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Index/Leadership/Legacy Builders
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Beyond the Vision: Leveraging a Thinking Partner to Identify Blind Spots

Legacy Builders · 2024-07-05 · 44 min

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Topics in this episode

Financial planningFinancial wellbeingcory gagnonjames grievenew podcast

Episode notes

In our latest episode, we welcome James Grieve, Founder & Principal Strategic Advisor at Catalyst Strategies Consulting and Past President of the Institute of Certified Management Consultants of British Columbia. Join us as we discuss the significance of humility, curiosity, and a purposeful process in uncovering blind spots, fostering alignment, and preparing businesses for successful transitions. James stresses the power of a strong strategic foundation, effective change management, and the vital role of the community in enabling leaders to leave a lasting legacy. James' approach to developing purposeful strategies and managing change underscores the importance of having a trusted thinking partner to navigate the unique challenges and opportunities faced by family enterprises. By showing up, being present, and giving his all, James provides effective guidance and support to his clients. He encourages an innate curiosity and the ability to pull together the right people and resources to deliver the best outcomes.

Related episodes across the Index

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  • Danny Saucedo and Daniel Thompson - Real Estate, Taxes & Financial Planning - Episode 116One More Round Podcast · on Financial planning71 / 100
  • The Paraplanner to Adviser Pipeline: How to Bridge the Gap | Georgia Thomas & Andrianna RawlingsHoxton Life · on Financial planning68 / 100
  • That’s a Wrap Compliance Roundup with Corinne TironePCTY Talks · on Financial wellbeing61 / 100
  • The Problem With Your Annual Budget (And What Actually Works) | Ep 252Strategy Meets Finance · on Financial planning

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