Content Overview
Multimedia Content
I have built a vast array of multimedia content over the past 30 years that we leverage on our 1-year consulting engagements, 1-2 day immersive workshop and our keynote presentations.
Understanding that it is impossible to separate the practice from the practitioner our content ranges from the structural, to the interpersonal, through the transitional, all the way to the purposeful. I have always believed that where you are personally and professionally is simply a reflection of who you are at that point in time.
If you hope to change where you are, you must also evolve who you are. As you will see below the depth and breadth of the content reflects the scope of the journey ahead.
Scope of Content
All of our consulting integrates these themes
Every business, regardless of the industry, is composed of structure and people. If the business lacks a coherent structure, elegant systems, and/or doesn’t effectively leverage technology, the productivity of even the most talented team of professionals will be compromised. Therefore, this is the best starting place for any practitioner, build a sound practice and then move to integrate a sophisticated team into that practice.
As wealthy clients’ financial needs grew more complex, advisory practices became more multidimensional, and the need for a sophisticated and diverse team of financial professionals arose. The good news is that these teams allowed people to specialize in areas they played to their strengths and in many cases truly enjoyed, the bad news is that these large teams create their own levels of complexity and challenge if not designed properly and led well.
Because our industry has become both complex and increasingly commoditized, what we say and how well we say it Is often what differentiates us and our practices from the competition. How well we frame our business model, express the value of our team and articulate our thoughts and insights have become progressively more important over the last decade. If we all sound the same, our clients and prospects will assume that we are the same. This course covers many of the critical “recurring conversations” we have with both clients and prospects. It will help you leverage the power of story, analogy, metaphor, and juxtaposition to create not just clarity, but insight that fosters action.
Leadership is all about movement: taking an individual, team, organization, even your family, on a journey from where they are, to where they must go-from who they are to who they must become. The transformational leader’s commitment to the journey and their people is captured in the subtitle, “I care too much to leave you as you are”.
Our industry often sends a subtle and insidious message that there is a binary choice in life: create a high-performance career or craft a meaningful life… pick one. I believe that sacrificing your family, your health and/or your spiritual and emotional equilibrium on the altar of your practice Is not only tragic, but completely unnecessary. This course will help you bring your personal and professional journeys together for greater performance and impact in both arenas.
Succession planning is much more than turning over the keys as you walk out the door. There are many critical variables you must put in place much earlier in the process than you might anticipate. This course gives you a comprehensive road map to ensure you optimize your ROA/ROI, provide continuity for your team members, and ensure your clients fully understand and buy into the transition.
Under Construction
Everything you hope to achieve both personally and professionally, assumes you have the energy to accomplish it. Our obsession with time management often overlooks and runs contrary to energy management. We regularly create a daily schedule that leaves no room to breathe (prepare, reflect, and decompress), which means that each subsequent meeting gets less and less of our best performance.
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