PROFESSIONAL ADVISERS
The real potential lies beneath the presenting issues.
You already know the real issue runs deeper. GLAS gives accountants, lawyers and wealth advisers a structured way to reach it, with your clients and within your own firm.
WHAT GLAS ADDS
The layer that decides whether your advice sticks.
Legal advice structures ownership
Accountancy models the numbers
Wealth management protects assets
GLAS reveals the human systems underneath all three…and more
HOW WE WORK TOGETHER
Four steps. One clear foundation
01
Capability & Confidence Discovery
The starting point. Where the firm is strong with family and owner-managed businesses, where the gaps are, and what would make the biggest difference.
02
Training
The GLAS methodology, tools and language, so advisers can recognise the human dynamics behind a business, have better conversations, and know when and how to respond.
03
04
Your Client Approach
We develop approaches for the firm to use with its clients, built on GLAS and shaped around their services, clients and brand.
Extension of Your Team
When a client needs more, we work alongside them, and we keep supporting their people as the capability grows.
“Dani introduced the GLAS methodology, which proved to be a game changer for us… The principles and content inspired by Dani's work remain at the heart of what we do today.”
INTERNATIONAL ACCOUNTANCY FIRM
THE ADVISER PROGRAMME
24 books. 24 conversations.
Only in a Family Business… gives advisers a different way to open the conversations that are often hardest to start. Put 24 books into the hands of 24 carefully chosen clients, then equip your people for the conversations those stories open up.