Your Values Based Legacy


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From Values to Action: The Four Principles of Values-Based Leadership


From Values to Action: The Four Principles of Values-Based Leadership

Author: Harry M. Jansen Kraemer, Jr.

language: en

Publisher: John Wiley & Sons

Release Date: 2011-03-10


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Silver Medal Winner, Business and Leadership, 2012 Nautilus Book Awards Respected former CEO, professor, and speaker examines what it takes to become a values-based leader In this highly-anticipated book, Harry Kraemer argues that today's business environment demands values-based leaders who, in "doing the right thing," deliver outstanding and lasting results. The journey to becoming a values-based leader starts with self-reflection. He asks, "If you are not self-reflective, how can you know yourself? If you do not know yourself, how can you lead yourself? If you cannot lead yourself, how can you lead others?" Kraemer identifies self-reflection as the first of four principles that guide leaders to make choices that honor their values and candidly recounts how these principles helped him navigate some of the toughest challenges he faced in his career. Offers a framework for adopting the principles of values-based leadership—self-reflection, balance, true self-confidence, and genuine humility—to lead organizations effectively Based on Kraemer's popular Kellogg MBA course on values-based leadership A recognized expert in values-based leadership, Kraemer is a sought after speaker on the subject Lively and engaging, Kraemer's book comes at a critical time when true leadership in every facet of society is desperately needed. All of Harry’s proceeds from the book sales are donated to the One Acre Fund in Africa.

Values-Based Estate Planning


Values-Based Estate Planning

Author: Scott C. Fithian

language: en

Publisher: Wiley

Release Date: 2000-04-13


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Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of the largest intergenerational transfer of wealth in history, have a daunting set of financial concerns with which to contend. Here at last is a step-by-step approach to estate planning that equips planners and financial advisors to help clients tackle this important process once and for all. Most clients understandably find planning concepts and strategies confusing, but most also have a fairly sound understanding of who and what is most important to them. These are the priorities from which to build the foundation of a successful estate plan. The seven principles explored in this book use personal values as a basis to form The Legacy Planning System. With this approach, advisors can: * Help clients discover and solidify their deepest values, convictions, and objectives relative to their money * Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement * Serve as the team leader in advising clients and clients other advisors on how to use the mission statement to direct the planning process Clarifying your clients priorities and personal goals will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics, taxes, and financial situations not to mention accepting one s own mortality is difficult for many people. In addition, since estate planning often requires a shift in ownership of assets, clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They ll thank you for generations to come. Praise for Values-Based Estate Planning "Scott Fithian s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy through the concept of social capital which should be a key element to the planner s inventory of client questions."--Charles W. Collier, Senior Philanthropic Advisor, Harvard University "This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients own values. Scott Fithian s Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience, while broadening the subject with illustrations of effective employment of the methodology he has developed."--David Wheeler Newman, JD, LLM, Mitchell, Silberberg & Knupp LLP "Fithian s view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client s total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs, attorneys, insurance agents, or other advisors." & mdash;Jessica M. Bibliowicz, President and CEO, National Financial Partners "Scott s wealth optimization system is truly revolutionary. For the first time, affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation, management, and transfer over time. An outstanding reference!"--Robert Keys, The Private Client Group

Unstoppable: The Ultimate Guide to Unlocking Your Potential and Achieving Success


Unstoppable: The Ultimate Guide to Unlocking Your Potential and Achieving Success

Author: Guillaume Lessard

language: en

Publisher: iD01t Productions

Release Date: 2024-12-20


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What’s holding you back from achieving greatness? Unstoppable is more than a book—it’s your personal guide to tapping into the power you already have and unlocking the future you deserve. Packed with actionable advice, cutting-edge strategies, and motivating insights, this book will teach you how to: ✅ Define Success on Your Terms: Forget the cookie-cutter approach—create a vision that’s meaningful to YOU. ✅ Cultivate a Success Mindset: Overcome doubt and build the mental resilience to conquer any obstacle. ✅ Master Time and Energy: Stop the burnout cycle and align your actions with your goals. ✅ Build Powerful Habits: Use science-backed methods to create lasting routines that drive results. ✅ Thrive in Uncertainty: Stay confident and adaptable in an ever-changing world. Written by Guillaume Lessard, founder of iD01t Productions, Unstoppable brings together the secrets of high achievers, blending practical tools with motivational inspiration to help you take control of your life and reach new heights. Are you ready to unlock your potential and achieve the success you’ve always dreamed of? The time is now—become Unstoppable.