We want to make change an accessible and manageable topic; one that is not driven by fear or resistance. We want our readers to realize that planning for and leveraging expected and unexpected change is both a process and a skill.
The title Zoom Out is meant to describe the ability to disengage from the immediate and expedient, from the specific and tactical. By zooming out to a broader, more strategic vantage point, we are able to reset our focus, fine-tune our direction, and better prepare for and manage change.
If you are the leader of a multi-generational family in business together or an advisor serving such families, one of your biggest challenges is preparing for and managing change while sustaining relationships, financial security and emotional well being. We have … Continue reading
by Michael T. Hartley, CFP - CEO DKE Inc
