While we throw around the term “Trusted Advisor” in our industry and want our clients to see us in that role, do you know what ACTUALLY makes business owners turn to you in that role and refer you to everyone they know? In The Seller’s Journey, the business owner protagonist Marty plans a trip across Glacier National...
Building Your Courage Muscles
I was talking to my massage therapist the other night about a workshop called Courageous Choices that I led recently for a group of senior executives. I was preparing them to exit their companies and discover a legacy beyond just money. Helping people make courageous choices is at the heart of what I do as a...
The Legacy Dinner
The Legacy Dinner is a small curated dinner & discussion experience exploring the topic of What Constitutes a Lasting Legacy? It is an informal gathering, along the lines of a Jeffersonian-style dinner. For each event, I’ve chosen a variety of people I know who I think are open to discussion and would each bring...
A Life in Focus
"To be honest, it's a blur," Jeff told me. We were trying to discern the vision he might have had for his life before it ran amok. I had asked him to tell me what he could remember as the highlights of his life from the past year off the top of his head (without looking at his calendar). It took the better part of an...
7 Reasons Why You’re Not Doing Work You Love (and why it almost certainly guarantees a lousy retirement is in your future)
You don't owe anyone an explanation. But, here are seven likely reasons why you're unhappy at work and how it's probably going to carry over into your retirement, too. Why can some people easily find work they love while others (like yourself) remain eternally doomed to work that sucks them dry? In the past seven...
HOW TO BE IMPORTANT
"This could be my chance. I mean the REALLY BIG BREAK I've waited my whole life for" David told me. A new firm was wooing him hard, promising to double the salary he was making and give him the responsibility and recognition he had been craving in his current firm. Everyone he talked to about the offer was urging...
A List of Values
List of Values Abundance Acceptance Accessibility Accomplishment Accuracy Achievement Acknowledgement Activeness Adaptability Adoration Adroitness Adventure Affection Affluence Aggressiveness Agility Alertness Altruism Ambition Amusement Anticipation Appreciation Approachability Articulacy Assertiveness...
Grabbing Your Brass Ring
Last week I met with two clients who are planning to make big changes next year. Glen is going to leave his current firm and Corey is going to sell his company. Both men know that to prepare themselves for the best possible outcomes, the actions they take in the next quarter are critical to set themselves up for the...
Changing Jobs Again? Steps to Stop Churning Your Career
"After six months of grueling negotiation and endless weeks of travel, three straight days without sleep and countless rolls of Tums, the deal was finally done. I'd hit the goal, doubled our assets under management, was facing my wife's wrath because I'd left her hanging yet again at a family event, making excuses...