Category: Purposeful

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365 Coaching Tips: 85th, 86th and 87th

March 26th Coaching Tip: Find The Yes.

Too many of my coaching conversations revolve around people’s frustration from being told “no” or “nope, can’t do that” or “no way”. For example, today I had two different leaders being told that they can NOT hire additional employees. Instead of being told “no”, I coached them to figure out how can they get a “yes, you can hire”. As we looked thru their business, it was evident that their competitive metrics as compared to others were quite average, i.e. 40-50% on a 1-100% scale vs. competition. And then we dug deeper, and their development of a current newer hire has not gone as expected, and that individual is failing. My coaching question was pointed: “what do you own in getting the answer, “no”?” After some silence, the leader admitted that he hadn’t run his business like he was intending. And after some more intentional questions from me and answers from him, we developed a monthly accountability plan for him to run his business better and to more intentionally develop his teammates. Time will tell, but figure out how to find the yes.

March 27th Coaching Tip: Don’t Rain…

Don’t rain on other people’s parade. When someone is really excited about something that they deeply care about and are telling you all about it, listen, smile, and celebrate with them. Whether you like it or not, it is important to THEM. Be curious, ask questions, learn more about them and their “parade”, and they will think you are a rockstar. Why? Because you listened to them and didn’t rain on their parade. For example, my oldest brother and mother own harness horses together and love to talk and share about their horses, race results, and the new baby foals. All I have to do is listen, ask questions, and then celebrate their successes…or be empathetic when things don’t go well. For example, recently one of their favorite mares died as it was having a baby foal, and the foal died, too. They were grieving, and so we all started sharing photos of this super special, winning racehorse when it was winning, training, and enjoying it’s pasture. Don’t Rain on other people’s parades. Just don’t.

March 28th Coaching Tip: End of Quarter.

How did your quarter go? This was a question that was asked every single 90 days when I worked as a leader at Caterpillar. Same thing now happens at Bank of America/Merrill Lynch. Let me ask you: How was your quarter? What did you intentionally get accomplished? What slid and didn’t get executed to meet your expectation? What are you most proud of? What is the biggest disappointment? How did your personal goals progress? How did you celebrate others’ goals?

We just intentionally had dinner outside and talked about what we are proud of since the beginning of the year. We started with personal priorities, then pivoted to professional and work priorities. Overall, even though we both battled bronchitis and Covid, we beat it and remain standing strong. I also made substantial progress on my real estate businesses, with getting one home under contract (to close in mid May), another home will be listed in mid May, and the remodel project is right on track for completion in late summer. Regarding my coaching work, today I summarized all the coaching engagements that I started in 1Q2025. The impact that I’ve already noticed with these leaders and advisors is off to a great start, and by YE2025, results will be substantial. Look at your results, at the end of every quarter.

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365 Coaching Tips: 76th, 77th and 78th

March 17th Coaching Tip: Green!

It’s St. Patty’s Day and many cultures act like the Irish characters all around the globe. I made it a point to wear green and always have done so. It’s fun, unique, and honors a culture and country. And I really like this special day because it hints of springtime, so sporting some “spring green” feels good and fresh. St. Patty’s Day also is always around college basketball’s March Madness, which is win and advance -or- lose and go home = green for go win! Lastly, green is my favorite color. Green was a favorite color of my grandfather George, and he and I are buddies. Green signals a sign of life to me. Green is that hint of money, and when people have some green in their pocket, they have an extra kick to their step. Celebrating St. Patty’s is always fun for me. Go Green!

March 18th Coaching Tip: Trust Your Gut.

Currently in the middle of a remodel project of a 95-year-old home. And from the beginning, we have been working with one subcontractor that just didn’t quite sit right with me. Fast forward a few months to now. We received his quote for new cabinets in the kitchen, bathrooms and the laundry room. The quote was as much as a new car, and it wasn’t complete and a bit suspect. Thus, I really trusted my gut and reached out to some cabinet suppliers that I utilized back in 2004. Sure enough, my gut was correct; the second quote was much more detailed, included taxes and installation, and was still 20% lower than the quote from the questionable contractor. Trust your gut, especially when it impacts three things: 1) YOU, 2) YOUR FAMILY, and 3) YOUR MONEY. No one will care more about those three things that YOU.

March 19th Coaching Tip: Ask For Flex.

The last couple mornings, my Oura ring was clearly indicating that something was off with me, i.e. elevated temp, high heart rate, poor sleep patterns, recommending rest mode. Yesterday, I tested positive for COVID. Not once, but twice. I actually thought I only had a cold, since I have been traveling steadily for 60 days and had just returned from New York City. Life goes on, and so it’s my responsibility as a coach to be proactive. Before 9am daily this week, I’ve reached out to all of my coaching appointments letting them know I need some flexibility and gave them a couple options: email me an update or reschedule for the next two weeks. Quickly they responded with complete understanding, and most were willing to wait to talk to me/reschedule for next week. When you need, ask for flex.

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365 Coaching Tips: 73rd, 74th and 75th

March 14th Coaching Tip: Health Matters.

Today I received a call from a leader that I’ve known for nearly a decade. Looking for advice on next steps for a work/career change, we discussed these three questions: are you living where you want to live, are you doing what you want to be doing, and are you with who you want to be with? After talking thru those questions, then we dug a bit deeper and discussed: are you living a healthy life? are you at the health and fitness level that you desire? Suddenly, the conversation turned to, “no, I’m not…I’m not happy with my lack of exercise and sleep, poor nutrition, less than normal vitals (weight, blood pressure, cholesterol).” Of course there are other considerations like annual compensation, long term or deferred comp, risk, management style, outstanding debt, buy-in from the family, etc., however, this leader realized that it was unhealthy to remain in the current role.

We will talk again in a couple weeks, as some assignments were given. With a number of my coaching clients, the conversations start in one direction (about a job or a situation), but then it turns into a much deeper situation. In this case, health matters more than anything else. As a coach, it’s my responsibility to stay present to hear the nuggets of the true problem.

March 15th Coaching Tip: Communicate in Advance.

Sometimes we have contracts or situations where we need a 60-day in advance notice. I have those with my tenants, as leases come up for renewal, i.e. 60-day notice if the tenant expects to exit the lease or 60-day notice if I decide not to renew or sell the property. How do I stay on top of these 60-day notices? I put a reminder in my iphone calendar that is approximately 75 days in advance. This allows me to give plenty of a “heads up” to the other party, and it is usually met with a response, “thanks, I had forgot, let me/us get back to you.” Communicating in advance can typically help things move along smoothly and with less stress.

March 16th Coaching Tip: Three Options.

Ever walked down a grocery aisle and notice that there are 40-50 different types of whatever? Tortilla chips and bread are examples and the options go on and on in other categories. The mass amount of selection can be overwhelming. For years, I’ve shared with many that my brain thinks in threes or like the figure, a triangle. The triangle is the strongest structure, and it brings me focus quite quickly. You may witness me bringing my thumbs and pointer fingers together to form a triangle, as I summarize or articulate three points. With my real estate remodeling projects, I tell my contractors to get me three options, and I can decide quite quickly. Figure out what works for you. How do you simplify how you make decisions. Embrace a way to make decisions. For me, it’s three options. Make your decision and move on. Rarely do I have regret.

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365 Coaching Tips: 70th, 71st and 72nd

March 11th Coaching Tip: Take A Break.

The stock market was chaotic due to a multitude of national and global situations. I was in back to back meetings with leaders who are leading themselves and their teams thru anxious and challenging times. All day, I was working in a beautiful office overlooking the Statue of Liberty to the south and the 9-11 Memorial to the east. As it was approaching 5:45pm, I realized that it was time to grab a cab and go to the hotel. While in the cab, I called a friend who always makes me laugh…hysterically. She and her daughter had just returned from NYC and saw a Broadway show. Quickly I pivoted from work stuff to fun stuff. And by the time the cab dropped me off at the Bryant Park Hotel, it was game on: I’m checked in quickly, put on some comfy clothes and running shoes, and headed to see MJ, The Musical. It was a healthy and superb two decisions: take a break. Call a friend to laugh.

March 12th Coaching Tip: Good Intent.

After coaching all day in back to back meetings, it was time to head to JFK airport. Problem was that it was rush hour, and I was at Rockefeller Plaza in NYC. I packed up my gear, started to head out and catch a cab. But, I decided to ask two colleagues what would they do. With good intentions, they quickly recommended a route with four steps that would allow me more comfort, less cost, and a quicker trip. The problem was the four steps, so I asked one of them to write down those four steps. He gave it to me on a post it note, I slide it in my briefcase and away I went. The four steps: Cab to Penn Station; grab the Long Island Railroad to the Jamaica exit; go up the escalator to the AirTrain and take it to Terminal 5. Perfect instructions that had good intent, saved me money and time.

March 13th Coaching Tip: The Power of 3!

Earlier in the week, I was entrusted to read a Letter of Intent regarding a purchase. It was a thorough and well written, four-page LOI. But after reading it a couple more times, I felt that it might be best to summarize it with three words: scale, grow, win. When I received the LOI later, sure enough, the LOI had been simplified a bit, and the scale, grow, and win was a highlight.

The power of 3 is also a game changer for basketball teams. If a team has some players that can hit the 3, it stretches out the court and makes the defense guard more of the court. This stretching of the court opens up the easier shots closer to the basket. And when 3-point shots are made, it just takes four 3-point shots to get 12 points…while six 2-point shots equate to 12 points. The power of 3 in basketball is game changing. And it’s also powerful when leaders are communicating in business.

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365 Coaching Tips: the 67th, 68th & 69th

March 8th Coaching Tip: Coach Kids.

If you want to improve your leadership skills, coach kids. Yep, I said it, coach kids. If you can get second graders to 1) listen to you, 2) execute what you ask them to do, 3) have fun doing it, 4) win and lose, and 5) develop themselves thru coaching and practice, and as coach, deal with the parents with calm, integrity, and respect, then you can lead adults. You might just find that coaching other parents’ kids is the best way for you to fine tune some skills, and even learn from the kids, too. Today I watched two of my very special friends coach 2nd graders, and they both were so good with them. One of them is now a referee for kids’ games, while the other is now the director of the youth basketball league. Coach, referee, and director roles are great ways to improve your leadership skills. Coach kids.

When I was 24 years old, I coached 6th and 7th grade girls basketball. These gals had little confidence, but the parents really wanted me to coach them. I agreed, and we got to work, had a blast, and won. How did we win? We ran simple plays, played intense defense, and made our layups. To win, we realized that that we had to improve our dribbling and passing the ball better, so that we could hit the layups after creating steals with our defense. The kids had fun winning and developing their skills; the parents enjoyed watching their girls’ confidence skyrocket. Coach kids.

March 9th Coaching Tip: Don’t Delay.

Tax Day (approx. April 15th) comes every year here in the USA, without fail. And as an adult or business, you know it’s coming. This evening, I got one last list of questions from my CPA on remaining items that needed to be provided or questions that needed answered. What a relief, it’s all darn near done, and I’m not rushing to get it submitted.

For me, getting important projects done a bit early started back in college. By my junior and especially my senior year, I was prioritizing my surge of studying two evenings before exams. For example, if the exam was on a Wednesday, I was doing the bulk of my studying on Sunday and Monday evenings. This allowed me to think thru the materials on Tuesday, and if need be, it allowed me more time to dig in to the areas that I needed to tighten up. Decades later, I do this same tactic when I am asked to speak: I will work a week to two weeks in advance to fine tune the exact timing of the topics, how and when to intertwine the audience, and when to ask my colleagues on stage questions. This prep feels natural, and allows me to be smiling with calm instead of being anxious and underprepared. Don’t delay!

March 10th Coaching Tip: Here for you.

There’s that phrase that many people use when offering help, “I’m here for you.” How do you respond when they do need you? Today, this happened three times in my orbit. One was at work, with a very significant leader and team requesting my input on a Letter of Intent to potentially buy another business. I received it last week, printed it off, read thru it twice, and provided feedback. I was there for them when they needed me. Then my mother was called by her neighbor, and my mom said, “well of course I will take you to get your bloodwork done. I’m here for you.” And the third example was a public figure called me today, wanting to know if I could meet her tonight in Miami. I explained that I’m in New York City, but gave her options on when we could connect. It was apparent she wanted to talk face to face; we will make that happen. As a reminder, when you tell people that you are there for them, then make sure you honor that and be a model of integrity: here for you.

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365 Coaching Tips: 61, 62 and 63

March 2nd Coaching Tip: REST.

REST. I learned that acronym from a four-star general who spoke to leaders at Caterpillar over 15 years ago. And here we are 15 years later, and I can easily recall the essence of his message: take time to Read relevant and timely information, ensure you get your Exercise (150 minutes/week), get enough Sleep (7-8 hours), and Take Time To Think.

This general reinforced that the easy decisions are already made at an individual level or a lower level. The decisions that get to you as a high level leader or business owner are more difficult, and it’s imperative that you have time to think clearly about important decisions and all the potential and unintended consequences. REST, because it matters to your results, personally and professionally.

March 3rd Coaching Tip: Draft.

Today was my third coaching conversation with a future leader, and he has big plans for the current team, the current leader’s succession plan, and the growth that makes him giddy with excitement. He had been talking alot about it, quickly, and excitedly, but he wasn’t clearly articulating it. In our 2nd conversation, his homework was to draft/sketch what was in his head and put it on “paper”.

I was so proud of him today; prior to our meeting time, he emailed me his draft plan, and it was simple with just 4 pages. He had already used it the draft with the local management team, he has talked to his current leader, and now ready to share the draft with him/current leader. As we both spent 70 minutes really digging in to it today, we further improved it, added a few more details. He also agreed to keep it as an updated version with a date, so that he can keep track of the progress, plans, and be able to share the history with anyone who may join the team. Draft it up, it will help bring clarity to you … and others.

March 4th Coaching Tip: Time is Money.

Got up early today, drove to Coral Gables, FL to meet a colleague so that we could coach a number of leaders and advisors. We were there, on time, and ready to roll. The support women had sent out the emails and reminders, and ordered a lovely lunch. However, the office manager/leaders had NOT done the appropriate prep, didn’t have enough appointments set up for us, thus, it was an average day of efficiency. Actually, it was below average. For an upcoming two-day trip to New York City with this same group, you bet that I will be ensuring the schedule BEFORE we leave, so that others understand how valuable my time is. My schedule should be filled with high priority clients who want coaching and improvement.

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365 Coaching Tips: 55, 56 and 57

February 24th Coaching Tip: Talent Everywhere.

Tonight, I had the difficult challenge of selecting four deserving winners of four scholarships from over 94 applicants. Why so difficult? Because the talent on these scholarship submissions was beyond impressive. There’s talent everywhere, all around us. These were written by the high school seniors, and a recommendation letter was also included from their high school administrators. These kids were 100% student athletes, and shared numerous examples and stories of how they are learning how to be disciplined, a good teammate, serve others in the community, keep their grades in good check, win and lose, deal with injuries, deal with coaching changes, and on and on.

On a scale of 1-10, with 10 being the highest score, I mostly awarded the applicants with 7, 8, and 9’s. It was difficult to select the 10’s for the four scholarships, but I did it. The lesson that I learned here is that our kids today are juggling a lot and delivering in a very social world. There’s talent everywhere. Question: are you taking the time to witness them in action, mentor them, and help them become the adults that they want to become? They are ready!

February 25th Coaching Tip: Hold Yourself Accountable.

During three of my coaching calls today, it was all about helping the leader figure out what he/she could do to hold himself accountable to important goals. After listening and asking some clarifying questions on their priorities, one indicated $1m by the next time we talk. And before the end of the day wrapped up, he sent me an email indicating he had already done over $150k of that $1m goal. Another picked up on the number three. He needs to develop himself as a better leader, while coaching his two new associates. All three need to develop; he agreed to spend 3-5 minutes/day with them both, and also embraced the ‘rule of 3’ to help them develop. The rule of 3 encourages new colleagues to try to figure out the answer by digging in and being resourceful in 3 different manners, BEFORE asking the boss for help. It teaches them to “fish”, instead of interrupting someone else and getting the answer. The third leader that I coached had made great progress since July 2024, and yet he didn’t feel that good about it. We summarized all that he has accomplished, and then he pivoted and was ready to continue to be held accountable through yearend 2025. Hold yourself accountable, whether you have a coach or not. Accountability works.

February 26th Coaching Tip: Leverage Partners.

Today I had to coach myself. With three projects coming up in the next 90 days, I had to take some time to figure out WHO can help me, identify WHAT can they help me with, and WHEN do I need their assistance. We had an effective conference call at 9am, and by 10:15am, we had the plan regarding who’s going to do what by when. I was relieved to have these talented partners to work with.

I’m also remodeling a 95-year-old farmhouse, and boy, am I ever leveraging partners and specialists. At the end of nearly every day, my contractor will either text me with an update, send photos that are self-explanatory, or we facetime. He also does a great job of introducing me to all of his sub-contractors (partners), and my whole goal is to get to know them a bit, create a bond, and get a smile on their face. These men are helping me with electric, plumbing, demolition, roofing, siding, drawings, framing, drywall, leveling floors and walls, etc. You get my point; they are doing it all. I haven’t lifted a hammer yet and am 1,000 miles away. Leverage your partners and figure out how to get more done by leverage their expertise.

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365 Coaching Tips: here’s to 52, 53 and 54

February 21st Coaching Tip: Recovery.

Some days, one needs recovery. After having two consecutive nights of less sleep than what I like to get, I decided to “recover” today. My exercise today included just a one-mile of fast walking; then I took a nap in the late afternoon by the pool and finished the evening with three short strolls before laying it down early. Even with my work today, I took a few less coaching calls, and I didn’t jam in things today due to my focus on my priority: recovery. I was still productive and ate balanced, just made the decision to turn down the dial a bit and recover. Prioritize yourself: you are your most valuable asset. Allow recovery.

February 22nd Coaching Tip: Text Real Quick.

If you’re trying to get ahold of someone, give them a quick text and simply ask, “are you free for 10 minutes?” or “is this a good time?” or “when do you have a solid 20-30 minutes? Need to run something by you.” Research indicates that a high percentage of our texts get answered in seven minutes or less. Seven minutes. If you want to connect with someone, give them a text, arrange a time, and then be ready to share your idea/question when you do get that time scheduled. It doesn’t work for everything or everyone, but for many, simply text real quick.

February 23rd Coaching Tip: Sunday Funday.

Sometimes, one just needs a beach chair and a sunset. And that’s exactly what we did today. We took it easy, enjoyed some “church time” at home, watched and listened to some relaxing geography and animal shows, did our workouts, ate well and prepped some meals for the week. But the quiet time and the beauty of southwest coast of FL was calling our names. We threw a couple beach chairs in the car, grabbed a couple sweatshirts and some water, then drove to the beach. Heck, we even squeezed our convertible into a partial parking spot, and it worked. We just sat there for an hour and simply enjoyed all that the good Lord created. It was a wonderful way to end our Sunday Funday.

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365 Coaching Tips: 43, 44 and 45

February 12th Coaching Tip: Heads Up.

When I worked at Caterpillar for over 25 years, we embraced the heads up mentally. Work proactively by thinking ahead, looking out for others, letting your teammates know what’s about to happen or may happen or anything coming around the corner that you can’t quite see, i.e. give them a heads up. Today, during a coaching conversation with a highly talented, top female performer, she was beyond frustrated with her leader’s lack of understanding in her explosive growth and also her being down a couple teammates, due to health reasons and an upcoming retirement. She was wanting him to respect that she was giving him a heads up on her needs for talent, so that she can continue to grow, while allowing her colleagues to tend to health needs and plan to retire.

After a lengthy coaching discussion with her, we landed on her putting together a timeline to clearly indicate what is currently happening (massive growth), about to happen(losing two teammates), what could happen (further growth w/out client service), how to support her(request getting the interviews for new talent started), and by when(beginning of 2nd quarter). She is also going to include how she is ready to coach and develop others on her team and spread the workload proactively, before either of the two depart. Heads up, they work.

February 13th Coaching Tip: Don’t Fall Behind.

Got a reminder today that I needed to submit some expenses for recent business travel. Utilizing a couple 30 minute slots throughout the day, I was proactive and leveraged those two windows of time to get all the expenses and receipts organized, and then at the end of the workday, I submitted the three expense books. In all, it took me about 2 hours to get five different trips submitted, however, I made the decision to do it all at once, because I was prioritizing my coaching work over the last month. The people came first, and I didn’t want to fall behind with them. Nor did I want to fall behind with submitting my expense books; I had given myself 30 days from the start of the first trip to get them submitted, and I did just that, i.e. flew out of town on Jan 14, and submitted the expense books on Feb. 13.

Prioritize what is most important to yourself and your clients, and don’t ever fall behind on submitting expenses or invoicing your clients for work completed or following up with clients who are past due. In my coaching work, I see many who fall behind, become frozen, and unable to catch up. Don’t let the piles stack up and overwhelm you. Don’t fall behind.

February 14th Coaching Tip: Love People.

Valentine’s Day reminds us to spread the love with your sweethearts and those you love. However, today I made the decision to spread the love even further, with the men who are working on a complete remodel in one of my homes. We had three plumbers, two carpenters, an architect, and a floor specialist working away, and I was grateful for their expertise. Thinking that I probably said, “Happy Valentine’s Day” up to five times, I also brought some fresh-made donuts, reminded them to love on their loved ones, and leave work a bit early today. Also asked each of them about themselves; I learned so much. One guy had 3 kids; another had been married 30 years; another was a nutrition major in college; one had 2 sick kids; one was vaping and struggling with his desire to quit. When I left, one of them said, “I love being around you and your energy.” That energy is LOVE. Love People!

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365 Coaching Tips: 40, 41 and 42

February 9th Coaching Tip: Set High Standards.

Yesterday, I witnessed an uncomfortable moment. During a college softball game, the batter laid down a bunt, and then slowly ran towards first base, almost turned out of the baseline. It appeared to everyone at the game that the batter had already told herself that she would be thrown out and had convinced herself not to run fast to first base. Meanwhile, the defense/3rd baseman mishandled the bunt and had an errant throw to first base. Frustration sat in quickly by the batter’s teammates, as they screamed at her for not running hard to first base. And then the uncomfortable moment really happened: the head coach, standing in the 3rd base coaching box, shouted across the field to her team’s dugout, and said, “Stop…stop screaming at her (the batter). Seniors, you set the culture, step up and don’t allow this lazy culture to sneak in.” The entire crowd was in a bit of shock.

However, it worked. The next inning, these same gals went out and got hits, loaded the bases, and then a senior hit a triple that knocked in 2 more runs. That’s responding to an uncomfortable moment, by the seniors. The seniors did know the standards and responded to the accountability that the coach called out. What makes this special is that there was a high standard that was set, and the seniors quickly realized that they were the problem, and they fixed it immediately. Set high standards.

February 10th Coaching Tip: Clarify Goals.

As we are now in the 10th day of the 2nd month of the new year, recommend that it’s a great time to ask your colleagues and teammates IF they have 100% clarity on the goals. If they do have clarity, have them state what are the goals and their roles in making those goals happen. If they do NOT have clarity, then help them gain clarity. For example, ask what else do they need to understand, repeat what the goals were, ask them to rephrase how those goals impact them in their role, etc.

To help improve employee engagement, clarify goals and roles. Today, I realized that I don’t have to do three things that I did in 2024. This give me more time and mindspace to work on coaching and speaking. I’m thrilled, as I was not aware of these changes…because they had not been communicated until today. Now I can truly focus my time on these new, fewer high priority goals, Clarify goals.

February 11th Coaching Tip: Say What?

Every now and then, we hear things and roll it around in our head for a few, and then say, “Say What?” It happened to me today. Overnight, I had received a couple emails about an important and urgent situation that just didn’t make complete sense. Then we found out more info, and yet more info. Recommend that if you are saying to yourself, “say what?”, dig in, find out more info, set up some quick meetings/conference calls with people who are aware of the situation to gain their insights, all in an effort to understand. This deliberate action of learning more will help you move on from “say what?” to “ok, now I understand.” In my coaching work, sometimes we see teammates become overwhelmed or frozen, and then they don’t do anything. Seek to understand when others are looking at you awkwardly, stunned with silence, or have no input. Help them move on from, “say what?”