Many family businesses do not think past the near future and as a result do not survive into the next generation. The sad truth is that what starts as a strong business in one generation often loses its ambitious direction as it is passed to the next generation. Out of every one hundred American family businesses, only THIRTY-THREE make it to the second generation. Of these surviving … consider this

What's your passion? Is it helping others succeed? Are you an agent, salesperson, or financial strategist looking to gain new clients or possibly trying to find a new niche? Maybe, it's time for a change and you are not sure which direction that you want to go? Working with business owners is a great niche with plenty of opportunity.  It is stimulating, … Join Us

Family Business Secrets for Advisors Family Business Secrets (FBS) for Advisors is for financial advisors that want to reach a market of family businesses that need our combined expertise. It is only when preparation meets opportunity that magic happens. We show financial advisors how to grab that magic by preparing for the opportunities ahead of you. Irving R. Katz, President of Katz … learn more..

The Family Business Secrets for Advisors Field Guide is the first step in a potentially lucrative journey with Family Business Authority. This workbook was specially created for new and experienced advisors. It contains resources and best practices that have helped Irving Katz become a sought-after coach/strategist and speaker on family business matters. Family Business Secrets Field Guide for Advisors is a reference tool for launching and growing your financial advisory practice The field guide goes deep into the three questions advisors have: *How do I build my database with well qualified business owners? *How do I market to those business owners in ways that get results? *How do I have great conversations with business owners when they meet with me? The field guide … Learn more