Are they an object to be targeted or a subject to be studied?
People have an innate, yet tacit, understanding as to whether they are a subject of interest or an object to be gained.
Dec 3, 2021
8:59 am
Nov 19, 2021
9:23 am
New Conversations Lead to New Possibilities
Try new conversations on for the sake of really discovering what makes others tick and what is meaningful to them.
Nov 5, 2021
9:02 am
Are You “Hearing” Your Clients?
We must never lose sight of the fact that behind each story of the accumulation and dispersal of wealth are experiences that have shaped our clients' thinking about money.
Oct 22, 2021
8:57 am
Practice Genuine Curiosity
What will make you great at your business is the same thing that made Leonardo Da Vinci and Albert Einstein great at their businesses—a deep seated, insatiable, absolutely have-to-know, fanatical form of curiosity.
Oct 21, 2021
10:24 am
Ensemble > Team
At some point, each of us is going to be the weakest member and we want to know that the rest of the ensemble has our back.
Aug 19, 2021
11:39 am
Your Non-Negotiables Are Your Values
I’ve developed a better way to drive home the importance of living your values. I call them “non-negotiables.”
Jun 24, 2021
9:31 am
What Does Your Audience Need to Hear?
Often when I’m coaching financial advisors, I’ll offer one of these decision-making tools.
May 27, 2021
3:30 pm
Listening Well is Hard
Generous listening is a whole mind-body experience. It’s about creating an inner and outer space where you can be present, open, and available to bringing forth an exchange of words, stories, and feelings that were there but not previously connected or expressed.