A professional Fiduciary – Do you need one?

You need a professional fiduciary if you have an estate plan. A compilation of statistical resources reveal that anywhere between 66-80% of Americans do not have an estate plan. Besides our natural denial that we are mortal, other reasons can cause procrastination in setting up our formalized plans.  Without an estate plan, specifically a living…
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The Power of a Smile: Enhancing Leadership, Teaming, and Relationship Building

As a psychologist who always emphasizes that “Business is Human”, I believe that understanding the emotional underpinnings of our interactions is key to success in any professional setting. Therefore, in this blog, I write about harnessing the power of a smile to transform leadership, teamwork, and relationships. Smiling and Leadership Leadership is as much about…
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Navigating the California Redemption Value (CRV) Program for Wineries

The California Redemption Value (CRV) program, established in 1986, is a cornerstone of the state’s recycling and environmental efforts. Aimed at reducing litter and encouraging recycling, CalRecycle imposes a fee on consumers at the time of purchase for eligible beverage containers, which is refunded upon the container’s return. For wineries in California, navigating the intricacies…
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Budgeting for Managed Cybersecurity Services in 2024

Have you taken time to review your cybersecurity budget for 2024 yet? It is no longer optional. Going without managed cybersecurity services that fit your organization’s unique needs can increase risk, negatively impact your reputation, and result in major fines and other costs related to data breaches.   Going Without Cybersecurity Strategies Can Impact Your…
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Future-Proof Your SMB: Fighting Cyber Threats and Data Breaches in 2024

As we forge ahead into 2024, small and mid-sized businesses (SMBs) find themselves on the front lines of a dynamic cyber threat battlefield, where vigilance and preparation are no longer optional. The age of relying solely on traditional antivirus software has passed, and the rise of sophisticated, AI-driven threats necessitates a proactive approach to cybersecurity….
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Developing a Compelling & Inspiring Vision

Do you ever get frustrated because you spend so much time working IN your business, you feel like you never have enough time to work on your business? If you answer “yes”, you are not alone. As a business advisor to smaller manufacturers, wineries and services companies I hear this frustration frequently. You have so…
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