by Rob Weinberg | May 8, 2023 | White Papers
Big Picture Results Position Paper – Employee Retirement Accounts; Employee Perk / Employer Caution – CalSavers Many small business owners see employee IRAs as a valuable employee perk. Our position paper will discuss the business landscape in California and...
by Rob Weinberg | Dec 9, 2022 | White Papers
Stop talking about sales, selling, salespeople and how they need to get better. In many organizations, salespeople are some of the most skilled people. They are good at their jobs. They know the difference between talking and listening, asking questions and pitching,...
by crtstg | Apr 11, 2022 | White Papers
You’ve built a successful organization and you’re starting to think about next steps. Maybe it’s time to retire or to move on to another adventure. Or perhaps you’re merely trying to be organized in case something unforeseen happens. If you’ve got a family-owned...
by crtstg | Jan 27, 2022 | White Papers
With the holidays now solidly behind us, it’s time to get serious and establish new business goals for 2022. We’re reminded of a quote from Fletcher Byron, who noted; “To the proverb which says ‘A journey of a thousand miles begins with a single step’ I would add ‘and...
by crtstg | Nov 8, 2021 | White Papers
A few years back, I taught a class for the Osher Lifelong Learning Institute at San Diego State. Osher provides an affordable, pain-free way for mature adults to update their learning skills and mastery in a university classroom setting. I organized the course around...
by crtstg | Oct 11, 2021 | White Papers
A recent study by global management consulting firm McKinsey & Co. reports 40% of employees want more than just a paycheck to give their lives meaning. These people are ready to walk out the door, even without another job lined up, because they’re not getting...
