Birth Order and Behavior

One of the questions I am often asked is does birth order influence your behavioral style? Well, based on the research we have performed, birth order does not influence your natural behavior. When I say natural behavior, I mean the core “hard-wired” behavior which is based on genetics and then shaped into you up to […]

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 […]

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 […]