Tips from the Top ® - The Alternative Board San Mateo County

We asked Peggy Martin at The Family Wealth Consulting Group to share with us her life story including people and experiences that have influenced her personal and business philosophies. We also asked her to answer some fun questions. Following are excerpts from that interview.

Business Owner Name: Peggy D. Martin

Business Name: The Family Wealth Consulting Group

Legacy Planning Across Generations™

Business Location:  San Jose, CA and Morgan Hill, CA

 

What was your childhood like?  

I grew up in the San Francisco Bay Area.  For most of my growing up years, I lived and went to school in Novato – from third grade through Junior College.  Novato is/was a bedroom community of San Francisco and has/had aspects of both a large and small community.  I liked the small community best, believing that I made a difference.  As an adult, I looked for that small community environment.  I now live in Morgan Hill and love being a community participant.

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Ramon Canova

Marque Foods, Inc.

I initially joined TAB to learn how to better deal with ‘me.’ I perceived myself as a primary obstacle to growth. With TAB, I got plenty of ideas on how to view myself and the business differently and this has definitely improved my business. I learned that my business plan is a living document and track it periodically using the monthly progress report. In short, TAB has helped me design business processes that are more systematic, efficient and get results.

Carla Kell-Smith

C Kell-Smith & Associates

Being in business for the last 25 years and then joining my TAB board, I’ve seen such an improvement in my management style and effectiveness. TAB is a great resource for me, the information and the experience with small businesses as well as the insights shared.

Martin Simenc

Home Safety Services

For us, it’s all about generating clients. And how we’ve gone about generating those clients with the help of TAB has really been key to our ongoing success. I knew that I needed a sounding board, needed some outside expertise. And that’s exactly what TAB brings to the table. And it also holds my feet to the fire and keeps me accountable.Kalar is a patient and inquisitive listener who seeks a thorough understanding of the root origins and causes of issues before collaborating on potential solutions. He also helps me to consider "out of the box" type solutions and opportunities that invariably expand my thinking. With his help and guidance, we have resolved numerous tactical and strategic issues and positioned our company for significant growth.

Alex Vaysberg

All Industrial Supply, Inc.

TAB helps you recognize that pretty much everybody has the same type of issues with their business. It clears your head and it re-energizes you. When I leave a tab board meeting I’m re-energized to conquer not only that day, but the next year. TAB helps us focus on ourselves and the other TAB members…the answer is sometimes written on your forehead and you just need a mirror to be able to read that answer.

Adam Messner

Live Wire Supply

Being a CEO can be lonely at times. You’re looking for places to get ideas, other people to speak with to solve problems; this is the perfect place to do that...there is a good exchange of ideas and experience for growing your business and solving problems.