The markets are gyrating triggering the worst human biases. Read on for three bias-savvy techniques to keep clients on the right track. Pivot from Panic to Patient Psychological studies show felt urgencies twist our perceptions. Relevant facts are ignored in favor of daily impressions. Sadly, local and national gossip is driving your client’s viewpoint. This
Succession planning involves handing over power, position, control, and leadership. It can feel like a big loss. That’s the problem. Very few people embrace loss. This is a major reason people struggle with succession planning. Read on for a quick take on four strategies to leave well, or download the full Journal of Financial Planning article.
People are so on edge, and we’re a long way from settled. Read on for a quick overview on talking to the fired-up. Download the full step-by-step details How Human Brains are Wired A very upset person is in an altered mental state. Strong emotion literally overwhelms the rational centers of the brain. As a
How do leaders work with teams two years into a pandemic? Download the full article at: Leading Beyond the Pandemic and read on for the summary. Teams Suffer from Stress Mono On the stress severity scale, the pandemic meets and exceeds the definition of trauma. It’s been uncontrollable, unpredictable, inescapable, isolating, and unrelenting. This level of threat
Things are shifting, positively (finally!). Read on to build your ideal future, with the DIY 3-D Vision technique. Contact me to walk through your specific situation, together. Why the 3-D Vision Technique? Human beings naturally underestimate the impact of present decisions on their future happiness. This is caused by two cognitive biases: Natural instinct to get pleasure & avoid
Top tips from Leading Now, in the Journal of Financial Planning. Keep reading for extra resources, key tips, and download the full article (audio and online version at the Journal of Financial Planning). 3 Keys to Success Now The research on thrivers* shows the three keys to individual, team and leader success now. All thrivers: Objectively assess strengths &
As virtual work increases stress & diminishes motivation, time to lead team-members to positive and productive change, here’s how Identify the Goal Strategize Success in 5 Steps 1. Identify: Name the behavior as a pattern that’s impeding their success. 2. Instance: Share a recent instance of a specific example you personally witnessed. 3. Impact: Explain the negative impact on
Job Anyone? The interview is even more important in a virtual environment. There are three keys for a great interview. Keep reading for quick tips, download the full article, and contact me to get your personalized top tips. Employer Tip: Contact me for tips on interviewing candidates. Feel free to share the article, as helps your audience. Presence
What Now? We’ve had quite a time these last months! As people begin to emerge and fashion a new way, the question is What Now? The answer is focus on future success. Watch me present What Now? on YouTube, download the What Now? slides on PDF. Even better contact me to build your own What Now? plan. Digital is great, personal