Jacoline Loewen

November 9, 2012

What drives change - emotion or logic?

Is it emotion, rather than logic, that is the key driver to change?

November 8, 2012

Is excellence a habit?

Excellence is not an act but a habit and all the companies in the world are not having great sense to excellence.
Take an example of Google, who born and brought up with the idea of Innovation, Excellence and Inverted Leadership.
Hence forth, they achieved a product and results in the last 14 years which most of the companies can't even think up as goals. Companies need to do more to encourage the dreams of entrepreneurs, not just the drudgery of corporations.

Jacoline Loewen See Jacoline on BNN, The Pitch Author of Money Magnet Director, Crosbie Co.

Crosbie & Co.

150 King Street West

Toronto, ON

M5H 1J9

416 362 7726

November 7, 2012

What is the cure for organizational paralysis?

As dull as it is, that old addage "leadership begins at the top" is still true. Many Executives who, when faced with what appears to be an obvious decision that will benefit the company, simply can't pull the trigger. What is the big stumbling block?
Fear of looking bad?
Wondering if "the Board" will ask why it wasn't done sooner?
Fear of screwing up? Who knows the reason; but, with indecisive or reluctant leadership, the organization eventually takes on the same personality - filtering down through middle management to each employee. Ask around and you'll likely find that people know what should be done; but, no one takes action. Find a cure for this "organizational paralysis" and we can make a lot of good things happen!

Jacoline Loewen See Jacoline on BNN, The Pitch
Crosbie & Co.
150 King Street West
Toronto, ON
M5H 1J9
416 362 7726

Why are companies reluctant to consider new ideas that could save their companies millions of dollars? Is it the risk of looking bad for not having found these ideas before or is it complacency?

Here are my initial thoughts, but we will run with this theme this week - CFOs and their Risk Appetite:

Fear...the fear of looking bad. If any decision maker or an individual who can influence the decision perceives any personal risk he/she will kill it. The culture of the organization and the relationship between the decision maker and his/her boss/peers can definitely come into play here.
Complacency...without any incentive to change, why do anything new/different?
And arrogance...I am the smartest guy/gal in the room and anything I have not thought of isn't worth my time. At the group level, we are the smartest/best in the business so we are already doing things the best. You get the idea...

Jacoline Loewen 416 662 1930 Author of Money Magnet.

Jacoline Loewen See Jacoline on BNN, The Pitch Author of Money Magnet Director, Crosbie Co.
Crosbie & Co.
150 King Street West
Toronto, ON
M5H 1J9
416 362 7726

November 5, 2012

How can CFOs lengthen the average tenure of 18 months?

Many lower-level employees constantly make recommendations to improve the business -- and that is how they get promoted. Some people make recommendations, but these suggestions fall on deaf or antagonistic ears.

How to get the benefits?

To keep away from a general management textbook shelf, I think the bigger issue is the fact that we train people in sales, accounting, software development, and other vertical skills -- and we under-train in horizontal change methods, technologies, training and techniques. Most change, in the "millions" category require changes across organizational line, require changes in IT systems, and require a project management skill-set within a repeatable change methodology or system.

We are Business Transformation professionals at Crosbie and Company, and "change" is our business. Until companies put "continuous change" at the forefront of everyday behavior, and train their employees in change (we call it Transformation), it will remain a hit or miss activity.

CFOs need to be outspoken advocates for Business Transformation, or they will be doomed to a 18 month tenure as investors will keep searching for leaders to get them into the top quartile of industry performance.

See Jacoline Loewen on BNN, The Pitch

Jacoline Loewen, Director, See Jacoline on BNN, The Pitch Author of Money Magnet Director, Crosbie Co.
Crosbie & Co.
150 King Street West
Toronto, ON
M5H 1J9
416 362 7726

Subscribe to: Posts (Atom)

WEALTH

The question every wealthy person asks themself is "What does wealth mean to me?" The full and rich answer can take years to come to full light. In the meantime, money needs to be managed.in order to focus on wealth preservation and risk mangement.

In particular, we understand the entrepreneur and busines owner who has gone through transition and is now managing their sudden wealth. We assist them gain insight into their values and goals. From this foundation, we look to achieve a diversified portfolio with room to please their risk appetite, but also ensuring wealth for their family.

We build and execute your wealth strategy:

- Establish meaningful objectives
- Design up tailored portfolio strategies
- Select measurements to assess performance
- Culture of an open-mind

Our advice and process will intrigue you and help you:

-Work toward reaching your self-defined life goals
-Measure your progress to make better decisions
-Create a system that revolves around you, your family, your community

Twitter @JacolineLoewen

On LinkedIn

Facebook by name.

Invited as expert on BNN The Pitch, CBC, Dragons' Den and published by National Post, Globe & Mail, Leadership, Business Entrepreneurs, The Journal, Women's Post, as well as author of three books.

Money Magnet by J. Loewen - Book Review

The feedback we have had about using the steps in Money Magnet is that business owners are surprised by how simple it is to understand, how much more money they can invest and earn and how shockingly few of their lawyers and accountants were aware of the benefits.

- Get factual case studies about the power of succession planning with strong life style goals. Do you want to retire rich - then understand the ROI of your business compared to the ROI of an investment portfolio.

- Know why selling your business is not the first option.

- Learn the Four Brutal Questions every Business Owner needs to know to attract investors.

- Find out how to know how much you need to fit your business, your lifestyle and your goals for wealth.

Other books by J B Loewen:
The Power of Strategy
Business e-Volution

See Jacoline Loewen on BNN TV Show The Pitch

Amazon.ca Widgets

SERVICES

For 150 years, people have been trusting UBS to manage their wealth. We provide investment advice based on critical thinking and thoughtful research once we fully understand what you want to accomplish. Together, we create an all-encompassing strategy for your investments, estate and tax planning, risk management, and borrowing.
Our Focus: We build custom investment portfolios and wealth management strategies that draw upon UBS's global knowledge.
Our Clients: We work with individuals, families, and organizations with investable assets greater than $2,000,000
Our Services: At a minimum, you can expect quarterly performance reviews, ongoing investment management, and comprehensive Estate and Tax Planning services
Our Fees: Our typical all-inclusive tax deductible annual fee ranges between 1% - 1.5% of the money you invest depending on complexity
Our Process: We apply a prudent approach.

Rick Spence, National Post, review

"A lot of business people still have trouble with the concept of strategic planning. They wonder who should do it, and what it's for. I just encountered a great explanation of strategy. It comes from a book, The Power of Strategy by Jacoline Loewen.

"I think that strategy is very similar to the search for the Holy Grail. Renowned knights traveled great distances and overcame severe hardship in the struggle to find this sacred relic, the chalice used by Jesus at the Last Supper. Finally, Sir Galahad was the one who discovered that the Holy Grail is, in fact, within us. There is no right or wrong answer -- it is the journey that provides the learning, not the Holy Grail itself.

In strategy, it is the process of people going through the questioning and thinking that ingrains the strategy into their everyday actions, not the plan itself."

You can read a much longer excerpt from Loewen's book at

post by Rick Spence, Canadian Entrepreneur

Wealth Management