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Value Creation Blog

Using DISC And Kolbe To Build Great Teams

DISC and KolbeI spend a lot of time coaching Clients on how to appropriately use personality profiles for helping them build and analyze their teams.  Whether these teams are Clients or people who work in their organization, having behaviorally balanced teams is important when your goal is to have a group that moves your company or firm forward.

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Topics: DISC, Kolbe Index, Organizational Development


Increase The Value Of Your Financial Advisor in Burlington , Stowe, VT

financial advisor stoweI spend a lot of time either working on my own practice or helping other financial advisors work on their practices.  Much of this work focuses on what one can do to improve the value of their practice. 

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Topics: business exit planning, for advisors, niche business, Organizational Development, Exit planning for advisors, niche management


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