Succession Planning Archives - Page 2 of 3

Julie Keyes, KeyeStrategies, LLC

June 29, 2021 by John Ray

Minneapolis St. Paul Business Radio

Julie Keyes, KeyeStrategies, LLC

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Julie Keyes, KeyeStrategies, LLC (Minneapolis-St. Paul Business Radio, Episode 14)

As a entrepreneur who went through her own business exit, Julie Keyes, Founder and President of KeyeStrategies, is passionate about supporting business owners in their transition and exit journey. She explains the crucial differences between transition, succession, and exit, why planning for an exit involves much more than just the numbers, what to expect when working with an exit planner, and much more. Minneapolis-St. Paul Business Radio is produced virtually by the Minneapolis St. Paul studio of Business RadioX®.

KeyeStrategies, LLC

KeyeStrategies is an advisory firm for entrepreneurs looking to grow and improve their business, while also providing Exit Planning and Transition services for companies between $5-30M in annual revenue.

The firm’s mission is to help business owners increase enterprise value and prepare the owner and the business for a future exit. Their tagline says it all… “Build enterprise value today, so you can exit on your own terms tomorrow”.

Company website | LinkedIn | Facebook | Twitter

Julie Keyes, Founder and President, KeyeStrategies

Julie Keyes is the founder and owner of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting for business owners of lower middle-market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands owner motivations and the balancing act they require to work both ‘in’ and ‘on’ the business.

Julie is a Certified Exit Planning Advisor and Value Growth Advisor. She works with business owners who seek to understand and maximize their exit and critical transition options. She founded the Exit Planning Institute Twin Cities Metro Area Chapter in 2016, serving as president until 2020, and is a faculty member for their CEPA program. In addition, Julie was awarded EPI’s 2017 “Leader of Year”.

Julie recently released her first book “Poised for Exit” which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, of the same name, provides content relevant to business owners and advisors alike and can be found on all major podcast platforms.

LinkedIn | Poised for Exit

Questions and Topics in this Interview

What is the process of exit planning?
Who is involved in exit planning?
When should an owner start the process of preparing for a future exit?
Are Exit and Transition the same thing? What about Succession? How are they different?
When an owner works with you, what can they expect?
Is there any kind of urgency needed on the part of owners today? If so, why?

Minneapolis-St. Paul Business Radio is hosted by John Ray and produced virtually from the Minneapolis St. Paul studio of Business RadioX® . You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)

January 21, 2021 by John Ray

North Fulton Studio

Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)

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Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)

On the debut episode of “The Exit Exchange,” Mary Adams, Executive Director of the Exit Planning Exchange, joins the show to discuss the vision and mission of the organization and its local chapters, why collaboration among advisors is vital, and the unique issues which arise for advisors in working with privately-held businesses. Mary also lauds the XPX Atlanta Chapter and holds it up as an example for future XPX chapters in formation. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

XPX – The Exit Planning Exchange

The Exit Planning Exchange (XPX) is a multi-disciplinary community of professional advisors who work collaboratively to help owners build stronger businesses, prepare for, and execute successful business transitions. Their members, who represent 12 advisory professions, understand the value of private companies to our communities and that successful transitions require a broad view of the entire life cycle of a private company including:

– Business value growth
– Business value transfer
– Owner life and legacy

The first Chapter opened in 2007. They now have Chapters in thirteen markets in the U.S. with four more Chapters in development. The strength of their network shined in 2020 when they supported each other and their clients while growing their membership by 10% and sponsors by 5%.

Mary Adams, Executive Director, XPX – The Exit Planning Exchange

**Mary Adams, Executive Director, Exit Planning Exchange**

Mary Adams is a consultant, speaker, and practitioner of intangible capitalism which focuses on the long-term pursuit of both profits and prosperity.
Her current work is focused in three communities that she helped create: The Exit Planning Exchange that brings long-term thinking to the private company market. The Integrated Reporting U.S. Community that brings long-term thinking to public companies. And Smarter-Companies, a specialty consulting community that provides methodologies and tools to support intangible capitalism.

Mary is the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Prior to starting her consulting firm in 1999, she spent 14 years as a high-risk lender in the U.S. and Latin America at Citicorp and Sanwa Business Credit. She received a BA in Political Science from Rice University and a Master of International Management from the Thunderbird School (now part of Arizona State).

Company website

Company LinkedIn

Mary Adams LinkedIn

Questions and Topics in this Interview:

What makes the lower/middle market unique?
How does exit planning fit into this?
What is XPX’s role in this ecosystem?
The XPX Chapter in Atlanta is relatively new but just became the largest single Chapter–tell us about that.
What kinds of things are necessary to return to productivity?
How can XPX help our listeners?

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Three Mistakes Leaders Make in Developing Other Leaders, with Beth Armknecht Miller, Executive Velocity

September 29, 2020 by John Ray

North Fulton Business Radio

Three Mistakes Leaders Make in Developing Other Leaders, with Beth Armknecht Miller, Executive Velocity

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Three Mistakes Leaders Make in Developing Other Leaders, with Beth Armknecht Miller, Executive Velocity (North Fulton Business Radio, Episode 291)

Beth Armknecht Miller of Executive Velocity joins host John Ray to discuss how leaders can increase their energy, develop other leaders, improve their succession planning process, and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Executive Velocity

Executive Velocity is a leadership development and succession planning advisory firm committed to building and strengthening your leadership pipeline through coaching, custom training, and assessments.

Beth Armknecht Miller, CEO, Executive Velocity

Beth Armknecht Miller is CEO of Executive Velocity, a top talent and leadership development advisory firm. Beth is a trusted executive consultant, Vistage Chair Emeritus, and committed volunteer. She is certified in Myers Briggs, Hogan, EQi and Business DNA. And, she is a Certified Managerial Coach by Kennesaw University.

Beth’s insight and expertise have made her a sought-after speaker on hiring, leadership development, and succession planning. Her book, Are You Talent Obsessed? was published in 2014 and is available on Amazon. She is a frequent contributor to Entrepreneur Online, About.com, and TalentCulture to name a few.

She is a graduate of Babson College and Harvard Business School’s OPM program.

Company website

Facebook

Twitter

Instagram

Questions/Topics Discussed in this Show

What advice would you give leaders as they move forward?
How can leaders maintain their energy during these difficult times?
What techniques can you share leaders to up their leadership capacity?
Hiring Best Practices
Succession Planning for Small Businesses
Developing Future Leaders

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

ProfitSense with Bill McDermott, Episode 10: Kelly Taylor, Chrome Yellow Trading Co., Tim Ramsey, Bodker Ramsey, and Martha Monroe Schuon, Schuon Kitchens and Baths, Inc.

June 13, 2020 by John Ray

North Fulton Studio

ProfitSense with Bill McDermott, Episode 10: Kelly Taylor, Chrome Yellow Trading Co., Tim Ramsey, Bodker Ramsey, and Martha Monroe Schuon, Schuon Kitchens and Baths, Inc.

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ProfitSense with Bill McDermott, Episode 10: Kelly Taylor, Chrome Yellow Trading Co., Tim Ramsey, Bodker Ramsey, and Martha Monroe Schuon, Schuon Kitchens and Baths, Inc.

Coffee, succession planning, and kitchens were on the docket for this edition of “ProfitSense with Bill McDermott,” as Bill welcomed Kelly Taylor, Chrome Yellow Trading Co., Tim Ramsey, Bodker Ramsey, and Martha Monroe Schuon, Schuon Kitchens and Baths, Inc. “ProfitSense with Bill McDermott” is broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Kelly Taylor, Co-founder and Owner, Chrome Yellow Trading Co.

Husband-and-wife duo, Kyle and Kelly Taylor, started Chrome Yellow in the winter of 2013, opening up in short term, pop-up spaces around the city, while searching for the right location to put down more permanent roots.

In August of 2015, they opened their coffee and dry goods shop in Atlanta’s Old Fourth Ward. Their vision was simple: to create a clean, inspiring atmosphere that welcomed a wide range of people to meet, work and gather.

Chrome Yellow Trading Co. is a specialty coffee shop in Atlanta featuring guest roasters from across the nation, along with a small stationery and gift retail section. The name was loosely inspired by Aldous Huxley’s first novel, Crome Yellow, about an old English manor where like-minded artists, writers and creatives gathered. Chrome Yellow was started with a mission to inspire their community, with hopes to gather people of all ages, races, education and backgrounds with the help of amazing coffee, friendly staff and a beautiful, minimally designed space.

For more information visit their website or call 404-259-5030. You can also reach Kelly by email.

Tim Ramsey, Attorney, Bodker Ramsey

Bodker Ramsey is a mid-size Atlanta law firm (16 attorneys) that prides itself on providing cost effective solutions to mid-market companies as outside general counsel since 1986. They have successfully handled legal and business matters and commercial transactions for clients ranging from entrepreneurial startups to established businesses. Their practice covers a wide variety of industry areas including sales, manufacturing, distribution, logistics, software and technology applications, services and systems, intellectual property, professional services, real estate development and leasing, retail, and hospitality.

Typical representation includes such matters as corporate organization and governance, growth and succession planning, foreign investment and US inbound transactions, tax and business planning, employment arrangements, and ownership rights. They also handle family disputes for high net worth individuals including divorce, child custody, and estate and trust litigation.

A North Carolina native, Tim Ramsey graduated from Duke University with a Bachelor of Science degree. Before attending law school, he obtained his North Carolina Real Estate Broker license. Tim attended the Terry College of Business at the University of Georgia where he obtained his Master of Business Administration degree with an emphasis in Finance. He simultaneously attended the University of Georgia School of Law where he obtained the degree of Juris Doctor Magna Cum Laude. Tim is licensed to practice in the states of Georgia and North Carolina. He is a member of the North Carolina State Bar, the Georgia State Bar, and the Atlanta Bar Association (Chair, Real Estate Section 2006-2007, Board of Directors 2007-2010; Co-Chair of Managing Partner Committee 2007-current). He is also member of the Council for Quality Growth, and the Association for Corporate Growth. Tim is an approved attorney and issuing agent for Investors Title Insurance Company.

Mr. Ramsey provides general business representation to a variety of clients with emphasis in commercial real estate, business organizations and commercial transactions. Clients served include entrepreneurial business owners, software development and licensing companies, automobile dealerships, franchisees, professional service providers, insurance agents and brokers, financial advisors, commercial real estate owners, investors, developers and builders, industrial manufacturers, and retailers. He plays a key role in growth and exit strategic planning with his clients and results oriented implementation.

More information is available at the Bodker Ramsey website or call 404-351-1615.

Martha Monroe Schuon, Owner, Schuon Kitchens and Baths, Inc.

Schuon Kitchens and Baths is a kitchen and bath design firm providing cabinetry, countertops and minimal construction. Martha Monroe Schuon is retired from IBM as a Services Executive and is now an evangelist for Schuon Kitchens. She also provides business consulting and financial leadership to the company. Schuon is pronounced shoe-on.

For the last 24 years, Schuon Kitchens and Baths has built an outstanding reputation for designing and building fine kitchens and baths that are “done right the first time.” The reason is their people; they’re professionals that have the required expertise, knowledge, experience, attention to detail, and they genuinely care about our clients. Their designers, factory craftsmen, installers, sub-contractors and suppliers are all committed to client satisfaction. Schuon Kitchens and Baths offers professional kitchen and bath design services by the company’s owner, Hans Schuon, who is a certified kitchen designer and Universal Design Certified Professional. Hans Schuon has over 40 years of award-winning design experience.

You can learn more about Schuon Kitchens and Baths at the company website, or call 770-643-9000.

About Your Host, Bill McDermott

Bill McDermott is Founder and CEO of McDermott Financial Solutions. After over three decades working for both national and community banks, Bill uses his expert knowledge to assist closely held companies with improving profitability, growing their business and finding financing. Bill is passionate about educating business owners about pertinent topics in the banking and finance arena.

He currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Business Planning and Succession Planning for Seniors

June 26, 2019 by Mike

Gwinnett Studio

Business Planning and Succession Planning for Seniors

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Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families. This episode will focus on business planning and succession planning for Seniors.

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

BUSINESS SOLUTIONS Tim Young Managing Partner with WealthPoint

October 12, 2018 by Karen

Phoenix Business Radio

BUSINESS SOLUTIONS Tim Young Managing Partner with WealthPoint

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BUSINESS SOLUTIONS Tim Young Managing Partner with WealthPoint

WealthPoint’s Partners are nationally-recognized experts in family business, ownership and management succession planning, exit strategy planning, complex estate planning, key employee retention, business succession and sophisticated life insurance planning. They can also address the perils of procrastination as opposed to proactive planning.

Key Client Demographics:

Age 50+
Affluent family groups net worth $20M or more
Executive $500K or more in annual income
Closely held business $30M+ in annual revenue
Has children or key employees to succeed them
May have some planning or advisors in place

As a partner at WealthPoint, Tim Young provides his clients consultation on family business, wealth transfer, management succession planning, and owner exit strategies. Tim joined WealthPoint at the end of 2010 through the merger of Liquidity Partners, a firm he co-founded in 2006.

Tim has 20 years of experience building a family owned 2nd generation product and equipment distribution company into a $65 million company that employed more than 120 people operating in three states. Tim has held positions ranging from Sales & Marketing to President and CEO. He has been through each phase of the business life cycle from growth and succession to the successful sale of his business to a fortune 500 company.

Working primarily with business owners and their families who have a large percentage of their net worth in the value of their businesses, Tim’s work at WealthPoint focuses on ultimate life goals and how to plan for wealth transfers in the most tax-efficient and profitable manner. This comprehensive approach integrates the business owner’s personal and business balance sheet allowing them to focus on their business while we concentrate on building and implementing a plan for achieving their goals.

Tim moved to Arizona in 1977 to attend Arizona State University and has called Phoenix home ever since. Married with two children, Tim spends his free time with his family and friends. He is an avid baseball fan, musician and loves to contribute time helping others.

ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST

In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.

He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS! He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS. He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.

Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies. He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant. He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism. Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.

www.linkedin.com/in/jondeitereosimplementer
www.eosworldwide.com
www.consciouscapitalismaz.com
Jon’s Direct Line: 480-760-5809

STRATEGIC INSIGHTS RADIO: How to Mitigate HR and Benefit Risks

July 14, 2016 by Mike

Gwinnett Studio

STRATEGIC INSIGHTS RADIO: How to Mitigate HR and Benefit Risks

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On this episode of Strategic Insights Radio, Dave Wilkins with Sterling Rose Consulting Corp. discusses Human Resources (HR) services and planned benefits programs with Peter Jundt of HR Value Partners.

Peter Jundt/HR Value Partners

After a long career as an executive in the construction industry, Peter Jundt with HR Value Partners turned his focus towards people instead of the buildings that housed them, quickly becoming a leading insurance and benefits agent in the Atlanta area. A licensed insurance agent in Georgia, Wisconsin, Alabama, South Carolina and Minnesota, his mission has developed into helping businesses and individuals understand and prepare for the new paradigm of benefits and insurance that they are currently facing as a result of the Affordable Care Act (ObamaCare).

Representing HealthMarkets Insurance Agency, Peter has access to the leading providers, cutting edge technology, and superior training to provide his clients with the highest level of service and expertise. Two years ago, Peter joined forces with Brad Foley; long time friend and Chief Value Partner of HR Value Partners to broaden his portfolio of services. HR Value Partners helps businesses succeed by providing customized hands-on assistance on a project basis. Whether the need is recruiting, retention, succession planning, organizational development, HR strategy, tactical support or any other HR need, HR Value Partners stands ready to partner with you.

Phone: (262) 676-9633
Email: info@peterjundt.com

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

The “End of Life” Stage of Estate Planning

August 26, 2015 by Mike

Gwinnett Studio

The "End of Life" Stage of Estate Planning

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Adam Gaslowitz, Nikola Djuric, Brandy wright, Craig Frankel — Adam Gaslowitz, Nick Djuric, Brandy Wright, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the “end of life” stage of estate planning with their guests Brandy Wright and Nick Djuric.

Brandy Wright/Cambridge Wealth Counsel

Brandy Wright, MBA, CDFA™, CFP® is a Wealth Manager with Cambridge Wealth Counsel. She specializes in working with senior executives and successful retirees. Having extensive experience designing and implementing complex financial plans for Fortune 500 executives and Executive Retirees, she has a wealth of knowledge and experience. Brandy joined Cambridge Wealth Counsel in 2010 and works primarily in the Atlanta-Northside office.

Brandy holds a Masters in Business Administration in Personal Financial Planning from Georgia State (1999) and is a Certified Divorce Financial Analyst® and a Certified Financial Planner™ professional. She also holds a BA in Finance with a minor in Risk Management from Georgia Southern University (1997). She is a corporate member of NAPFA.

Prior to joining Cambridge Wealth Counsel, she worked for The AYCO Company, L.P., a subsidiary of Goldman Sachs, for seven years holding various positions as an analyst, financial planner and eventually as Vice President (2003-2010). Brandy also spent several years as a Trust Officer with SunTrust Bank in their Fortune 500 executive pension group (1997-1999).

Brandy lives in Buckhead, Georgia with her baby girl, Blakely, and two Shih-tzu’s, Bentley and Barnsley. She is a Kappa Delta alumna and is a home liaison for the annual Tour of Kitchens event with the Junior League of Buckhead. While not working, she enjoys movies, music, social and charitable events, Holiday fun, UGA football, any chance to get to the beach, spending time with friends and family and trying to keep up with a very happy and active Blakely!

LinkedIn: https://www.linkedin.com/in/brandykwrightcdfacfp

Nick Djuric/Sutherland

Nick Djuric advises clients on estate planning—including the preparation of wills and trust instruments and tax and succession planning for closely held businesses. A member of Sutherland’s Tax Practice Group, Nick practices primarily in estate, gift and generation-skipping transfer tax; wills, trusts, and administration of estates; tax controversies; fiduciary litigation; and private foundations. In particular, he works closely with private family offices and their professional advisors on multigenerational estate planning. As chair of the Legislation Committee of the State Bar of Georgia Fiduciary Law Section, Nick has been active for many years in the reform of Georgia’s law of trusts and estates.

Nick served as an adjunct professor of law at John Marshall Law School and Georgia State University College of Law, introducing future attorneys to wills, trusts, estates and federal gift and estate taxation. Prior to joining Sutherland, Nick was a law clerk for the Honorable Gerald Bard Tjoflat, Chief Judge of the U.S. Court of Appeals for the Eleventh Circuit.

LinkedIn: https://www.linkedin.com/company/sutherland-asbill-&-brennan-llp

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Leadership Character: Who’s Responsible For Your Success?

December 12, 2012 by angishields

Global Leader Radio

Leadership Character: Who's Responsible For Your Success?

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In this edition of Global Leader Radio, we learn that leadership character can be a study in paradoxes. Co-Founders of the Turknett Leadership Group – Lyn and Dr. Bob Turknett, joined host Alvin C. Miles to describe why integrity and strengthening your character are foundational to effective leadership.

Here are seven takeaways from our discussion:

“When juggling balls, try not to let the glass balls drop!”
Top leaders are 100% accountable and responsible for shaping and setting organizational culture…
…AND each employee is 100% accountable and responsible for making a positive impact on that culture.
Worrying is praying for the worse to happen.
Confidence is there for the taking.
Our thinking creates the way we feel and we can train our brain to help us feel better.
Our Character is something we should work to optimize every day of our life!

Listen to Lyn and Bob as they describe and unpack these points, then add their teachings to your leadership toolkit. Leadership IS a conversation!

Bob Turknett / CEO, Turknett Leadership Group

Dr. Robert (Bob) Turknett is an executive leadership coach and licensed psychologist with over 28 years of consulting experience. Both he and his wife Lyn are co-founders of Turknett Leadership Group, an Atlanta-based consulting firm providing leadership and organization development services to companies in a variety of industries.

Dr. Turknett specializes in CEO Consulting, executive team development and individual development and coaching. Bob has served as an executive coach to more than 1,000 executives in more than 100 companies, both large and small businesses in a variety of industries. His unique approach to coaching blends psychological expertise with extensive business knowledge. Typical engagements involve work with a leader and the entire team producing leadership development results that impact the whole organization.

Bob, along with business and life partner Lyn, published a book about their work together entitled, Decent People, Decent Company: How to Lead with Character at Work and in Life. The book is based on the Turknett Leadership Character Model™ that describes the kind of character all of us need to lead wherever we are. Turknett Leadership Group sponsors a Leadership Character Awards program each year in partnership with the Siegel Institute for Leadership, Ethics and Character, honoring leaders of character in the business, education and nonprofit sectors.

Prior to founding Turknett Leadership Group, Dr. Turknett was in private practice for nine years for both the Georgia and Kentucky mental health and hospital systems. He was also a co-founder of the Georgia Psychological Health Network and Chief Psychologist for the Georgia Regional Hospital System. He received his undergraduate degree in business from Jacksonville University and his doctorate in psychology from the University of Georgia. He was a member of the Phi Kappa Phi honorary society.

In 2006, Dr. Turknett received the Leadership Entrepreneurial Award presented by Jacksonville University to an outstanding alumnus. He is a member of the American Psychological Association, the Georgia Psychological Association, the American Management Association, the Society for Human Resource Management, the Atlanta Rotary, and the Metro Atlanta Chamber of Commerce. In addition, Dr. Turknett is an active United Way volunteer and served two terms as co-chair, with wife Lyn, of the Cole Society for Leadership Giving. Each year the Turknetts devote a portion of their time to pro-bono work with various organizations.

Lyn Turknett / President, Turknett Leadership Group

Carolyn Turknett has more than 20 years experience in management and leadership consulting. The focus of her work is character in leadership, organization assessment and change, executive team development, and leadership in turbulent times.

Ms. Turknett’s consulting engagements have included leadership and executive team development, cultural assessment and change, mergers, and individual feedback and coaching. She is particularly interested in helping teams at all levels improve effectiveness and working relationships, and in helping organizations maximize intellectual capital and create cultures that support flexibility and initiative.

Ms. Turknett received her B.S. in Mathematics from the University of Georgia, where she was a member of Phi Beta Kappa. She received her M.A. in Sociology, with special emphasis in organizational sociology, from the University of Georgia.

Current research interests include leadership and Constructive Developmental Theory and gender differences in leadership style. In presentations at national and local conferences and in publications, Ms. Turknett has addressed such topics as leadership character, succession planning, trends in executive development, executive coaching, executive onboarding, retention, organizational culture, women in leadership, and revitalization after downsizing.

Lyn, along with business and life partner Bob, recently published a book about their work together entitled, Decent People, Decent Company: How to Lead with Character at Work and in Life. The book is based on the Turknett Leadership Character Model™, a model that describes the kind of character all of us need to lead wherever we are. Turknett Leadership Group sponsors a Leadership Character Awards program each year in partnership with the Siegel Institute for Leadership, Ethics and Character, honoring leaders of character in the business, education and nonprofit sectors.

Ms. Turknett is a member of numerous professional organizations, including the Academy of Management, the Organization Development Network, the Society for Human Resource Management, and the Organization Change Alliance.

Lyn has long been an active United Way supporter. She has chaired the United Way in DeKalb campaign, and is serving currently on the United Way of Metropolitan Atlanta Board of Directors. She has served as chair of the Community Investments Committee, and has served with her husband, Bob, as co-chair of the United Way Cole Society for Leadership Giving. She is also an elder in the Presbyterian Church.

Contact Bob or Lyn: (770) 271-1723, lturknett@turknett.com or bturknett@turknett.com

Which Book Has Most Impacted Your Leadership Ability?

Bob: