The Robison Blog
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September 8, 2008
Five Ways To Expand Your Succession Planning Business, Part 2
Last month in this newsletter, we highlighted the requirement that you first have a solid understanding of yourself and your client service team. This month we are focusing on understanding your...
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September 1, 2008
Five Ways To Expand Your Succession Planning Business, Part 1
To be successful in selling and providing any professional service, it is imperative that you first have a solid understanding of yourself, your clients, and your team. This knowledge is essential...
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July 28, 2008
Common Impulses That Lead Us To The Wrong Conclusions, Part 2
Last month, we explored four common impulses that do not promote rational decision-making. In the sale or transfer of a Family Business, these impulses can often lead the client or Advisor...
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July 22, 2008
Common Impulses That Lead Us To The Wrong Conclusions, Part 1
For many, the transfer of a Family Business can paralyze the Advisor as well as the Owners. There are so many decisions, and so many choices. What should be tackled first? There is, in fact...