Podcast Archive

Predictive Index – Selling Skills Assessment Tool

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Ms Roy reviews the PI with us from a previous podcast and introduces us to a new PI tool called Selling Skills Assessment Tool which helps business owners to quantify the sales and judgment skills of each member of the sales team. This helps to provide an objective view of sales strengths, skills and areas that warrant improvement. She then explains how to use customer focused selling to deliver the training your team needs to perform at the highest level.

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There Comes A Time

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At some point in a business owners life there comes a time to make the decision to sell the company. We discuss how and when to recognize that this might be the time and to act on it. The best way to understand this is to plan for the eventual sale of a business, understand how much the business might be worth, evaluate whether that amount supplies the assets necessary to complete your retirement plan and start to formulate a spending program for post retirement. It is seriously important to invest carefully, conservatively and with a protection of assets mentality in order to successfully navigate this next chapter in your financial life.

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