COVID-19 has profoundly affected all of us.  There is no area of our lives that has escaped its wrath. From the loved ones lost to the lives that have been forever changed, from our restricted social interactions to our ever-changing workplace policies and practices, and from the youngest among us to the oldest, virtually nothing and no one has avoided being touched in some way.   

Often a brand that succeeds where others fail is the first to admit, “We’re not perfect.” That brand accepts that mistakes will happen, but what they know is that what they do next can make all the difference. Many brands have built a strong reputation for exceptional responses to displeased customers including, L.L. Bean, Chewy ...

Recently, I was asked to speak at the launch of the United States bipartisan Congressional Caucus focusing on Stakeholder Capitalism. Stakeholder Capitalism is a1950s management theory that posits that business should focus on the needs of all constituents, not just shareholders. I’m encouraged by the launch of this caucus and the aspiration to leverage a ...

“I’m fully vaccinated. Can I come and see you in person?”   After more than a year of working remotely and seeing clients over Zoom, these requests are starting to come in. Now that COVID is winding down and restrictions are relaxing, organizations and companies have to figure out how to go back. And the really big question ...

Summer is not only time for cookouts and beach days, but as business owners and leaders, it’s also time for retirement plan reviews. These review conversations should include discussions of fees – something that may seem easy to brush off as standard and mostly static, but in fact, closely examining the fees makes a difference ...

As a small business owner and leader, it’s likely there’s some intersection between how you’re setting up a legacy and protecting your business and how you can wisely manage your personal finances, including income tax planning, risk management, retirement planning and estate planning.

“I’m fully vaccinated. Can I come and see you in person?” After more than a year of working remotely and seeing clients over Zoom, these requests are starting to come in. Now that COVID is winding down and restrictions are relaxing, organizations and companies have to figure out how to go back. And the really ...

The business owner needs to have a great relationship with two or more financial sources so they get to evaluate various options and aren’t limited to just one solution which may not be the best solution for their current situation.

I still believe it to be relatively impolite to discuss the 2020 election in mixed company, so I won’t. But didn’t I just already mention…? I won’t.

As if you don’t have enough to think about while trying to lead your business to success, or today perhaps even survival, now you have a new area of concern. Should your business weigh in on controversial political issues? How do you respond to pressure from employees, customers, or activists? If you are going to weigh in, how should you choose to use your influence?

The past year has led to more changes than anyone could have anticipated. While the banking industry had already been making moves toward technological innovation, the pandemic significantly sped up that trend.

Often a brand can outlive its actual company. People will still remember it long after it’s off the shelves. Brim coffee, Underalls pantyhose and Eagle Snacks come to mind. But what of the opposite? What brands have been largely dismissed as gone but actually live on? Here are a few that might surprise you. Blackberry ...

The federal Paycheck Protection Program (PPP) application deadline has been extended to May 31, offering small businesses another opportunity to secure critical funds to curb the economic ripple effects of the pandemic.