Cobrand with us:

FBL Publications

Our private-labeled solutions empower advisors to facilitate meaningful conversations and connection with family businesses.

THE CHALLENGE:

Family Businesses don’t know where to start – and the idea of trying is overwhelming.
 

THE SOLUTION:

THE PRIMER

The Primer will help you think about the future, not ruminate about the past with 100 prompts specifically designed to address the top challenges you’re facing as a family business.

THE CHALLENGE:

Genuinely communicating your understanding of the challenges of working with family.

 
THE SOLUTION:

THE FAMILY BUSINESS BOOK

This publication establishes a connection that honors both our clients business objectives and family values. It says, “We’ve been in those awkward family business meetings too.” – and that authentic understanding speaks volumes.

THE CHALLENGE:

Reminding your family business clients that selecting a successor is a critical business decision.
 

THE SOLUTION:

DESKTOP EASEL CALENDAR

This publication approaches the struggles of finding the right next person to lead family business in a lighthearted, yet thoughtful manner. It’s one of the most important gifts you can give to a family business legacy.

THE CHALLENGE:

Foster entrepreneurial mindsets during uncertain times.
 

THE SOLUTION:

An Entrepreneur Journal

This product says “We understand the risks and the leap required can feel uncomfortable. We are here to help you balance both worlds.

THE CHALLENGE:

Family Businesses often need a nudge about the importance of succession planning.
 

THE SOLUTION:

“How to Choose My Successor” Pocket Notebook

This product says “We want you to do this planning work but understand you’ve got a lot on your plate.” The on-the-go size makes it convenient for those times you have a spark of genius or a thought you don’t want to forget.