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Author's Posts

Trilogy Partners – A 10 Year Journey

by Hal Levenson on Feb 05, 2019 12:15:10 PM

As a CPA, people often ask me why I started Trilogy Partners.  I enjoyed my career but deep inside, I knew that I wanted a different path, one that would allow me to be more consultative, collaborative and capitalize on my tendency to look at things differently.

Being an entrepreneur and working with entrepreneurs, I recognized that business owners look to the future, search for opportunities and sometimes ignore potential pitfalls.  Also, many business owners are visionaries and excel at their trade but are not strong at implementation and managing people or processes. My idea was to solve this disconnect and form a team of trusted advisors who could help entrepreneurs implement their vision, create new opportunities for their employees and pay it forward to other entrepreneurs.

In the beginning, I made mistakes ranging from the structure of the organization, to unrealistic expectations, lack of processes and focus.  I was often frustrated, and even thought I would fail.  Because of my support system, the people who really cared about me and believed in Trilogy, I was able to push forward.  As the years progressed, I realized that I had to let go, not micro-manage and release control.  As a result, we implemented EOS®, identified a new strategy and hired terrific employees.  Ultimately, I found the right integrator who is a confidante and someone I trust to run the business.

Why do I still love Trilogy Partners? Trilogy has had a major impact for so many.  Our clients have seen greater financial results, better corporate culture and strength in leadership.  Our network of Alliance Partners has created something special where we have subject matter expertise, common values and a collaborative team who want to make a positive difference.

As we celebrate our 10th year, I’m excited about the initiatives we will be undertaking.  Just like our clients, we will face challenges but with the right strategy, processes, financial aptitude and people, I am hopeful for what’s ahead. We look forward to sharing Trilogy’s redefined services in the upcoming months and thank you for the support you have shown on this journey. The best is yet to come.

What’s the “Real” Business Challenge?

by Hal Levenson on Dec 04, 2018 1:59:04 PM

What holds a business back? Unfortunately, it’s not uncommon to see even successful companies struggle to grow. When working with Trilogy clients, challenges typically surface in the following categories:

  1. Fundamental business issues
  2. Culture of the organization
  3. Attitude towards change

Let’s explore each of these critical areas in more detail:

1. Fundamental business issues can be defined in two categories:

Growth: Strategy, Sales/Marketing and Organizational
People, Financial and Processes

Examine the company and ask the following questions:

  • Is there a clear, concise written strategic plan that is aligned by all members of the team?
  • Are marketing and sales efforts being tracked, measured and getting consistent results?
  • Is there a current and future organizational chart outlining expectations, gaps and opportunities for advancement?
  • Is recruiting, training, onboarding, and compensation putting the right people in the right seats?
  • Does leadership understand what is “behind” the numbers and utilize a financial dashboard to guide decisions and increase the bottom line?
  • Are processes current and effective, making the business more competitive and more profitable.

2. The culture of the organization as measured by the following characteristics:

Foundation: Trust, Conflict, and Communications
Accountability, Courage, and Passion

Consider the following questions:

  • Is there real trust; that is, the ability to tell one another the hard truth and not be afraid to offend because of the positive intentions?
  • Is healthy conflict encouraged to get the best ideas from different point of views?
  • Is there 2-way communication that is understood at all levels of the organization with clear expectations?
  • Are all employees consistently accountable to specific measurable results?
  • Does everyone in the organization have the courage to make tough decisions and admit to mistakes?
  • Are people engaged and passionate about the company’s vision?

3. Attitude towards change

Change can be intimidating and can mean many things. When we talk about change, we focus on a willingness to embrace change, how much change can the organization handle, and what rate of change is acceptable?

What is the company’s attitude toward change? Consider the following:

  • How much change can the organization handle with its current employees, processes, technology and resources?
  • How fast can the company change emotionally, financially and organizationally?

For change to take hold, leadership must address these questions otherwise, any fundamental or cultural initiatives will fail.

So, what’s the “real” business challenge? It’s rarely ever just one thing but rather, some combination of the questions above. At Trilogy, we don’t believe that these challenges should hold a company back. Rather, addressing common issues can give a business the boost it needs. Find out how we can help; call Trilogy Partners at 609-688-0428 for a complimentary consultation.



The Real Secret to Success for Business Owners

by Hal Levenson on Jan 04, 2017 12:43:01 PM

Our experience has shown that the three most common areas that business owners need to address to fulfill their vision and ensure success for their company are:

  • Fundamental Business Disciplines
  • Human Behavioral Dynamics
  • Change

We have found that many business owners do not focus on all three areas which can lead to inefficiencies, culture issues, and stagnation within the business.  Understanding and directing efforts in these areas make for a more robust, holistic organization that can better adapt to challenges.

Let’s take a look at each.

Fundamental Business Disciplines reflect the objective side of business such as winning new customers, manufacturing products, creating processes, etc. and can be expressed in the following categories:

  1. Growth: Strategy, Sales/Marketing and Organizational
  2. Sustainability: People, Financial and Processes

Human Behavioral Dynamics are the emotional and subjective aspects of business such as interpersonal and group relationships which can be ranked as:

  1. Foundational: Trust, Conflict, and Communications
  2. Results: Accountability, Courage, and Passion

Change is inevitable (like it or not) and can be broken down into the following points:

  1. Willingness to embrace change
  2. Ability to handle change
  3. Rate of change

Now that you’re familiar with these areas, we would encourage you to ask yourself the following questions.  Give yourself 1 point for each question that you answer “No”:

  • Do you have a clear, concise written strategic plan that is realistic and aligned by all members of your team?
  • Do you have a current and future Organizational Chart that reflects where you want to be and outlines expectations, gaps and opportunities for advancement?
  • Do you understand what is “behind” your numbers and utilize a financial dashboard to help guide your decisions and increase your bottom line?
  • Are your processes effective at the lowest level, being updated, and making you more competitive?
  • Are you encouraging and having healthy conflict to get the best ideas from different points of view or is there avoidance?
  • Are you holding each other and yourself accountable to specific, measureable results on a consistent basis?
  • Do you and everyone in your organization have the courage to make tough decisions, willingly make mistakes and happily own them?
  • Is your company open and excited about change or does it resist and fear it?
  • Do you know how much change your company can handle with your current employees, processes, technology and resources?

How’d you do?  Be honest.  If you scored 4 or above, do you think you’ll be able to take your company to the next level or be scalable while not addressing these vital points of business?

We believe that business owners who attend to these areas will indeed achieve their vision, become financially independent and have profitable and sustainable companies.  We’ve seen firsthand the positive results from our clients who do so.  Although it can seem daunting at first, it’s worth taking the journey to success.

If you would like to know how Trilogy Partners can assist you in these areas, please contact me at or call us at 609-688-0428.

The Roots to an Accountable Culture Start by Being First

by Hal Levenson on Sep 28, 2015 2:13:46 PM

To create an accountable culture, a leader must break through the stages suggested in the following pyramid by Patrick Lencioni (Overcoming the Five Dysfunctions of a Team, Jossey-Bass, 2002).  A leader must be the first in an organization to face each stage by addressing them with vigor 


Keeping Financial Balance Shouldn’t be a High Wire Act

by Hal Levenson on Aug 29, 2015 8:08:17 AM

In 2008, director James Marsh released Man on a Wire.  The documentary chronicled Philippe Petit's 1974 high-wire-walk between NYC's twin towers.  The award winning film showed Petit's courage to take on whhigh_wireat many considered impossible ' and crazy ' while staying true to his convictions. 


Integrators Build Efficient Businesses

by Hal Levenson on Aug 02, 2015 6:53:08 PM

Gino Wickman developed the Entrepreneur Operating System (EOS) over the past fifteen years. After running his family's business for several years, Wickman recognized the need to collect and organize fundamental operational processes into a simple yet comprehensive approach. His first book, Traction (Benbella Books, 2011) was an instant hit. He and his team have implemented EOS in over 12,000 companies around the world. 


Accountability: Changing Mediocrity into Excellence

by Hal Levenson on Jun 30, 2015 10:29:47 AM

Accountable is a powerful word. The Merriam-Webster Dictionary defines 'accountable' as being 'required to explain actions or decisions to someone' or 'being required to be responsible for something'.  The Anglo-French origin of the word defines it as being 'liable to be called to account'. 


What Drives Company Growth?

by Hal Levenson on Jun 03, 2015 3:30:00 PM

I learned a long time ago that roses like about two inches of water a week.  Add in proper grooming and soil fertilizer and you’ll have roses like a florist on Valentine’s Day!

roseReduce or remove the water, grooming, and fertilizer, and your roses will wither, droop and fade like an old shoe.  A long and surprising frost always tests a rose’s resilience. (more…)

Evaluating Your Rate of Change

by Hal Levenson on Apr 28, 2015 7:30:00 PM

Bon Jovi's song 'The More Things Change' plays off Alphonse Karr's quote 'The more things change, the more they are the same.' Yet, technology improvements have caused knowledge to double every hundred years in 1900 to double every thirteen months today.  This rate of change will only speed up ' and eat us up ' unless we learn how to manage the levers we have.  There is no better time than right now to evaluate your company's rate of change.


How to Handle Excess Profits

by Hal Levenson on Apr 17, 2015 11:20:00 AM


Imagine your business is pushing out excess profits.  Business owners often dream of such times.  Every now and then, we get an owner asking us what to do now that they find themselves with a robust bottom line. 

Here's an approach we've seen work across many companies and industries.


Setting the Pace of Change in Your Organization

by Hal Levenson on Mar 11, 2015 12:25:36 PM

What to Avoid When Using Social Media to Recruit Employees

by Hal Levenson on Feb 19, 2015 10:01:28 AM

How to Become An Innovative Company

by Hal Levenson on Feb 12, 2015 4:38:09 AM

4 Critical HR and Management Practices Proven to Result in Big Revenue Gains

by Hal Levenson on Jan 21, 2015 4:29:15 AM

The New Customer Expectations

by Hal Levenson on Jan 15, 2015 4:55:15 AM

How to Stay Focused

by Hal Levenson on Jan 08, 2015 10:47:50 AM

Top 6 Time Traps Sabotaging Your Productivity

by Hal Levenson on Dec 23, 2014 5:29:37 AM

Tips for Improved Decision Making

by Hal Levenson on Dec 08, 2014 10:08:42 AM

Advice About Negotiation

by Hal Levenson on Nov 24, 2014 9:59:57 AM

Nine Ways to Boost Accountability in Your Business

by Hal Levenson on Nov 14, 2014 7:13:24 AM

The FedEx Leadership Potential Model- Is It Right For Your Firm?

by Hal Levenson on Oct 31, 2014 11:45:00 AM

Is Your Customer Loyalty Program Missing the Mark

by Hal Levenson on Oct 08, 2014 5:58:57 AM

How to Keep Your Customers

by Hal Levenson on Oct 01, 2014 11:15:16 AM

The Four-Letter Words of Business

by Hal Levenson on Sep 17, 2014 7:52:29 AM

Exercises in Self-Confidence

by Hal Levenson on Sep 03, 2014 11:59:12 AM

Self-confidence exercises are a way of building strength. Instead of focusing on physical strength, these exercises build character and self-respect.


Always Play to Your Strengths

by Hal Levenson on Aug 27, 2014 8:11:16 AM

Some coaches will tell you to spend just enough time practicing your strengths to remain sharp. The majority of your time, they say, should be spent turning weaknesses into strengths. However, there is another coaching approach: always play to your strengths. For these coaches, the effort to convert weaknesses into strengths will always be a waste of time and effort because you will never make a weakness into a true strength. For these coaches, training is always focused on enhancing and maintaining strengths so you can always play to your strengths.


You Can Increase Productivity and Revenue by Improving Employee Morale

by Hal Levenson on Aug 07, 2014 5:48:01 AM

You have probably read at least one report demonstrating the connection between a happy and engaged staff and business success. You are familiar with at least one of dozens of studies linking happy employees with happy customers. Thus, it should follow that you can increase productivity and revenue by improving employee morale.


A Mid-Year Priorities Check: How Are You Doing?

by Hal Levenson on Jul 31, 2014 6:56:08 AM

Productivity Tips Frequently Abandoned

by Hal Levenson on Jul 09, 2014 12:13:21 PM

Maintaining a high level of productivity is a daily challenge for most of us. We read articles, listen to coaches, and eagerly adopt every new tip. For many, however, a large number of those productivity tips are frequently abandoned. One reason for rapid abandonment is that we select the tips we choose to adopt randomly, without actually considering how they work together or create stress. The point is to create control and reduce stress.


How to Play “The Double It Game”

by Hal Levenson on Jun 26, 2014 10:46:18 AM

We’re all familiar with the incremental model of progress. You might remember singing along to “Put One Foot in Front of the Other” some time around Christmas, or giggling as Bill Murray shuffles out of Richard Dreyfus’s office, chanting “baby steps, baby steps.” You’ve probably used this model since you were a child, and you probably found that it’s works well for a lot of life’s challenges: it’s simple, it’s versatile, and it gets you from Point A to Point B…assuming Point B is either relatively close, or that you have a very long time to get there. But does it work as a business model? If you’re satisfied with just a little growth every year, just a little more money in the bank, just a few more sales, then yes. But if you really want to take your business to the next level before you retire, then probably not.


The Affordable Care Act Might Impact Your Company in Another Way

by Hal Levenson on Jun 18, 2014 8:21:00 AM

Many business leaders and business owners know that the age at which employees choose to retire impacts a business in several ways – some good, and some bad. Losing stability and experience comes with salary reduction for a job successor in most cases, for example. Just as you and your HR department think you have finally wrapped your arms around the impacts of the Affordable Care Act, a new study indicates that there might be farther-reaching impacts than previously anticipated.


What Are Dynamic Goals and Why Should I Use Them?

by Hal Levenson on May 29, 2014 5:58:39 AM

We’ve all been schooled in so many types of goals that we have lost count of the many variations on the idea. Most of us still use growth goals, strategic goals, SMART goals, and challenge goals. So why do we need another type of goals? What are dynamic goals and why should you use them? Dynamic goals might be just what the doctor ordered for times of rapid and radical change.


The Top Seven Outsourcing Mistakes

by Hal Levenson on May 22, 2014 7:23:23 AM

Outsourcing one or more business functions is common practice in business today. Perhaps you have outsourced a finance and accounting function, or a marketing function, or systems maintenance function, or change management process leadership. Outsourcing can be both economical and effective for many firms. Yet the practice is not without risk. Take a few minutes to review the list that follows to see if you are making any of the top seven outsourcing mistakes.


Are You Doing Everything You Can to Lose Customers

by Hal Levenson on May 14, 2014 8:32:24 AM

The average small business, according to some experts, will lose half of its customers within three years. Therefore, it is incumbent upon every business owner or leader to ask, “Are you doing everything you can to lose customers?” Most business leaders prefer to turn around the question and ask, “Are we doing everything we can to keep customers?” Although you are likely to be more comfortable asking the latter question, it might be the former that gets the attention of your team.


A Business Without Goals-Can it Succeed?

by Hal Levenson on Apr 30, 2014 11:32:26 AM

Your Online Visibility Matters More Than You Might Think

by Hal Levenson on Apr 24, 2014 7:59:17 AM

The Leadership Pyramid

by Hal Levenson on Apr 10, 2014 11:58:50 AM

Do You Have a Growth Strategy?

by Hal Levenson on Mar 26, 2014 7:52:47 AM

The Right Time to Review Your Lease and Evaluate Your Office Space Needs

by Hal Levenson on Mar 12, 2014 10:52:31 AM

Contrary to prevailing practice, the right time to review your lease and evaluate your office space needs is today, not thirty or ninety days before signing a new lease. This is a new idea to many business owners and leaders, most of whom are too busy to shift gears and think about office space at the specific time of lease renewal. As a result, many firms remain in office space that is the wrong size, in a less advantageous location, or needs significant updates and upgrades. Scheduling a lease and office space review at another time often results in significant benefits.


Do Your Employees Love You or Hate You?

by Hal Levenson on Feb 26, 2014 5:08:00 AM

Could Your Firm Succeed Without Managers

by Hal Levenson on Feb 19, 2014 5:23:26 AM

Is Your Company Relevant and Amazing or Gasping for Its Last Breath? Part 2: The Firm that is Gasping for its Last Breath

by Hal Levenson on Feb 12, 2014 6:47:56 AM

Is Your Company Relevant and Amazing or Gasping for Its Last Breath?

by Hal Levenson on Feb 06, 2014 5:56:00 AM

Time to Re-Evaluate Assumptions and Assessments

by Hal Levenson on Jan 29, 2014 6:33:35 AM

Are You Too Afraid to Fail?

by Hal Levenson on Jan 15, 2014 5:47:03 AM

Building Balance in Your Business

by Hal Levenson on Jan 10, 2014 5:48:21 AM

Can You Pivot Your Business into an Upswing?

by Hal Levenson on Dec 23, 2013 5:58:00 AM

Diversity as Strategic Advantage

by Hal Levenson on Dec 04, 2013 7:36:07 AM

Preparing for Innovation Today

by Hal Levenson on Nov 20, 2013 11:09:52 AM

Power Your Firm’s Future by Learning

by Hal Levenson on Nov 14, 2013 9:00:54 AM

In this Big Data decade, most of us are bombarded daily with ads, offers, and information about how harnessing data and increasing knowledge is the cure-all for every business. Despite Sir Francis Bacon’s adage that “knowledge is power,” for many, the sheer volume of unsifted and unsorted data is simply overwhelming. While your team figures out how to sift and sort big data to derive actionable insights, there are several ways that you can power your firm’s future by learning in other ways.


Boost Accountability by Modeling Accountability

by Hal Levenson on Nov 06, 2013 10:09:24 AM

Updated Technology at the Speed of Change

by Hal Levenson on Oct 30, 2013 7:44:37 AM

Is Your Corporate Culture Current, or Outdated?

by Hal Levenson on Oct 23, 2013 7:21:29 AM

Include Contingencies in Your Annual Plan

by Hal Levenson on Oct 16, 2013 6:28:57 AM

Trilogy Change Curve Assessment Should be Part of Your Annual Review

by Hal Levenson on Oct 02, 2013 7:06:18 AM

How Does Your Firm Approach Customer Loyalty?

by Hal Levenson on Sep 26, 2013 6:29:56 AM

If Your Sales Team Is Not Social, It Is Hurting Your Bottom Line

by Hal Levenson on Sep 11, 2013 6:38:48 AM

Is Your Business Still on Track?

by Hal Levenson on Aug 29, 2013 8:11:19 AM

Yes, Your Brand Still Matters

by Hal Levenson on Aug 21, 2013 12:06:20 PM

Is Anyone Representing Your Brand Faithfully?

by Hal Levenson on Jul 24, 2013 11:28:37 AM

Your Team Might Need a Disruptor

by Hal Levenson on Jul 10, 2013 6:53:38 AM

Where Are You Looking for Trouble on the Horizon?

by Hal Levenson on Jun 26, 2013 6:25:22 AM

Do You Really Need to Tell Your Employees What to Do?

by Hal Levenson on Jun 12, 2013 6:07:12 AM

Where is the Second Part of Your Corporate Vision?

by Hal Levenson on May 29, 2013 10:55:48 AM

Corporate Website Checklist

by Hal Levenson on May 15, 2013 7:33:50 AM

Do You Provide the Customer Experiences that Build Loyalty?

by Hal Levenson on May 08, 2013 11:06:28 AM

Knowledge Is the Competitive Edge

by Hal Levenson on May 02, 2013 12:06:44 PM

It’s About Consensus

by Hal Levenson on Apr 24, 2013 8:40:01 AM

Why You Should Change Your Mind

by Hal Levenson on Apr 10, 2013 8:57:41 AM

Are Your Hiring Managers Limiting Your Firm’s Future?

by Hal Levenson on Mar 28, 2013 6:06:06 AM

Why More of the Same Will Not Lift Your Company Out of a Dip

by Hal Levenson on Mar 20, 2013 7:24:37 AM

One Way to Bridge the Sales-Marketing Divide

by Hal Levenson on Mar 13, 2013 7:52:37 AM

Three Steps to Boost Your Leadership Skills

by Hal Levenson on Mar 06, 2013 10:42:35 AM

Critical Leadership Traits

by Hal Levenson on Feb 20, 2013 8:16:31 AM

A Manager Masquerading in Leader’s Clothing

by Hal Levenson on Feb 13, 2013 5:49:03 AM

2013 Will Be the Year of the Customer

by Hal Levenson on Feb 06, 2013 10:32:15 AM

Are You the Reason Your Firm Is Not Growing?

by Hal Levenson on Jan 30, 2013 7:02:39 AM

A Vital New Year’s Resolution: Mutual Respect

by Hal Levenson on Jan 16, 2013 7:10:49 AM

Checklist for January 2013

by Hal Levenson on Jan 09, 2013 10:04:45 AM

Success Is Also About Your Mind Game

by Hal Levenson on Jan 03, 2013 7:56:48 AM

Making your business successful at any point on the change curve requires that you, as the leader, remain at the top of your game. Your ability to keep your mind sharp, your knowledge current, and your work focused appropriately is the model for your key employees, as well as your leadership team. Business success is also about your mind game. You cannot ignore two vital activities.


Where are Your Customers in Your Formula for Business Success?

by Hal Levenson on Dec 19, 2012 6:19:24 AM

Where are your customers in your formula for business success? It is impossible for any company to be successful – at any point on the change curve – without a success formula that includes customers. Without customers who buy from you, become repeat customers, and become your advocates in the market, no business can succeed. Too often, however, we see a company with little consideration for their customers. All business planning must include customers in three critical ways if it hopes to become successful.


3 Critical Steps in Redefining Your Business for the Upswing

by Hal Levenson on Dec 12, 2012 6:09:34 AM

Our world and our businesses change rapidly. Many companies are discovering that reaching a plateau in their growth or falling into the dip of the change curve requires a new direction. Owners of these businesses must decide how to face the future. Many firms decide they must go beyond reengineering and take their companies in a completely new direction. If you are considering a new direction, there are three critical steps in redefining your business for the upswing in the change curve.


Faster May Be an Interim Solution

by Hal Levenson on Nov 28, 2012 9:49:37 AM

Last week, many news stories pointed to Boeing’s recent strategic changes enabling it to produce planes faster than AirBus for the first time in a decade. The innovation enabled Boeing to sell more planes than AirBus. Yet, producing planes faster may be an interim solution for the industry.


Will a Failure Kill Your Company, and Should It?

by Hal Levenson on Nov 14, 2012 7:05:09 AM

Things We Learned From Hurricane Sandy

by Hal Levenson on Nov 08, 2012 5:23:39 AM

The last week has been difficult for most people who reside in the northeast. We certainly do not want to minimize the suffering of others in the region, but it is clear that New Jersey and New York suffered the brunt of Sandy’s wrath. Today, although most members of the Trilogy Partners team have seen power restored to their homes, our office remains dark. As the Nor’easter begins to blow heavy wet snow into the region, we are very aware of the needs of many around us who are facing the next storm without heat or power.


Following Trends Might Not Take You Where You Want to Go

by Hal Levenson on Oct 24, 2012 8:12:25 AM

Insights gained from monitoring trends in your industry or your target market can be fascinating. Trends often provide insight into important changes in the needs of your customer base or of new directions in your industry. Following trends can move you boldly into the future or they can send you chasing down a hole (what we fondly call “the dip”). Following trends might not take you where you want to go. Identifying trends and jumping on the bandwagon is not good enough for successful companies. The trends must be analyzed carefully and meticulously for relevance to your firm before you follow.


Should You Rethink Your Vision?

by Hal Levenson on Oct 17, 2012 10:36:43 AM

Whether your firm is sitting on a plateau and wondering what to do next or sliding down the slippery slope of a business dip, rethinking your corporate vision and reviewing your vision statement must be an early step in your efforts to get the company growing again. Your vision is the core of your business. It is the foundation of your value proposition. When a business reaches a plateau or starts declining into a dip, the leadership team must ask if it is time to rethink your vision.


What Is Sending Your Company Over the Hill and Onto a Plateau?

by Hal Levenson on Oct 11, 2012 6:59:15 AM

Are you one of the many companies evaluating your status and realizing that your outstanding product line is letting you down, as sales flatten out? If you are, you need to stop, count to ten, take a deep breath, and then examine all of your assumptions. What is sending your company over the hill and onto a plateau might surprise you.


Are You Planning for the Right Eventuality

by Hal Levenson on Oct 04, 2012 6:41:30 AM

Temperatures are dropping, leaves are falling, people are shifting their activities indoors, and many businesses are beginning their fall planning cycle. October is often the month when leadership teams assess the situation, reaffirm or revise their corporate vision for the coming year, and decide whether to lock the doors and protect themselves from the goblins of eroding profits or boldly to forge ahead. Companies are planning at this time of year. The question is, “Are you planning for the right eventuality?”


The Thrill of the Upswing; the Agony of the Dip

by Hal Levenson on Sep 26, 2012 6:59:20 AM

Getting Back To The Difficult Decisions

by Hal Levenson on Sep 06, 2012 11:59:33 AM

The Labor Day holiday was great; but it means summer is over. The time has come to get back to full working capacity and deal with everything you allowed to slide during the summer. Where do you go from here?


What is “The Trilogy Advantage?”

by Hal Levenson on Aug 29, 2012 11:38:15 AM

Since 1987, every client of Trilogy Partners has experienced the change curve. Mapping it in a graphical format represents the evolution of our experience with businesses of all sizes and in a wide range of industries. The change curve affects every business. The trilogy advantage shortens the time companies spend on a plateau or in “the dip” and determines the results of the upswing.


Has Your Business Fallen Into a Dip?

by Hal Levenson on Aug 23, 2012 12:08:42 PM

How is your business doing? Are you thriving, or are you in a dip? If your sales have decreased, are flat or increased by only two to five percent, Trilogy Partners would say you are probably in a dip. When a business is there, it is typically losing momentum – and probably money. Costs are increasing for every business. If your sales growth is not keeping pace with increasing costs, you are probably losing money. On the change curve (see diagram), you should be able to see “the dip.”


Maximize Centers of Influence

by Hal Levenson on Aug 15, 2012 7:16:25 AM

The number of business owners who think only attorneys and accountants have centers of influence (COI) is still surprising. Any company that gets significant referral business has at least one center of influence (no matter what you call it). A center of influence is any person or organization that holds strong influence with people in your target market and has the potential of sending referral business to you.


Use Summer to Move off the Plateau

by Hal Levenson on Aug 08, 2012 11:19:01 AM

When evaluating a business against the Trilogy Change Curve, ( you might conclude that growth has slowed to the point that you are stuck sitting on a plateau. Summer is a good time to move off the plateau. This summer’s heat, drought, and storms have caused many of us to slow down a bit more than usual. This is a very good time to think about your people, and about what you can do to prepare them for a new effort to get the company off the plateau.


Do You Have the Right Stuff as a Leader?

by Hal Levenson on Jul 25, 2012 11:25:21 AM

Any business leader you ask will have a list of personality traits, characteristics, or skills that combine to create a great leader. It is easy to focus these lists internally – to think of the kind of person who can become a great leader. However, there are external matters that also define a leader.


Use Summer Slowdown to Create Stronger Client Relationships

by Hal Levenson on Jul 12, 2012 8:19:43 AM

The Summer-An Opportunity to Reflect, Recharge and Focus

by Hal Levenson on Jun 13, 2012 8:36:25 AM

Focus JuneAs summer arrives, it is a time to sit back, reflect and re-charge the batteries. During uncertain economic times, the daily grind of attending to business matters, customer needs, your people and your finances can create a great strain on any leader.


Dewey Case Lesson: Break Down Those Silos

by Hal Levenson on Jun 04, 2012 2:47:02 PM

The CEO/Owner: Understanding “You”

by Hal Levenson on May 24, 2012 12:26:39 PM

CEO“Watch, listen, and learn. You can’t know it all yourself. Anyone who thinks they do is destined for mediocrity.” Donald Trump, CEO of the Trump Organization uttered these words as advice for business leaders, urging them to embrace the idea of lifelong learning.


Organizational Trust as the Foundation for Success

by Hal Levenson on May 16, 2012 7:09:40 AM

Trust is the foundation of what makes a company truly great and it can exist at many levels within an organization.


The Change Curve Dynamic

by Hal Levenson on May 09, 2012 6:59:12 AM

The Change Curve Dynamic is a core philosophy and belief which helps drive Trilogy clients to greater success and organizational fulfillment. Central to the Change Curve is the “fork in the road” paradigm. This fork is most often what separates one company from another towards an upward swing, which positions a company for growth.


Taking Control of the Change Curve

by Hal Levenson on May 04, 2012 7:26:03 AM

Last week, we described the concept of the Change Curve and the predictable phases a business goes through in its Life Cycle. Companies can wallow in a specific cycle and never realize their full potential unless one key ingredient exists—that the power to manage change begins with an effective “tone at the top” attitude.


The Change Curve: An Experience, Philosophy and Life-Changing Solution

by Hal Levenson on Apr 25, 2012 6:24:39 AM

The life cycle of a company has predictable phases. CEOs and business leaders have the power to overcome organizational, personal and financial challenges and take control of their company’s growth by anticipating changes to come.


Doing Business with the Baby Boomer Generation

by Hal Levenson on Apr 18, 2012 6:44:02 AM

Baby Boomers are many things—they are independent thinkers, pioneers of cultural change and a demographic unmatched in mass buying power and disposable income. Paying close attention to this group and the particular ways they communicate will enable you to successfully transact business with this unique generation.


Be a “Go-Giver”

by Hal Levenson on Apr 11, 2012 6:17:44 AM

The partners at Trilogy are always looking for new books that inspire us as well as our clients. Recently, the team came across The Go-Giver by Bob Burg and John David Mann. Dubbed as “a little story about a powerful business idea,” the book will transform your thinking about how to grow your business and generally be happier in just a few hours of an easy read.


What Sustainability Means to a CEO

by Hal Levenson on Apr 04, 2012 11:47:38 AM

Sustainability is not just for the environment anymore. In business, sustainability simply means a commitment to your long term vision.


Sales Training Reality Vs. What You Believed

by Hal Levenson on Mar 28, 2012 9:30:06 AM

Perceptions about sales can be a barrier to success. At Trilogy, we believe that sales is a key piece of creating sustainable results and is worth examining and reexamining—even if you think you are already a pro. Let’s take a look at a few misconceptions about sales and what the true reality is.


To Sell or Not to Sell?

by Hal Levenson on Mar 21, 2012 6:29:57 AM

Determining When to Take Your Chips off the Table


Who is the “Jeremy Lin” on your team?

by Hal Levenson on Mar 09, 2012 9:02:41 AM

Business leaders often equate the challenges faced by their staff with those of a sports team. Knowing who your star players are, who your role players are and who makes the key plays that keep your business thriving is important to keeping the business on track for success.


How can your company get better ROI?

by Hal Levenson on Feb 24, 2012 2:51:03 PM

TrilogyWhether you are making investments in people, products or services, you want to know that it will pay off in the long run. By working through our processes, our clients gain a return on their investment. This can be through a reduction in costs, increasing the bottom line and growing the top line to create sustainable results.


Making Your Bottom Line Your Top Concern

by Hal Levenson on Feb 24, 2012 2:48:28 PM

TrilogyImproving a company’s bottom line involves several different areas of the business. Clients who come to Trilogy with the goal of boosting their bottom line often find that this success has a positive influence on other areas of their business as well.


What Makes You Money and What Loses You Money

by Hal Levenson on Feb 24, 2012 2:42:54 PM

As a CEO, you are intimately involved with your bottom line. But have you ever stepped back and classified the services, products and company operations that are most likely to make you money? The following list of “must do’s” can help you more accurately predict where your time should be spent and how to maximize profit.


Four Ways to Improve Cash Flow

by Hal Levenson on Feb 12, 2012 2:00:00 PM

TrilogyTrilogy helps change businesses everyday by improving clients’ cash flow. Have a cash flow problem? Consider these four solutions and their real-world results.


Long Term Thinking Leads to a better ROI

by Hal Levenson on Feb 07, 2012 2:00:00 PM

TrilogyTrilogy advisors have the proven experience to work with business leaders who have let the pressures of short term situations get the best of them. Sometimes it’s hard to see that long term goals are easily achievable when you’re in the middle of day-to-day problem-solving. As a business owner, you might ask yourself: “How can investing in Trilogy provide a better ROI?” Here is one Trilogy client’s account of how investing in our services led to a more effective and efficient results.


Why is team alignment so important?

by Hal Levenson on Jan 31, 2012 2:00:00 PM

TrilogyConstant challenges, more demands and everyone wanting everything for nothing causes a need for your organization to be more aligned. This affects where you want to go, where you are today and who you want to be more than ever before. Starting in 2012, you must ask some tough questions:


Who Holds You Accountable?

by Hal Levenson on Jan 24, 2012 2:00:00 PM

TrilogyThink for a minute what the true meaning of accountability is. The dictionary will tell you it is an adjective that means “required or expected to justify actions or decisions; responsible.” Being held accountable might sound great to business leaders, but so many of us get tangled up in the immediate, day-to-day tasks that we lose sight of what makes our businesses sustainable.


The Future Change Formula

by Hal Levenson on Jan 17, 2012 2:00:00 PM

TrilogyAt Trilogy, we work hard to help you attain sustainable results. That means changing your behavior, actions and attitude to get things done a more effective way. While there’s no “magic” way to achieve this, there is a formula for success that we utilized for businesses like yours time and time again.


New Year, New Marketing Initiative

by Hal Levenson on Jan 10, 2012 2:00:00 PM

TrilogyAs we ring in 2012, I’m pleased to announce Trilogy has begun working with the Princeton Junction, New Jersey-based agency, Creative Marketing Alliance (CMA) for a comprehensive marketing and public relations campaign.


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