The Family Business Executive Forum™
Presents
Finding Trusted Advisors
When and How to Choose One for Your Family Business
Thursday, January 30th, 2024
12pm - 1pm ET
Save Your Spot for January 30th, 12pm ET, Live via Zoom
What You Will Learn
- Key Signals for Engaging Advisors: Understand when it’s time to bring in outside guidance and how to ensure it creates maximum impact.
- Essential Criteria for Advisor Selection: Learn what truly makes an advisor effective – beyond credentials – so you can build lasting, value-aligned relationships.
- A Roadmap for Legacy and Growth: Discover how the right advisors can help you strengthen your business today and secure its purpose-driven legacy for generations.
Avoid Costly Mistakes in Choosing the Right Advisor
Choosing the wrong advisor for your family business can cost you three to five times your initial investment. It leads to poor decisions, wasted time—for you and your team—and missed opportunities to transform your business and protect your legacy.
But how do you separate the right advisors from the wrong ones? This exclusive forum will provide the tools and strategies you need to confidently select business partners who deliver meaningful results while also respecting your unique family dynamics. It’s not just about credentials. It’s about finding advisors who align with your values and vision to propel your business forward.
What Makes This Forum Different?
Insights Tailored to Your Needs
Chris and Jeremy will take a personalized, real-time approach, adapting their guidance to address your specific challenges.
Real Talk About Family Dynamics
Family businesses face complex emotional layers. This session will dive into deeper issues beyond surface-level advice, helping you identify and tackle root challenges.
Actionable Strategies You Can Trust
Leave with clear, practical steps to evaluate advisors and build partnerships that align with your goals and ensure long-term success.
The Family Business Executive Forum
The Family Business Executive Forum is a series of exclusive virtual gatherings designed specifically for family business leaders and their advisors. These forums serve as a platform to bring together the best expert advisors from around the world to share their insights on the most important topics in family business leadership. Addressing family business challenges requires a different approach. We recognize that without addressing the human dynamics within family businesses, it's nearly impossible to touch the strategic side effectively.
Confidentiality and Anonymity
We understand that matters pertaining to family and business can be especially sensitive. Hence, we host these forums as a webinar so that no one in attendance outside of our team has access to the name of any other attendees and there is no option for attendees cameras to be seen. We will open the question box for questions at various times throughout the forum, and no one outside of our team can see or access the questions. We are committed to the privacy and confidentiality of our attendees.
Learn From Industry Experts
Meet our host and guest speaker.
Host
Chris Yonker, CFBA
