Being or Doing
I am meeting and communicating with an increasing number of people who are searching for more meaning in their life. Or put another way discovering their life purpose. To be honest, a lot of what many people are doing is just searching. Life purpose discovery is difficult and in many ways a journey in its […]
Money Influences Leadership
In recent weeks I have been doing some leadership development consulting and coaching. The goal of this work has been mainly to help the leaders to build their emotional intelligence and then generally their self awareness of what is driving the decisions they are making. Typically, most leadership development work of this kind focuses on […]
Information Flows Drive Energy
Last night I was called by a family friend (for the sake of the innocent, Amy) who was being pushed by an advisor to make a major decision in regard to transferring her retirement savings account. Why was Amy asking me the question? Basically, she was feeling uncomfortable and very hesitant. And yet, Amy is […]
Balancing Life Return and Financial Return
The other day, I was having a philosophical discussion with one of our Wealth Mentors about the role of advisors in the life of a client. “Around the traps”, very often wisdom is brought up, or providing peace of mind, and of course, managing the performance of investments and overall financial stewardship. None of these […]
What Are You Passionate About?
In recent weeks, I have had so many conversations with people where passion has come up in various ways. So, I thought it would be good to put some more energy into it by commenting on it in my blog. I even did a very interesting interview with one of our Wealth Mentor’s last week […]
Sow Into Others Lives and Grow Your Own
Last week a colleague of mine sent me the following quote: Every time you build into the life of another person, you launch a process that will never end. ? Howard Hendricks This quote has a very powerful message which I feel all of us should think about and action. You do not necessarily need […]
Who is Your Client?
I have had some really interesting conversations with advisors during the past few weeks during presentations. In particular, when I have been talking about family dynamics and asking the question who is your advice really impacting? Generally, the obvious answer would be that your client is the person who currently has the wealth for which […]
Entrepreneurs Feedback – What Makes People Successful
In a discussion with a group of entrepreneurs, I asked them the question: What Makes People Successful? I enjoy asking questions like this. I always learn something from others perspectives and insights. It gets me to think at new levels. As you may expect dealing with a diverse group everyone’s responses were great and quite […]
Personal Confidence…..Remove the Gremlins
How confident are you in the business, financial and life decisions you are making? Do you have times of doubt? Have you ever created thoughts in your mind that are not reality, or what can be called gremlins? These questions are equally valid whether you are an investor, executive or advisor. When you have confidence […]
