This week, special guest, Tyler Furger, CFP of Illumine Financial, walks us through a case study of how to create overall strategic alignment for a business.

Tyler covered some hot topics like: 

  • Creating a strategic focus and shared vision between key employees & shareholders
  • Methods to overcome the talent shortage 
  • Structuring growth & equity plans 
  • Advantages and disadvantages of a “pay for performance” culture 
  • The importance of a Virtual Family Office 

Discover more insights from Tyler, one of our very own experts, in the video below! 

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