Category: Purposeful

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365 Coaching Tips: 124th, 125th and 126th

May 4th Coaching Tip: Read The Fine Print.

Since 2013, I’ve owned 33 properties in my real estate companies. I’ve rented many of these homes multiple times and sold a number of them. Today, my realtor hosted an open house for a home we listed for sale just two days ago. In receiving four offers quickly, my realtor and I ready thru the offers closely, i.e. the fine print. In three of the four offers, the realtor was trying to increase their fee amount from 2% to 3%. In one of the offers, the escrow amount wasn’t even 1%. We asked them to increase it, and they did quickly. Another offer had just 5% down, with 95% mortgage. I’m not interested in that. The first offer we got a couple days ago was asking for a home warranty, the 3% realtor fee, and then a $4,000 closing credit. That was a no way, absolutely no way.

Take time to read the details and truly understand the impact on the contract. The fine print matters; don’t peruse over it. It matters.

May 5th Coaching Tip: Follow Up After In-Person Meetings.

In my coaching work, some of the teams and businesses will host events. They might spend months planning the event, fine tuning the speakers, invite list, and messages. And yet, follow up is typically not thought of thoroughly. Recently we had an international meeting with 15 teams who manage a significant amount of business. At the end of both days of the conference and also the first day upon their return home, the leader summarized 3-4 items as next steps. Then, he asked his admin team to develop a matrix to track who is making progress on the next steps.

This was an elite case of ensuring follow up will most likely happen. Following up after these valuable (and expensive) in-person encounters in life or with business meetings can really show others that you care and are paying attention. Follow up!

May 6th Coaching Tip: Weather Changes.

As we wrap up this week in our Florida home to head north to enjoy the Indiana and Midwest summer and fall weather, we are prepping for the weather changes. It’s not IF a hurricane will come close to our Naples, FL home in the next few months, it’s WHEN a hurricane / severe storm will come. Thus, we are planning ahead for the warmer and stormier weather in Florida. The outdoor furniture is inside the home. The water will be shut off along with things like the water heater, bidets, Tesla charger, and washer & dryer. Many of the electrical plugs will be unplugged. The thermostat will be on 78 degrees most of the time. We have thoughtfully utilized almost everything in our refrigerator over the last 2-3 weeks, to enjoy it now and reduce waste.

As we head north, the weather is changing up there, too. The month of May can be tornadic, so we will always be charged up and have shoes on if tornadoes arise. We also plan to be on the lake regularly this summer to enjoy the sunsets. We will ensure we have proper lighting on the boat to return to the dock safely. My hope is that you, too, prepare ahead for the changes in weather. Don’t be caught off guard!

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365 Coaching Tips: 121st, 122nd and 123rd

May 1st Coaching Tip: Listen Deeply.

It’s one thing to say, “Yeah, I’m a good listener.” But it’s another thing to demonstrate it. Today, a group of us listened to a business leader of 20 people share how his team embraces their purpose in their business by deeply listening to help improve the quality of (financial) lives of the families they serve. One of the attendees kinda smirked, raised his hand, and asked, “how do you listen deeply?” The leader thanked the attendee for the question and then shared with the entire room all the different exercises, training, and coaching that his team has invested in. Then to further make his point, he shared an amazing example that quieted the room, as he had everyone’s attention on the power of listening of one of his teammate’s and how it can helped transform a challenging client relationship into a very satisfied client.

Listening is simple: ask questions that start with the words how, what, when, who, and where (try to stay away from why questions). Then, stay present as the questions are answered. Ask follow-up questions on what you heard, so that the convo can go deeper. Refrain from compiling YOUR answer in your head. Listen, then ask for more info. Then a bit later, if necessary, you can ask for permission to provide a couple insights. However, by listening thoroughly, give yourself time to evaluate what you are hearing; sometimes, as the listener, you don’t have to say anything. The person speaking can many times figure out their gameplan or fully vent, proceed, and be thankful for you listening. Instead of listening to answer others, listen deeply.

May 2nd Coaching Tip: Psychological Safety.

In front of nearly 20 leaders, I had the opportunity to share what makes great teams perform better than other teams. With a compilation of research, I mentioned one of the top factors was that team members needed to feel safe to truly share their feelings about their work and their work environment. One of the leaders in the room who leads with a bit of the “stick” more than others in the room interrupted our conversation and went on a rant about empathy. It was clear that he didn’t believe in empathy for others. When he was done ranting, I opened up the discussion in the room. Other leaders jumped in and said the best way to get people on your side and to gain buy-in is to first to understand them and their situation. One leader even indicated that if you check-in, listen, and follow up, you don’t even have to show empathy or act like you’re being empathetic. The fact that you checked in, listened, and followed up later on, shows that you care. These acts create psychological safety for them/team members to share with you. When the going gets tough or when the road is smooth and fast, give others the space and safety to respectfully share with you what’s really going on. This psychological safety will most likely help drive winning results for your team.

May 3rd Coaching Tip: Derby Day!

Although I grew up on a standardbred horse farm, I really love watching the Triple Crown thoroughbred races. Since today was Derby Day, felt it would be fun to celebrate a little bit by making some mint juleps in the mid-afternoon and invite the neighbors over. Connie and Tony came over; they had never made nor had ever drank a mint julep. We got to work and had a blast doing it. We muddled fresh mint leaves with the simple syrup, then added the bourbon and ice. While shaking them, oops, we made a mess. We added more ingredients and more ice, then sat down to drinking these yummy mint juleps, watching the pre-race chatter and races, and we really learned more and more about our next-door neighbors. After a couple mint juleps, I learned about their beloved grandkids and the business that their son now runs for them. As it approached closer to 5pm, off they went to get all dressed up for a Derby Party. Celebrate life by making moments with your neighbors. It was Derby Day and now my neighbors know that I grew up on a horse farm in Indiana, with a deep love of horse racing and basketball. Celebrate traditions and make deeper relationships,,,It’s Derby Day.

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365 Coaching Tips: 118, 119 and 120th

April 28th Coaching Tip: Learning AI now.

Not sure why, but I’m not reading/listening to as many books on Audible as I have over the last few years. The Audible credits have been piling up; I have a couple upcoming trips, the weather is really nice for outdoor walking now, so it’s a great time to put in the ear buds and listen/learn. Popped open my laptop a couple days ago and downloaded three books on artificial intelligence (AI). Why? Because I had another leader tell me, “if you don’t understand AI and how it’s impacting every piece of businesses all over the world, they you will soon fall behind and become less relevant.” That direct statement hit me between the eyes and I was completely OK that he said it to me.

How has it impacted me already listening to five chapters on AI? I realized today that three different people were working in spreadsheets over a matter of month…and AI could have summarized the input in a matter of seconds or less than a minute. I’m using AI Grok on Twitter/X, the AI search in google that is now the first paragraph in search, Alexa in my home much more frequently for weather, traffic, and ongoing questions. Do I want AI to take over the world with our 8 billion people? NO! However, how can we utilize it to help our lives be more efficient? I’m learning AI now because I don’t want to be a senior who can’t figure it out later.

April 29th Coaching Tip: Time Zone Accuracy.

Today I scheduled a couple personal and work appointments. Two of them were on the west coast, and another I just wasn’t sure where they are located. As I provided dates and times, I added one letter: “E” for Eastern Time Zone. It’s really that easy and simple to be specific on requesting an appointment. Put a E for Eastern, or C for Central, or P for Pacific after the time. Because of taking the time to truly think it over, it makes the scheduling much quicker, with less back and forth.

When race fans drive to Indianapolis from the nearby state of Illinois, some get to the Indy 500 an hour late…because they forgot that Indiana is on Central time zone. One time, my godson drove from Illinois to Bloomington, IN for an event…and showed up one hour late. He was happy to be there, but darn it, that time zone accuracy got him. Be in touch and more efficient when you include Time Zone Accuracy.

April 30th Coaching Tip: Tidy Up Before You Leave.

We travel a lot and have multiple homes or places we visit frequently. To make our lives easier as we age, we like to do a few things before we leave: 1) tidy up the home quickly, so that it looks nice when you return, 2) run the dishwasher so that the dishes are clean and dry when we return, 3) do a load of laundry before we leave, so that the stinky isn’t stinky when you return, 4) quickly check out the items in the frig…if it is starting to look a bit icky, toss it, because it will be moldy when you return, 5) put the good items in the frig into the freezer, and we write ourself a note and put it on the counter on “what’s in the freezer”, 6) if we are gone for more than a few days, we turn off the water and the water heater, and put the thermostat on the eco mode, 7) arrange the transportation ahead of time (schedule the Uber, ask a friend, or plan for the car the be at the airport and share it’s location), 8) we have our favorite stuff at all the locations, i.e. lotion, deodorant, razor, hair stuff, key food items, our comfy shoes and clothes, vitamins, etc. Note: #8 allows us to travel with less stuff, and we don’t have to remember as much. Tidy up before your leave, which makes you smile when you return.

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365 Coaching Tips: 115th, 116th and 117th

April 25th Coaching Tip: Flat Stanley Taught Us.

Our friend’s daughter sent me a package with the Flat Stanley instructions and a hand-colored Flat Stanley. If you are unfamiliar with Flat Stanley, join the club; I wasn’t either. However, the instructions were simple to understand and on one page. The essence of this game with Flat Stanley is to take him (hand-colored lil Flat Stanley) with you as you visit places, take photos of him, and then fill out a photo book with the photos that we took of Flat Stanley as we spent a couple days with him. Flat Stanley visited the beach, got to see some cool trees, visited where I work, saw a sunset, joined us for dinner, and even met our waiter, Mario. When I pulled out our Flat Stanley, Mario quickly said, “I vividly remember the Flat Stanley exercise in elementary.” Isn’t that amazing that an adult remembers this exercise so vividly over 20 years later?

Guess who else learned a bunch? We did. On the final page of the photo book was a number of questions about the state that Flat Stanley visited. We learned so much about Florida; the state bird is the Northern Mockingbird. The state tree is the cabbage palm. The state song is Suwanee River. The nickname is Sunshine State. The motto is “In God We Trust”. The largest city is Jacksonville, FL, with nearly 1 million people. The state is the 22nd largest (in square miles) in the USA. Flat Stanely helped us learn and it was a joy spending time with him and helping our friend’s daughter complete her school project. It’s all packaged up and ready to be mailed to her tomorrow. Flat Stanley taught us, too.

April 26th Coaching Tip: Play Til The End.

Last night during the Denver Nuggets playoff game at the LA Clippers, the score was tied with a few seconds remaining. The Clippers had mounted an incredible 32-9 run in the fourth quarter, putting Denver on its heels. With the score tied and 5-6 seconds remaining, Denver Nugget’s best player took a “last” shot which ended up being an airball. But, with the clock running down, another Nugget’s teammate, Aaron Gordon, saw that the shot was going to be short and jumped up to grab it and make a dunk…with .01 on the clock. That’s not ONE second; that’s .01 or 1/10th of a second! This was the perfect example of “playing to the very last moment, playing to the end.” How many times in life do we slow down at the end or we don’t do our job expecting others to execute or we think we will just do it tomorrow or we say, “let’s go into overtime.” Aaron Gordon taught us to play to the end!

April 27th Coaching Tip: Prioritize Recovery.

Yesterday was an intense day for my senior games preparation. (My goal is to compete (again) in the Indiana games on June 7, and then the National Senior Games in Des Moines in early August. The events are the 100m, 200m, 400m, and 800m runs; I’m also going to do the basketball shooting at Nationals.) After shooting baskets for 32 minutes, I headed to the nearby middle school’s track where I ran six-100m’s and two-200m’s, did some leg strengthening and took two walks. Burned nearly 1,000 calories; it was mid-day, about 85 degrees and a light breeze. Hydration and the hot tub were both priorities after that intense workout. As you might imagine, today is all about recovery. We scheduled an hour massage, after a slow morning walk. Now I’m heading to the pool to swim a couple laps…and take a nap by the pool. Our neighbors brought us some homemade spaghetti sauce and meatballs, so we don’t even have to do food prep today. Take time to keep your body healthy by prioritizing recovery after intense days. As a 60 year old, being fit and healthy for me is a blend of appropriate strength and cardio HIIT training, proper nutrition (80% of the time), 7+ hours of sleep, enjoying the work and purpose in our life, and allowing the brain and both time to recover. Your body (and mind) deserve it. Prioritize recovery.

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365 Coaching Tips: 112, 113 and 114

April 22nd Coaching Tip: Leaders Want Coaching.

This evening after work, I talked to three good, long-term friends who are making huge decisions about careers and job transitions. One was a guy that I used to play with when we were kids (less than 10 years old), another is a woman who I’ve known well for 10 years because we have had some thoughtful and deep conversations over dinner, and the other was a guy that I’ve known for nearly 13 years and I’ve been his “bestie” as he made 3 career changes. Why did they all call me? Not sure, I can’t speak for them. But all three said, “I just knew I needed to talk this over with you, Jen; you listen well, ask great questions, and yet, still let me make my own decision.”

Who trusts you with very important decisions? How are you showing up for them? What can you do to be more helpful to those who need a confidant? How do you make time for them when you’re so busy? I’m not sure if the planets aligned or what, but somehow someway, I was able to work in 3 conversations last night with these wonderful people. Two of the conversations allowed me to “walk & talk” and get my steps in. These 3 are leaders in their families and the primary bread winners, so career decisions, incomes, bonuses, and the art & science of negotiation need thoughtful prep and practice. Leaders want coaching; but more importantly, these three just needed a long-term friend who they trusted to listen to what was going on with them. Leaders want coaching…and friends who listen.

April 23rd Coaching Tip: Don’t Miss Birthdays.

Tomorrow is my dad’s birthday, the 29th is my uncle’s birthday, and my grandmother’s birthday is May 24th. How do I know that? Because when I hear about an important birthday (or anniversary or key date), I simply add it to that calendar day as an event and select repeat “every year” in my iPhone. It takes just a few moments but it’s so appreciated by the birthday person when you remember and reach out to call them. Yes, I said call them. Facebook has a good way to remind us of birthdays, but in my opinion, it’s a somewhat lazy way to click on a pre-made “happy birthday” emoji and then click send. Seems a bit unemotional and disingenuous.

My recommendation is to pick up the phone and call people on or near their birthdays. Call them the day before and ask them about their b-day plans or call them the day after to ask what the best part of their b-day was. Bottom line: don’t miss birthdays!

April 24th Coaching Tip: Heavenly Birthdays.

Today would have been my dad’s 86th birthday. Many in our family reached out and connected with my mother, who is 84 years old now and was married to dad for 63 years, to share fond memories and wisdom that we all got from my Dad. Some of our family members didn’t know what to say/text to mom; they were uncomfy to bring up Dad. We encouraged all the family members to share fond, funny and good memories of Dad.

I learned alot from this lil exercise. Send love, positivity and goodness on heavenly birthdays. Celebrate the life of those who have passed on. Share the stories of how they impacted you while they were on earth, alive and thriving. Remember those heavenly birthdays.

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365 Coaching Tips: 109th, 110th and 111th

April 19th Coaching Tip: Celebrate Others.

When someone turns 80 and throws a party, go! That’s exactly what my uncle did. He (at 80 years old, too) flew in from Denver on Good Friday. We relaxed most of the day before the party, then I drove my uncle around 4pm to this 80th birthday party of one of his fraternity brothers (Blair) from Indiana University. About 7pm, my phone rings and my uncle & Blair’s wife were calling me to invite me to the party to meet their family, taste some of their bourbon collection, and eat some of the remaining chocolate desserts. How could I say no to those three requests? Fast forward to 10:45pm, my uncle and I are in the car driving home after listening to a duet of live music that Blair had hand-picked, laughing hysterically with his family, and lugging those yummy left-over desserts (moist, chocolate fudge cake and chocolate covered strawberries) home to enjoy with Easter dinner. Join in the fun and celebrate others. It was Blair’s big 80th birthday and what a party he threw!

April 20th Coaching Tip: Catch The Sunrise.

It’s Easter Sunday; to us, it’s one of the most beautiful mornings to get up early and catch the sunrise to be reminded of the good news ahead for us eternally. The evening before, we headed up to our lakeside condo, which faces east, and the Easter sunrise was glorious. It was worth the effort and a great reminder to just get up and catch the sunrise.

April 21st Coaching Tip: Think Ahead.

The next three weeks have me hitting multiple cities, speaking to multiple groups with multiple presentations. In reviewing my timeline, I set some time-blocking on my calendar to work on the high priority and very specific items to help ensure that I stay ahead and don’t fall behind. I also asked myself who can I leverage to help stay on schedule and completely on point. Earlier this month when I delegated a key piece of the prep work, I inspected some work that was done by others so help ensure that it was complete and accurate. Unfortunately, it was not completed accurately, and it may put my reputation as a speaker and a facilitator of a session with three others somewhat at risk. Thank goodness the “think ahead” mantra was in full effect, and we have time to recover/fix the work and get back on track. Think ahead!

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365 Coaching Tips: 106, 107 & 108

April 16th Coaching Tip: Pay Attention To Messages.

Our flight was delayed this week for an hour, then it pushed another hour. Since we are well-seasoned travelers, we knew that these delays would most likely lead to a long, uncomfortable evening in the airport. After the second delay, we quickly discussed our options, paid our restaurant tab, and made the decision to head back home so that we could sleep in our own bed and watch our favorite show at 830pm. Glad we made this decision, because we found out that our flight was delayed from 7pm to 12am, and then ultimately cancelled. Pay attention to messages, they might just save you some angst; I’m sure others weren’t paying as much attention and got angry at the delays and ultimate cancellation. Pay attention…and trust your expertise.

April 17th Coaching Tip: Plan For The Future.

Recently I met with two key leaders; believe it or not, they didn’t know it, but they were in the moment helping me plan my future. One really needed me as a business coach and trusted advisor, while the other wanted to hear more about my background and how I might be able to help others (since I have nearly four decades of business and leadership experience) in the next few years. These two discussions have me really thinking about my future. I’m asking myself: WHO can I help? on WHAT topics? and WHEN do I do this? and WHERE do I want to do it?

My abilities to influence and develop others, solve problems, be comfortable working locally and globally, and have a focus on client experience are valuable to a wide variety people. Now’s the time (no matter your age) to Plan for the Future. YOUR future!

April 18th Coaching Tip: Inspect Your Decisions.

Yesterday I went to inspect a late change that I made in the house remodel project that we have in progress. I had made the original decision to go with an off-white paint color (named after the dog breed, West Highland White Terrier). I really thought it was a good choice, as I compared 8-10 different off-white colors. However, the name grabbed me emotionally since we used to have two Westie dogs. When I saw this color on the walls of the house, it didn’t feel right, as it had too much yellow in it. I had to make a change, just had to. Quickly, I selected a brighter white, named “White Snow.” My painters went to the paint store, grabbed the new paint, started painting and said, “much better…what should we do with the West Highland paint?”

Since it was my decision to change the color, I knew that I had to drive back to the remodel project and go check out the new paint color on the walls. Sure enough, it looked so much better and the white was brighter. It made me smile! And this week we received a permit for the new proposed garage, so we will utilize the paint that was already purchased/bit yellow for the interior of the garage. We all agreed with the changes. Recommend that if it is YOU who makes a change on an important decision, go check it out and inspect it.

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365 Coaching Tips: 103rd, 104th and 105th

April 13th Coaching Tip: Happy 413 Day

Received a simple text today from a former Can Do Scholarship “student” who has become quite a businessman, with work experience at Enterprise Rentals and Caterpillar. The text was simple: “Happy 413 Day”.

Antonio was a 4th grader, sitting on a gym floor, when I first met him and share the promise of a $1,000 Can Do scholarship when he graduated from high school and progressed to college. He said when he heard me mention this, it was the first time ANYONE had talked to him about college. Fast forward to his senior year in high school. Antonio is a good student athlete and was recruited to play college basketball at Univ. of Southern Indiana. He didn’t receive a full scholarship, so he really needed the Can Do scholarships. We awarded him $1,000, and then an additional $6,000 for his senior year since he was on track to graduate from USI. What a memory Antonio has, sending me a simple “Happy 413”. Note: the 413 stands for getting 4th graders to post secondary education and also is my favorite verse in the bible, Phil 4:13.

April 14th Coaching Tip: Meet in Person.

Over this past weekend, I met with very important people in my life. My best friends and my mom. It could have been very easy to stay home, watch every stroke in the Masters golf tournament; however, I made the choice to have breakfast with a couple of our friends on Sunday morning (which allowed me to have fun cooking in the kitchen, making plenty of leftovers for all week) before I jumped in the car and drove for an hour to meet my mom for a late afternoon lunch. These are very important people in my life. As I age, I want to have no regrets as my life closes in and nears ending. I want to say that I spent time with those that I loved, I made memories, we met in person, we laughed, we cried.

April 15th Coaching Tip: Tax Day, why wait?

Simple question: why wait and create unnecessary stress? Everyone earning an income in the USA knows that tax day is on or very close to April 15th. Every single year.

Statements start rolling in during late January and throughout February. Get a folder or envelope or a folder in your email, label it “2025 TAX INFO” and keep putting info, receipts, donations, etc. in it throughout the calendar year.

Don’t wait, as that causes unnecessary stress on you as well as your tax pro/CPA/accountant.

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365 Coaching Tips: 100th, 101 and 102

April 10th Coaching Tip: 100.

Today I am pleased and thrilled to report that this is the 100th day that I have been writing coaching tips in 2025. 100 days straight of writing purposefully is a record for me, and I’m even more committed to doing it the entire year of 2025.

100 is also a goal for me; hope to live and see myself as an active centenarian. Active for me means walking and using my brain. My grandmother lived to just short of 88, and she smoked most of her adult life. My mother is active and is 84. My dad lived to 84, and his dad lived to 80; they both were active, driving, working on their farms, caring for their horses and happy doing it.

For right now though, I’m happy, healthy, and active at 60. And glad to be sharing coaching tips for the 100th day in a row. Thanks for reading and providing your feedback.

April 11th Coaching Tip: Relationships Matter.

My haircut appointment today was squeezed in to her 9am timeslot. Little did I know, I was the only person on her schedule for the entire day. She said, “only…for YOU!” I felt bad and good at the same time. Felt bad that she arranged her one and only appointment around my schedule. Felt good that she said, “only…for YOU!”

She knew I was back in town for a few days, and knew it was important to me to get me hair done. I remembered to ask her about her new condo, about her son’s rash and her daughter’s trip for Spring Break. Relationships are a two way street, and they can be beneficial for both people if we simply listen, remember, and ask again. Take time to listen to people and you’ll be surprised what can result. Make your relationships matter.

April 12th Coaching Tip: Let’s Go to Gas City, IN.

Four of us jumped in Michele’s new SUV and we headed out to dinner, and then on to Gas City, Indiana (yes, that’s actually the name of the town) to see Grammy-winning singer Amy Grant. We could have easily postponed it or not gone (we all were busy, had curve balls thrown at us this past week), but Michele had grabbed four tickets well in advance, and we were going.

Had any of us ever been to Gas City? Nope! But Gas City (population: 6,000) has invested in their town, county and school system, and worked with state on some economic development grants and they now have a new performing arts center (approx. $20mil investment) that seats over 1,800 people. Their goal is aimed at enriching the community with diverse entertainment and fine arts experiences. It seeks to inspire and foster artistic growth among the youth, positioning itself as a cultural cornerstone for Gas City, enhancing its reputation as a center for arts and creativity.

We had a blast, so glad we went, made memories and laughed, sang, and came home “full”. More importantly to me was how the community came together to take the risk and build a performing arts center. I wish them great success and also am thrilled for all ages to participate in keeping this new center thriving for years to come. Go to Gas City, IN.

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365 Coaching Tips: 97th, 98th and 99th

April 7th Coaching Tip: Portal Positives.

Last night, the Florida Gators men’s basketball team won the NCAA championship in an intense battle against a very strong Univ. of Houston team. Give the staff and these players some credit for winning this championship, as they were down 12 points, stayed focused, and only had the lead for just over a minute in the 40 minute contest. Florida added a number of pieces to their team from some smaller schools: most outstanding tourney player Mark Clayton formerly played for the tiny Iona Gaels. Another “strong as an ox” guard, A. Martin, came from Florida Atlantic Univ, and he also played in the Final Four last year. Surrounded by them was a 6’10” sophomore from Nigeria, by way of Washington State. W. Richard, a senior from Belmont University, was a starting guard. One of their backup centers transferred in from Marshall Univ.

There’s a lot of complaining about the transfer portal due to the amount of players in it. I totally get that, it’s excessive and the timing of opening the portal during the NCAA tourney are both valid. However, in our family, we have a belief in “betting on yourself” and five of the players who played for Florida last night did indeed bet on themselves. They were under recruited, went to smaller schools, developed and got better…and transferred. They came together under a new, young coach, on a sunny Florida campus in Gainesville, trained hard, molded together, and won on college’s biggest stage. Instead of complaining about the portal in college sports or that there’s “no talent in the workplace”, challenge yourself to go out and embrace the talent that is out there. It’s there, and so many positives are in the portal. As a leader, it’s your responsibility to bring together and lead talent who know your vision and embrace it, know their well-defined role, and then allow them to soar!

April 8th Coaching Tip: Three S’s.

Coached a group of new advisors, who are making 25 to 35 outbound calls per day to leads from one part of the enterprise to another, i.e. they are already clients. These new advisors were in a bit of a lull and needed a bit of a pick-me-up session. After introductions of these four advisors and myself, they shared what are they most proud of. Then we discussed what are they struggling with and what’s creating the lull. After hearing their examples, we dug in alot more and they identified that they couldn’t get people to make a decision. Delays by the clients were their “competition”. Another problem is that few of their calls are being answered, so they feel like they are just leaving voicemails.

We practiced what they are saying (script) to the clients and how they are leaving voicemails. I then asked them about their timing: when are they making these calls and leaving voicemails. After some practice, we landed on the 3 S’s: slow the script down a lil bit and do it with a smile. Yes, Slow down, personalize the Script just a bit, and have the client feel your Smile thru the phone or voice message.

April 9th Coaching Tip: Be Prepared.

Met with a team that I had never worked with before and it went great. Why? Because I really prepped BEFORE meeting with them. It actually felt like I knew there numbers as well as they did, and some of the key numbers, I knew well and they felt it. Because of that, our scheduled 30 minute “intro” meeting quickly turned into a very valuable 45 minute meeting, that was “informative, productive, foward looking, helpful” (their words). We were able to prioritize six items that they were willing to get to work on and we will have an accountability check up in 90 days.

After the meeting, the son of the founder stayed and asked it I had a few more minutes. He realized that we both grew up around horses, so he really wanted to talk about it. He thanked me for being prepped; he said he quickly realized and said to himself, “she’s no joke, she knows our numbers!” We went from not knowing one another to having an action plan and a common horse connection…all because of prep. Be prepared; it’s appreciated.