The Grail with Keith Gregg (2/10/21)

Let’s dive deeper into our discussion on the ROI Power that Chalice Network membership gives you. We demonstrated that even if you focus on only a handful of ways that Chalice helps your team, it’s easy to see the value far outweighs the cost of membership.

The Grail with Keith Gregg (2/3/21)

Running a small and midsize business is one of the most challenging professions there is, period. There are so many facets to the jewel that is your business that it’s dizzying trying to manage, improve and make each one shine brightly.

The Grail with Keith Gregg (1/27/21)

Independence means freedom from outside control. However, it's not without outside influences or competitive forces. Today, there are well over 300,000 independent financial advisors and RAs. In fact, there are more independent business owners in financial services than there are employee advisors.

The Grail with Keith Gregg (1/20/21)

Today we are focusing on how we help you monetize your business; and it comes as no surprise that SMB owner interest levels soar when we cover this topic — as does the value of becoming a Chalice member.

The Grail with Keith Gregg (1/13/21)

Treat your business like it’s your baby. I’m sure you’ve heard this saying before: give your business the love, attention and care it needs to survive and thrive. While this metaphor typically relates to aspects of managing and investing in your business, consider it through a more profound lens — protecting your business.

The Grail with Keith Gregg (1/6/21)

Increasing the value of your business is a primary goal that every progressive business owner shares. However, this common objective is anything but common in terms of one’s ability to accomplish it, as it distinguishes good leaders from the great and the great from the visionaries.

The Grail with Keith Gregg (12/30/20)

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As discussed last week, starting a business poses a unique set of challenges. However, successfully running a business, maintaining consistent operational efficiency and high-quality client service all simultaneously creates a different set of hurdles to overcome.

The Grail with Keith Gregg (12/23/20)

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Entrepreneurial spirit is so powerful and unique, yet it’s perpetually generated by independent advisors and business owners. This passion and energy is essential for success, but you also need help and guidance to overcome the unique challenges you face in the financial services arena.

The Grail with Keith Gregg (12/16/20)

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Increasing the value of your business is a primary goal that every progressive business owner shares. However, this common objective is anything but common in terms of one’s ability to accomplish it, as it distinguishes good leaders from the great and the great from the visionaries.

The Grail with Keith Gregg (12/9/20)

Running a small business is not for the faint of heart. Myriad responsibilities, a surplus of critical decisions and ongoing effort to streamline your day-to-day activities can be dizzying...