Monthly Archives: February 2020


Leadership Development: Vulnerability Redefined


by on Feb 27, 2020 1:34 PM

Practicing Vulnerability in Leadership

Recently I read Brene Brown’s 2019 book, Dare To Lead. For years, she has done fascinating research on vulnerability. Her universal message is that vulnerability is actually a strength not a weakness as some, like me, would tend to think.

As the leader of a business and a man in his 50’s, vulnerability was not a quality that I felt comfortable admitting, to let alone expressing. For me, I’ve always wanted to be the strong one which meant having all of the answers, armoring up (Brene Brown’s words) and being known for giving, not receiving. This notion was so pervasive for me that my team would sometimes joke that I was in “Mr. Fix It” mode when an issue came up. In these instances, before my team even finished their words, I would jump right into the issue, take it head on as if it were my responsibility and start to problem solve. That was how I portrayed being a strong, effective leader.

Then I read the book.

Needless to say, I’ve recognized that my need for control (a common trait among entrepreneurs) was masking my inability to be vulnerable with my team. I also realized that I needed to define what vulnerability meant to me. After some soul searching, I recognized my actions were counter to what was good for me, my team and my business. It feels awkward at times but now I try to admit when I don’t know an answer, allow my team to brainstorm and accept solutions given to me. What do I also get in return for practicing vulnerability? A team that respects my leadership style!

Leaning into vulnerability takes courage. If you’d like to redefine vulnerability for yourself, ruminate on these questions:

  • What does being vulnerable mean to me?
  • What does practicing vulnerability look like?
  • What would be the positive effects on my _______? (Fill in the blank – team, peers, family, etc.)

If you’re interested in exploring your leadership style or developing brave leaders in your organization, contact Trilogy Partners to learn how we can help: https://gettrilogypartners.com/contact/


About Hal Levenson

Hal Levenson is the Founder and Chief Visionary Officer at Trilogy Partners. Trilogy Partners is an advisory & implementation firm whose mission is to help companies grow and transform.  We accomplish this by focusing on 3 critical business areas: Financial, Strategy & People.

What Should You Do with Excess Profits?


by on Feb 20, 2020 2:12 PM

What Should You Do with Excess Profits

What should you do with excess profits? It’s a great problem to have but it can also be difficult to navigate. Imagine your business is pushing out excess profits (business owners often dream of such times). What should you do now that you find yourself with a robust bottom line?

Here’s 3 Suggestions for What Should You Do with Excess Profits

1. Place one-third aside for your owners or shareholders as a return on their investment. Make sure you include yourself in order to establish personal financial independence and stability.

2. Keep one-third with the company for future investment. Make sure you properly capitalize the business areas that need attention and will produce results.

3. Put the last third into an employee profit sharing pool. Your people are your greatest asset. You want to ensure they continue to produce for you.

Before you jump in however, take time to evaluate 4 important questions. Your answers will influence your allocation to each of the steps and when you might act.

1. Is your company financially healthy? Calculate the stability (Debt-to-Equity) and liquidity ratios (Current Ratio) for your company.

2. Do you anticipate any large capital expenditures in the near future?

3. Did something happen this past year that makes you think the excess profits are one-time and not repeatable?

4. Will investment into specific business areas and profit sharing motivate your employees to be more engaged?

Every organization has unique goals and issues. Deciding how to invest excess profits is not one-size fits all. Trilogy Partners has a history of posing important questions and guiding its clients to solutions that will make the greatest impact and deliver the highest ROI. If you find yourself in a similar situation, contact us.


About Hal Levenson

Hal Levenson is the Founder and Chief Visionary Officer at Trilogy Partners. Trilogy Partners is an advisory & implementation firm whose mission is to help companies grow and transform.  We accomplish this by focusing on 3 critical business areas: Financial, Strategy & People.

Artificial Intelligence – Are You Ready for a Braver New World?


by on Feb 13, 2020 12:40 PM

preparing for the rise of Artificial Intelligence in business

Have you spent time thinking about or preparing for the rise of Artificial Intelligence in business? It may sound like the distant future, but the dawn of AI in business is just a few short years away. Change is inevitable. There are many kinds of changes that can transform your business environment – market, economic, political, workforce and ownership transition, just to name a few. The one kind of change that I find fascinating and perhaps a bit terrifying is the development of Artificial Intelligence or AI.

Within the near future, autonomous cars will fill the streets, manufacturing jobs will be taken over by AI powered robots, “virtual assistants” will work alongside humans in fields such as healthcare, customer service and education. Heck, I already see a robot named Stuart cleaning the floor at my local grocery store.

I consider myself old school and have been known to resist new technology. I’ve brushed off the thought that AI could directly affect my business. How could it? We offer consulting and advisory services that require real human interaction. Then I remind myself that in 1999, I did not text my clients.

It has been said that employees will have no choice but to further educate themselves so as not to become redundant. But what will businesses need to do?

To stay ahead of the change curve, business owners must face this evolution. The time is now to start contemplating and preparing for the rise of Artificial Intelligence in your business:

1. What changes and challenges from technology do you foresee that will directly affect your company?

2. Has your company begun to address the upcoming changing landscape?

3. How are you preparing for it? What ways will you re-tool your business & team?

None of us have a crystal ball, but what we can count on is that AI is not going away. Prepare for the future now.


About Hal Levenson

Hal Levenson is the Founder and Chief Visionary Officer at Trilogy Partners. Trilogy Partners is an advisory & implementation firm whose mission is to help companies grow and transform.  We accomplish this by focusing on 3 critical business areas: Financial, Strategy & People.

In Sickness & In Health


by on Feb 7, 2020 8:54 AM

does your business function in your absence?

How does your business function in your absence?

In March 2019, I came down with a debilitating health issue. Due to the severity of the illness, I was not able to work full time and missed many days with doctors’ appointments. Even when I was physically able to make it into the office, I did not have the stamina nor energy to put in a full day’s work. I know that my productivity and effectiveness were compromised as a result.

As the Integrator at Trilogy Partners, by definition my role is to be the glue that holds people, processes, systems, priorities and the strategy of the company together. You can imagine how terrible I felt knowing that I couldn’t perform to my standard; I felt like I was letting my team down.

Luckily, I am fortunate enough to work for a company that cares about its employees. My boss and teammates all stepped up to the plate and filled in for me without question. And you know what happened? They did an excellent job. The company didn’t fall apart; the glue did not come undone.

As I started to recover, I reflected on this experience and it forced me to change my initial perspective. Instead of guilt, I felt great humility and gratitude toward my team who supported me and never wavered. I also realized that the cross-training, SOP’s (Standard Operating Procedures) and systems I helped develop enabled my team and company to function without me for a period of time. In essence, we all succeeded.

So, I pose this serious question not only to my fellow Integrators, but to everyone who plays a role in business –

How does your business function in your absence? What would happen to your company, department or team without you?

If you’re not sure of the answer, contact me at https://gettrilogypartners.com/contact/. Trilogy can assess your infrastructure and give you honest feedback.


About Andrea Grubb

Andrea Grubb is the Chief Integrator Officer at Trilogy Partners. Trilogy Partners is an advisory & implementation firm whose mission is to help companies grow and transform.  We accomplish this by focusing on 3 critical business areas: Financial, Strategy & People