(Adapted from my annual March Madness posts.) This weekend sees the end of March Madness, the NCAA men’s basketball championship tournament. From now until the final game is played on April 3, film crews will be capturing the most memorable moments – from the joyous to the heartbreaking - to craft into a video...
In One Shining Moment 2022
March 13th begins March Madness, the NCAA men’s basketball championship tournament. From then until the final game is played on April 4, film crews will be capturing the most memorable moments – from the joyous to the heartbreaking – to craft into a video montage played at the end of the tournament over one of the...
Turning the Page 2021
Every year, I press pause for the last few weeks in December to create space for reflection and to connect with the people who are important to me, always encouraging you as my readers to do so, too. Let me ask you these two questions to open a space for that reflection: “On a scale of 1 to 10, how was your year? ...
5 Tips to Become THE Trusted Advisor Every Client Wants to Work With
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...
The Art of Letting Go: What Parents of College Freshmen and Business Owners Have in Common
I was at a networking cocktail party two weeks ago and the investment banker I was talking to kept checking his phone. He apologized at one point, explaining that his wife was driving to another state with his daughter who was starting college the following week. He was, understandably, nervous about them being on...
In One Shining Moment
This week begins March Madness, the NCAA men’s basketball championship tournament. From now until the final game is played on April 5, film crews will be capturing the most memorable moments – from the joyous to the heartbreaking - to craft into a video montage played at the end of the tournament over one of the...
Reflective Questions to Contemplate as You Turn the Page
REFLECTIVE QUESTIONS TO CONTEMPLATE AS YOU TURN THE PAGE *** CLOSING THE BOOK ON 2021 What did I embrace in 2021? What did I let go of in 2021? What changed for me in 2021? What did I discover about myself in 2021? What was I most grateful for in 2021? When did fear hold me back in 2021? Where did I demonstrate...
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...
SCARY THINGS THAT GO BUMP IN THE NIGHT
There are lots of things that cause business owners to bolt upright in their beds at 3am scared out of their minds when they’re selling their business. Whether the tale of your next deal is a horror story filled with regrets or has your client telling all their business owner friends about the fairy tale ending...
Is Dying at Your Desk Noble or Tragic?
Earlier this year, I facilitated a retreat for a group of business owners to talk about how to know when it’s time to sell their business and retire and how to navigate that transition without regrets. One of them I’ll call “Brian” announced he had no plans to retire – “Not me,” he said. “I’m planning to...