisory business from an industry expert, including 7 hard won business lessons you'll want to know. ✅ INDUSTRY LEADERS SHARE THEIR INSIGHTS Uncovering new opportunities, creating efficiencies and implementing growth strategies into their own practices. ✅ INTERACTIVE PANEL DISCUSSION FROM FELLOW ADVISERS If you're ready to move your business to the next level register today - https://lnkd.in/dXmvbmfv   #Consilium #businessgrowth #Advisers #financialadvice #businessleaders

Ever wondered if you have what it takes to win a corporate award? https://lnkd.in/eD9cJwrk Our new article from an industry veteran reveals the secrets to crafting a winning entry. 📝 Discover how an awards expert can help you stand out from the competition. #awards #business #recognition #tips

Do you know what matters on Monday? It's Monday morning, which means thousands of business leaders and governance experts just opened our 'What Matters on Monday?' newsletter. If you'd like to be among them, sign up for a weekly round-up of the stories that matter for the boardroom: https://bit.ly/4bYnRYY

Ever wondered if you have what it takes to win a corporate award? https://lnkd.in/eD9cJwrk Our new article from an industry veteran reveals the secrets to crafting a winning entry. 📝 Discover how an awards expert can help you stand out from the competition. #awards #business #recognition #tips

Elevating success together! 🌟 Hear from Luis Scott, CEO of an 8 Figure firm. His endorsement speaks volumes about the impact and value we bring to the table. Grateful for the trust and proud to be part of his firm's journey to continued excellence. 🚀💼 #leducentertainment #8figurefirm #consultant #SuccessStories #ClientTestimonial #LuisScottApproved #testimonialtuesday

Mackey McNeill, CPA, PFS is known for being a rebel, and breaking barriers has led her to great things. Defying the norms in the accounting world, Mackey has taken a step beyond the numbers and has embraced the people behind them to create positive change. See who else is joining Mackey on the Summit stage in the full Summit agenda!! https://hubs.li/Q02rRV2c0

Here is the latest in a series of monthly conversations I have with IAB CEO Sarah Palmer. Today's episode focuses on the importance of education for finance professionals - whether they want 'business as usual' or are keen to expand their offering. https://lnkd.in/evyhx9fK

No leader does it on their own. They need the right people with them. Great insights and solutions from my colleagues Andrew J Pepper and beatrice lafon during our Webinar on Monday on the importance of having the right NED or advisory board. Thank you to Resolve and to those who participated. For those that missed it access to a short recording of the highlights is included in this post. Most NEDs and advisory boards are not delivering the value expected and that is because they are not tailored to the future needs of the businesses. These needs are not the same depending on the size of the business, its type and future plans. The right advice from the right team of experts with the relevant experience and strong team culture can significantly improve the success of a business and reduce its risks according to many studies. But simply appointing trusted friends, family, ex-executive or named individuals will focus you on the past, incur costs, add red tape and not provide the future support the operational executives need. Getting the right people on board is always the key to winning. #NED #advisoryboards #diversity #leadership #topteam #strategy #turnaround #coaching