A Detour to Success

A Detour to Success

In 2008, like millions of other people, two of my dear friends, whom we’ll call Tracey and Mitch, were unemployed. Two years ago, they each took jobs that at the time seemed “off-course” – that seemed like the proverbial “two steps back.” Tracey stayed within her area of discipline, but changed industries. The result: a [...]

Ask For Help, Not Permission

Ask For Help, Not Permission

Recently, I boarded a cross-country flight with the intent of spending my six hours, sleeping, reading, and writing. Having a lengthy chat with my aisle mate was not part of my agenda. But within ten minutes of boarding the flight and getting settled, I happily let go of my “flight” plan. As serendipity would have [...]

Every “No” is Not the Same

Every “No” is Not the Same

Before a prospect becomes a client, I take them through a series of questions. This preliminary financial coaching session is thirty-minutes, complimentary and designed to give prospects a sense of my style and what they can expect from our engagement. It also gives them (and me) a picture of their current financial state, revealing what [...]

With These Words, I Hereby Rankle Your Feathers

With These Words, I Hereby Rankle Your Feathers

The experience I am about to share is about me wanting to have the last word and be right. It is also about acknowledging my ego while simultaneously setting it aside; a hard discipline to practice! When it comes to two people communicating, there are actually five “parties” involved. It’s you, the other person, what [...]

Does “What Do You Do?” feel more like “What’s Your Value?”

Does “What Do You Do?” feel more like “What’s Your Value?”

When most people think of identity theft, it is usually in connection with the stealing of one’s personal information (e.g., social security number, credit card number, passport). But a recent conversation with a friend about what is usually an innocent question brought to mind a different kind of identity theft, one that is perhaps even [...]