Taking Care of Your Business

Mike Cuneo, Wealth Manager

Mike Cuneo, Managing Partner for Compass Advisors, describes his commitment as a fiduciary to put the needs of the client first when providing financial advice. As an advisor to many small business owners, he sees that there is often significant overlap between the financial performance of the business and the owner's individual financial plan.

Blueprint Part 4: Improving Culture

This video on improving culture is the final segment in a four part series on the topic, "The CEO's Blueprint for World-Class Leadership."  Culture is a company's DNA: it sets you apart, helps you attract and retain talent, and makes customers proud to work with you.  There are three tangible steps leaders can take to strengthen their company's culture: create a rallying cry, embrace diversity of thought and build resilience.  

Blueprint Part 3: Driving Purpose

The topic of this video is "driving a sense of purpose," the third in a four part series that provides a blueprint for world-class leadership.  A company's purpose is its fuel: what keeps the company going.  And one of the most important things a CEO can do to ensure lasting success is communicating a clear mission and purpose.  Employees today are free agents, and it's more important than ever to build a purpose-driven culture that appeals to the type of employee who will drive the business forward.

Part 2 Blueprint for World-Class Leadership

This is the 2nd in a 4 part series on world-class leadership, which includes building trust, driving a sense of purpose, improving culture and fostering success. The video begins with the recognition that employees need to be able to trust their leader as someone they can turn to during uncertain times. Great leaders build environment where employees can trust each other, as well as their leaders. And the best CEOs also trust their employees: trust is a two way street. The 3 steps to build trust are: demonstrating integrity, delegating effective and leaning on teams to find solutions.

CEO Blueprint Part 1

This is the 1st in a 4 part series that provides a blueprint for world class leadership, adapted from Sam Reese's experience advising CEOs all over the world.  This plan describes how to build trust, drive purpose, improve culture and foster success.  The foundational principles for world class leadership include: focusing on what you can control, not making excuses, setting clear goals and focusing on results, continuously improving and celebrating both big wins and small ones.

The Teamwork Trifecta: Part 3

This is the third in a three part series on breathing new life into your team. Taking a cue from Patrick Lencioni, this series explores the three key ingredients of a high performing team. Part one was about getting the right people on the bus, and part two was about getting people into the right seats. This video is about the third leg of the stool: driving team performance. Even the best teams struggle, and it is only when they demonstrate the courage to step up and address the five common dysfunctions of a team that they can get to the next level, and drive organizational performance as a cohesive and effective team.

The Teamwork Trifecta: Part 2

This is the second of a three part series on the power of teamwork as a competitive advantage. Taking a cue from Patrick Lencioni, the "teamwork trifecta" is a three legged stool that provides a roadmap for how to build cohesive and effective teams. This video focuses on the second leg: getting the right people in the right seats.The key insight is this: different people have different gifts, and this has two implications for leaders who want to build strong teams: 1. you want each individual to leverage their unique strengths; and 2. you want each team to have a good balance of complementary strengths.This video discusses the six gifts--what Lencioni calls "working geniuses"--that every high performing team needs.

Teamwork Trifecta: Part 1

This video is the first in a three part series about teamwork, which is a game changer for organizations that want to get to the  next level.  Taking a cue from the best-selling author, Patrick Lencioni, there are three steps to create an awesome team.  The first is getting the right people on the bus.  Once they're on the bus, the second step is getting everyone in the right seats.  And after you've got everyone in the bus squared away, the third step is driving team performance.  This video focuses on getting the right people on your bus.