Challenging You to Unplug

As the 4th of July holiday weekend approaches, think about the last vacation you took – a real vacation, unplugged, away from the computer, phone, and chaos. If you're like most of the clients I work with, you probably haven't taken a real vacation in a long time, right? Taking time to decompress and reflect can be...

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Don’t Let Deception Derail Your Deals

It crossed my LinkedIn feed like a perfectly aimed cannonball, fired right at my chest. “Don’t let them know you are selling.” I’m paraphrasing the actual post to keep the advisor anonymous, but the advice hit me in the stomach, and made me think back to my own exit. It was a crazy time, and I just needed advisors...

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Helping Clients Know When to Let Go

As advisors, we’ve all come across clients who are the founder and leader of their companies, and felt like it was never the right time to let go. Last week I was listening to a great story on NPR about whether Founder CEOs have a shelf life. It focused on the concept of transition as the Co-Founder of Peloton John...

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Why Gratitude Is Good for You

Do you need some motivation for practicing gratitude this Thanksgiving? It turns out that gratitude is good for our bodies, our minds, and our relationships. Advisors and business owners who feel honored to work with each other close deals at substantially higher rates and are happier with the outcomes, which leads...

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Let Your Empathy Be Contagious

I spend my days keeping people and deals from falling apart. Right now, as I watch the coronavirus pandemic march across communities with all of its uncertainty, I’m struck by how similar this dynamic is to what I see playing out in deals every day.  It reminds me that one of the best tools to ease that panic is...

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