Power Play #4: Referent Power

We continue our series of blogs on the bases of power and how they relate to workplace dynamics and our interactions with clients. To date, we’ve reviewed coercive power, legitimate power and reward power. In this blog, we’ll take a … READ ON >

May the Winds be in Your Favor

“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your … READ ON >

Power Play #3: Reward Power

This is the third in a series of 5 blogs examining the different kinds of power that are involved in your client relationships. First, power is at the heart of our interactions with others. Second, as a financial advisor with … READ ON >

The Power Play #2: Legitimate Power

We continue our series on the bases of power as they relate to workplace dynamics and in our dealings with clients. Why is this important? Because as a leader in a position of power, your understanding of its impact will … READ ON >

How Do You Walk?

“Success is walking from failure to failure with no loss of enthusiasm.” – Winston Churchill   Well, there is some serious wisdom in this one. Winston Churchill was far from perfect. And yet at the same time, he is one … READ ON >

The Power Play #1: Coercive Power

My next series of 5 blogs will examine the different kinds of power that are involved in your client relationships. First, power is at the heart of our interactions with others. Second, as a financial advisor with a body of … READ ON >

In Praise of Lifelong Restlessness

Recently, I read a Vanity Fair profile about Bruce Springsteen and watched a new HBO documentary on David Bowie, two pivotal cultural influencers of the past 50 years. What struck me in my reading and viewing was the continual creative … READ ON >

Where the SHIFT Begins

“If you are not willing to risk the usual, you will have to settle for the ordinary.” – Jim Rohn   Nothing like an all-time classic to ponder during the dog days of summer. Dennis and I are big fans … READ ON >

6 Observations for a Healthy Business Part 2

This a continuation from the last post made here. Most people with small- to medium-sized businesses end up where they are by accident. When we were younger, few of us said that we wanted to grow up to be a … READ ON >

The Merits of Mentoring

As leaders, we bring people into our organizations and once they are there, we help inspire them to be the best versions of themselves. That’s because their best versions are in our best interests. Employees who love what they do … READ ON >