presented by: dave specht, cfp® university of nebraska-lincoln
TRANSCRIPT
Presented By: Dave Specht, CFP®University of Nebraska-Lincoln
www.davespecht.com
www.davespecht.com
Who I amFarm Kid from San Diego, CAAttended Brigham Young University and did
a Masters Degree in Finance and Tax Planning
Lecturer in Family Business Management at UNL
Consultant to multi-generational family companies
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Looking through the lens of transition 1st Transition- High School basketball to
College2nd Transition- Missionary for Mormon
Church in Uruguay to normal college kid3rd Transition- Walk-on college basketball
player to husband, father and employee
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Business Owners as SuperheroesTreatment by the public and peers
Larger than lifeTreated like objects, not people with feelingsCan go from hero to villain quickly
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Introducing our SuperheroesCaptain Immortal
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Introducing our SuperheroesDr. Shhh
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Introducing our SuperheroesOblivious Man
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Introducing our SuperheroesMs. Reality
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Superhero ChallengesUnique abilities
sometimes leads to unique challenges
Understanding your tendencies
Finding a Support system
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SHAZAM!- Captain ImmortalRefuses to face
mortalityIdentity, power and
purpose are tied to the business they run
Struggle to make commitments to any meaningful planning
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KA-POW!- Dr. ShhhSlow to Trust Tough to
communicate withValues privacy over
almost anything
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SPLAT!- Oblivious ManFocuses on the nowDoesn’t recognize
the missed opportunities (networking, planning, etc.)
Has good intentions, just lacks big picture vision for his life
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ZOWIE!- Ms. RealityPerceived as uptightMisunderstood by
other business owners
Has a clear understanding of the importance of building a professional team
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Saving our SuperheroesHow can we save
them from themselves?
What tools are available?
Is there any hope?
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Saving Captain Immortal
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Rescuing Dr. Shhh
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Liberating Oblivious Man
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Joining Ms. Reality
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Conclusion
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