Communications

Nine Executive Lessons Learned in an Unusual Way

The drill was always the same. When you returned to school each Fall you had the same challenge: answer the traditional “what I did on my summer vacation” in front-of-class presentation. Fast-forward a few decades. Now you can title the challenge, answer the “what I did on my Professional Development Day-Off” question.
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Financial

Putting Money Back in Its Place

As a financial advisor, money is certainly a subject that's certainly close to my heart.  When I give group seminars, I often like to begin by asking people to give me definitions of what money means to them.  And I always get a similar range of replies: freedom … security … opportunity … power.  I've asked this same question to hundreds of financial planners over the last several years, and I rarely ever hear the standard dictionary definition, which is simply that money is a means of exchange.
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Financial

Estate Planning: The Pitfalls of Improper Titling of Assets

Remember the song written and recorded in 1956 by Bo Diddley called "Who Do You Love"?  I'm sure this is the number one thought on your mind when you are setting up your estate and deciding who will be on the receiving end of that estate when you pass away.  Who will inherit your assets, what will they inherit, and when will they inherit it are important and sometimes irrevocable decisions that are often difficult to make and even more difficult to accomplish.
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Presentations

How to Persuade Your Audience by Seeing the World through Their Eyes

Success in persuasion depends on moving people psychologically from where they are, to where you want them to be. While demographics refer to observable audience traits such as age and gender, psychographics refer to the mental constructs people employ to organize their lives and guide their behaviors. The beliefs, attitudes and values audience members bring to a presentation often serve as roadblocks to persuasion.
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