The nomination process for new Officers begins in September.

Leadership is a profitable way to increase referrals.
I look for credibility behaviours: take initiative for coffee appointments - and keep them, get a Sub when not able to make a meeting, renew before the grace period ends. Behaviours.

Whatever leaders do well defines the culture of the Team. Others will do it not quite that well.
Whatever leaders do poorly defines the culture of the Team. Others will do it a little more poorly.

Culture eats strategy for business.
I look for duplicatable behaviours to know Members are ready for the leadership step.

The biggest "tell" I get from my clients is how well they are working together on their money.  If I can see that they are on the same page with their goals, meeting regularly to discuss their budget and spending, and overall having good communication, I know that they can move forward.

When I’m working with a client, the first thing I track is whether their books are current and reconciled each month. That’s the foundation. Clean, consistent numbers tell me they’re ready to take the next step. And that’s when the conversation shifts from simply reporting what happened last month to forecasting what could happen next month—cash flow, budgeting, and long-term planning. Tracking this progress shows me exactly when it’s time to bring more value, and that’s when clients move from simply staying afloat to confidently steering their business forward.

When my inspection shows property damage that threatens the value of their home or building, that tells me they are ready to protect or repair their asset. At that point, I step in—whether they proceed through an insurance claim or self-pay.