2+2 = 5: The importance of the year-end advisors’ meeting

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in Business Management,People Management

Successful business owners have key advisors, which they typically refer to as their “team.” In reality, the advisors mostly function independently, each advising in his/her area of expertise. When advisors do collaborate, it’s typically by phone or e-mail, one-on-one, on a discrete matter, rather than collectively as a team, regularly meeting to review the spectrum of issues and planning strategies for the business. 

As with any team, it’s the synergy of the members working together that optimizes the talents of each and promises the best overall outcomes for the enterprise. So, the annual meeting is the single most effective tool available to a business owner to take full advantage of the complementary strengths of his/her team of advisors. 

Logistics and Coordination

Set your annual meeting at fiscal year end, giving each advisor at least two months prior notice to adequately prepare. Designate a meeting facilitator. The f...(register to read more)

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