Tag: Courage

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365 Coaching Tips: 337th, 338th & 339th

December 3rd Coaching Tip: Salmon Go Upstream.

During one of my coaching sessions today, a team wanted to find capacity by reducing the amount of smaller clients. Why? The team was becoming bored and getting stuck in doing service, and yet the team wanted to grow and handle more complex clients who truly needed financial advice in helping solve their problems.

We took some time to go thru each and every client; the team color coded them green, yellow, red, or salmon. Green was for great client, complex, enjoyable. Yellow was a potential for someone else to care for that client. Red was a definite, better served by another team. Salmon, on the otherhand, was the color for clients who had more opportunity to be served more thoroughly by the team. For example, they had complexities in their business or financial life, they were about to sell their business and needed trusted advisors, they were setting up a family foundation, etc. The color of salmon was selected to reinforce to the team that the team should swim upstream with these clients; it’s hard work, but highly gratifying. We will check back in on their results in a few months. The goal is reduce their clients by 40%, so that they have more time to serve the complex needs of their preferred clients, those who are green and “salmon.” Be curious and have the courage to build the business that you want to run; be purposeful and resilient in saying yes…or no.

December 4th Coaching Tip: Quick Bursts Of Work.

We pulled into the garage this evening around 7pm after a full day of work, then dinner out before seeing my first NCAA volleyball match (IU beat Toledo). The super moon was providing some extra light that reflected off of the snow on the ground. Wanted to marvel at the moon for a bit. I choose NOT to go inside and sit down. Instead, I put on my boots and gloves, and walked the yard, picking up branches and sticks that had come down with some recent blustery winds. Then I removed the decorative pumpkins and also put the metal firepit inside the shed for the winter. Checked the location of my security camera to ensure it’s working and it was. Yes, it’s cold outside, but I was able to leverage the light of the incredible full moon and get in a quick burst of work that I knew could be done before relaxing the rest of the evening.

December 5th Coaching Tip: Embrace AI to Stay Relevant.

The opportunity arose today to work with three of my colleagues on how we all are utilizing AI and Copilot in our jobs. Over the past 2-3 weeks, I was able to collect multiple examples that were significant time savers, allowing the people/teams to be more efficient and more intellectual. One example was quite jaw dropping, i.e. heading to a huge meeting, the leader asked for one-page summaries on the 10 leaders/board of directors who would be sitting around the table. Copilot was prompted to give a one page summary for each of the 10 leaders, giving a multitude of info that was helpful in the wealth management space when a client is selling a business.

Since I was introduced to Copilot just over two months ago at work, my coaching work has been transformed. I’m able to quickly summarize my coaching notes, with more effective action plans. If I’m asked for advice or for some consulting, I ask Copilot for a response to help pull more intell to me. Bottom line: embrace AI to help you in life and your work life. If you don’t embrace it, you may become somewhat irrelevant. The skill in the future is to be able to master your own skills and strengths, while leveraging AI to be more efficient.

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365 Coaching Tips: 334th, 335th & 336th

November 30th Coaching Tip: Step Up, and Say YES.

The Indiana women’s basketball team was 7-0, and now facing 10th ranked Iowa State today. Bad news hit the IU team, as our 2nd leading scorer and rebounder had a lower leg injury and unable to play in this important game. Another player stepped up (let’s call her #8) and started the game. She was up against one of the top five players in the country, Iowa State’s Audi Crooks. IU’s #8 was asked to step up, and she said YES.

Did IU win? No. Did #8 stop the Crooks? No, in fact Crooks scored 47 points, setting an ISU school record. Did IU compete closely til the last few minutes of the game? Yes. Did #8 make us all proud? Yes. When you are ever asked to step up, have the courage to give one answer: YES!

December 1st Coaching Tip: My 2025 Word is REDUCE.

I’m pleased with my selection of my word of the year: Reduce. Back in late 2024, I wanted to reduce plastic usage, my weight, any work drama, and my times in my training. It worked. My kitchens now have much less plastic in them; I eat on non-plastic plates and bowls, I have zero non-stick pans now, and I have new kitchen cooking utensils. My weight reached my lowest level since 10 years ago (my college playing weight). Although we have had eight work colleagues retire/resign from our team, I keep working away and providing value to my coaching clients. And with my training, I see three personal bests in my 100m, 200m, and 400m runs, but reducing my times in all three events. Reduce worked.

So how do I keep it going for the remainder of 2025? I decided to reduce my social media usage in December. How did I do this? I moved all of my regularly used social media apps (Twitter, Instagram, Facebook, TikTok) to my last page of all of my apps. I had zero desire today in my first day to look at these apps, which formally consumed way too many minutes per day. The 2nd thing that I did was start listening to an Audible book on AI, plus I put two print books by my evening chair. Third, I put in a reminder in my iPhone calendar at 7am every single morning in December that reminds me: reduce to zero social media app usage.

December 2nd Coaching Tip: Bring In The Experts.

One of the best and fastest growing teams that I coach brought in the expert today. They needed to spend a full day together reviewing processes, which ones need attention, which ones are running smoothly. They also asked the expert to show them all some shortcuts on how to implement all the digital tools already in their hands to gain capacity.

Because the expert was brought in, everyone on the team showed up, paid attention, asked questions, and learned so much about what is now capable for the team to execute. When there is doubt and a team is pushing back on changing, recommend that you bring in the experts to calmly show what is available and can be done, and how others are utilizing it.

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365 Coaching Tips: 331st, 332nd & 333rd

November 27th Coaching Tip: Just 4:48.

Once again, I traveled on Thanksgiving morning. When I used to live in Houston, TX in the late 1990’s, I would fly from Houston to Indianapolis, rent a car, and drive to Mom and Dad’s home in Kentland, IN. I was able to arrive before my own family who lived in Indiana. Fast forward to today, I left at 6am from my door in Indiana. Took an Uber ride to the IND airport. Two-hour flight to RSW in Ft. Myers, FL. Got picked up by my driver, Ben. He dropped me off at 10:48am at my home in Naples, FL. Door to door on Thanksgiving morning took just 4:48. Four hours and 48 minutes on a holiday. Grateful for all the people that chose to work and assist all of us who are traveling. The kindness was everywhere; everyone was saying “happy Thanksgiving” and smiling, helpful, and nice, even though we were all working to get somewhere. Let’s keep that kindness going.

November 28th Coaching Tip: Cook At Home.

It’s Friday night and one of my best friends is coming to hang out for the weekend. We texted quickly and decided to cook at home this evening. With all the hustle and over-eating that surrounds Thanksgiving, it was the right decision.

At 8:30am this day after Thanksgiving, I headed to Aldi’s (only three other people in the store…it was lovely) and bought some groceries for dinner and for the next couple weeks, too. Here’s the menu for our Friday dinner at home: scallops seared in butter and garlic, fettuccini tossed in alfredo sauce, topped with salt, pepper, and parmesan cheese. Fresh salad with spinach, scallions, tomatoes and balsalmic dressing. For dessert, we made a strawberry cherry jello salad with whipped cream. No alcohol, just water. (The Aldi grocery prices allow you to afford an AMAZING dinner that’s healthy, in the comforts of your own home…try ALDI’s if you haven’t already).

Not sure how much this dinner would have cost us had we gone out, but probably $35-$50 per person. Instead, we ate at home, had a great conversation as we both cooked in the kitchen, and took our sweet time eating. We even delayed our dessert for over an hour. It was a yummy evening; cook at home.

November 29th Coaching Tip: Go See The Sunset.

It was a nice, slow, and relaxing Saturday in our south FL home. It was closing in on 3pm and my friend and I both were still un-showered and in our PJ’s. Finally, we looked at one another and said, let’s take a drive to the beach, grab a drink, and see the sunset. We quickly got cleaned up and jumped in the car and headed to the Gulf. We leveraged Ai and it confirmed, sunset was at 5:34pm E. Our goal was to be seated at the Ritz Carlton in Naples and having a drink and appetizer by 4:30pm E…or we wouldn’t have a seat. We made it, perfectly timed, and enjoyed the sunset. I got a few photos of my friend, and he quickly loaded those up as new profile photos. Don’t miss an opportunity to see the sunset. Sunsets have the “IT” factor; hard to explain, but they just have “IT”.

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365 Coaching Tips: 328th, 329th & 330th

November 24th Coaching Tip: Time With The Younger Generation.

These three posts will bounce and weave around each other. Ask yourself the questions: are you spending time with the younger generation(s)? Are you staying in-touch and relevant? Are you listening to their concerns, hopes, and dreams? Are you willing to assist them? Or, are you out of touch and complaining about them and their desires?

Today, my uncle and I spent the entire day together. We left my mother’s home, and decided to drive a couple hours to our newly remodeled home since he wanted to see it. By the way, he absolutely loved it. We ended up staying overnight there, after we drove around the campus at IU, and had some dinner and ice cream. He enjoyed spending time with me and seeing how I did the remodel. I enjoyed hearing more stories about his times at IU and what he’s working on currently.

November 25th Coaching Tip: Time With The Older Generation.

My uncle and I took it easy today, before we headed to the airport for his trip back to Colorado. We drank some coffee, talked, and then walked down to my basketball barn and got some shots up for about half an hour. As we were shooting, he reminded me to make sure that I’m out there shooting at 80+ years old…like he was doing today. It was a good reminder to me, from him, to keep going, keep moving, keep shooting baskets. I learn so much from hanging out with the older generation. Spend time with them.

November 26th Coaching Tip: Mentoring Goes Both Ways.

Kids can teach you alot, if you just ask them questions and remain curious. I got to talk to two of my great nieces and nephews over the weekend. I can tell that my great niece is a leader of others, and her style and way with communication helps her be effective. I can tell that my great nephew loves being competitive and around top talent in sports. He loves sports, his PE class, and his buddies.

Mentoring can and should go both ways; older generations have alot to learn from the younger generations (from technology to style to new trends) and the younger generations have alot of wisdom that they can gain from the older generations. Both generations have to be willing to care, listen, ask questions, and be grateful for the insights that are being shared. Mentoring should go both ways, not just one way, from older to younger.

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365 Coaching Tips: 325th, 326th & 327th

November 21st Coaching Tip: Baking Up Traditions.

For decades, I’ve been baking bread, pumpkin bread and pie for Thanksgiving. It’s just what I do. One of my nephews loves my pumpkin bread, so I double up the recipe to make him a couple extra loaves; I give a couple loaves to my mom (she adds her cheeseball on top of the pumpkin bread) and of course, I make me some extra muffins as well.

Our family over the last few years just isn’t eating as much as we have in the past, so I have had more leftovers of my baking goods than previous years. As we celebrate in the future, making a single batch will probably be just fine. But I don’t want to stop baking; I love baking at Thanksgiving. It’s a pleasure to make goodies for my people, deliver it, and share the yummy-ness. I love traditions and until I die, I’ll keep baking pumpkin bread.

November 22nd Coaching Tip: Don’t Miss Celebrations Of Life.

As mom and I are prepping for our early Thanksgiving dinner, I let her know that I would need to leave in the middle of the day to go attend a celebration of life for my friend of nearly 20 years, Mike. My mom and dad were great examples of showing up: they made the decision to attend funerals to share their respects, meet with the family, and share stories. Showing up is a challenge at times of grief; sometimes it is exhausting to make the effort to go share your respect. However, I choose to think of it this way: whatever I’m feeling about this loss, the family is most likely feeling it all at a much deeper level. So just go to funerals, or send that sympathy note/card, or make a contribution in their honor to a charity of their choice, or call them a few weeks after the funeral/celebration of life is done and gone. Bottom line, don’t miss them.

November 23rd Coaching Tip: Early Thanksgiving.

Again this year, we as a family had to be flexible and make a Thanksgiving dinner work for nearly all of the family members to attend at my mom’s home in NW Indiana. We landed on the Sunday prior to Thanksgiving this year; last year it was the Sunday after Thanksgiving. My mother loves Thanksgiving and decorated her home so beautifully. She has a tradition of many of us sitting at her long, Amish-made cherry wood table, saying the Lord’s prayer together as we hold hands, and then topping it off by each of us sharing our thankfulness. It brings us to tears. This year, mom reminded everyone of how her grandmother (Kate) came here from Lithuania, from Antwerp to Ellis Island, after her boyfriend (William) had come three years earlier, worked, saved enough money to get her on her voyage to the USA. This message by my mom was so thoughtful, especially during these times of immigration crisis’s all over the world due to instability in the daily lives of many. Our early Thanksgiving was a beautiful gathering of our family and homemade food. We make it work, even though not everyone was able to attend.

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365 Coaching Tips: 322nd, 323rd and 324th

November 18th Coaching Tip: Ask For A Favor.

Today and tomorrow are filled with important back-to-back meetings for me. I needed a slight adjustment in a meeting tomorrow morning at 9am that impacted four different people; I really needed to move it forward to today at 430pm. How do you ask for a last-minute favor, when it is uncomfortable to ask across four different parties? Tell the truth and ask the favor, as most of us are forgiving especially if you’ve been and are authentic. Once I explained that I couldn’t make it tomorrow morning (for a couple reasons) and asked to do it at the end of the business day today, we all realized quickly that it was about the same “business” time. The end of one business day is just one hour different that doing it first thing the next morning. It worked; I asked for the favor and we all adjusted. Favors are granted more freely when you’re kind, you’ve developed a relationship and give people a bit of a heads up. No one like surprises, but if you need a favor, be wise and truthful.

November 19th Coaching Tip: Dig Thru Those 50% OFF Clearance Boxes.

After work today, I decided to take a few minutes and go shopping at a few stores that carry some pretty cool Indiana University gear. The first couple stores had great gear, but the prices seemed a bit high, i.e. a hoodie with the IU Bison on it was $78-$90. I’m a HUGE Indiana fan, but that was out of reach for me.

As I walked down the street, I looked across the street and saw another smaller store with IU gear. As I neared my car, I stepped in to that small store (the 4th of four stores) with little to no nope. And boom, as I walked in, I saw boxes on the floor with 50% off marked on them. I quickly started going thru one of the boxes and found a $15 soft and thick “Indiana Football” black sweatshirt. Perfect, just perfect. The price was very friendly and the fit and feel were yummy. Dig in those clearance boxes, you’ll be surprised at what you find.

November 20th Coaching Tip: Ask For Help.

For some reason, my identify needed to be verified at work. I had been trying to “confirm” my digital and personal identify since late September, with zero success. As the clock wound down this week before my access was going to be eliminated, I went over to the local leaders in the office and told them my problem. At first they didn’t really understand; then after I kept trying on my own, I went back to them. And sure enough, one of them was experiencing the same “error” that I was receiving on my work laptop. Once I found the right person who had experienced the same painful process that I was going thru, she gave me not one but two names to help me. It worked! I was granted access immediately and was easily able to verify that I was a real person and working in a real Merrill office. Yes, AI is here to stay, however know when to leverage your connections and the power of a caring human. Ask for help, and be resilient, until you find the right person who can help. This was something that AI nor a robot could resolve 🙂

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365 Coaching Tips: 319th, 320th & 321st

November 15th Coaching Tip: Witness History.

When you think history making moments are going to happen, plan to go. It might be a once in a lifetime moment. That indeed was the situation today, as our Indiana University Hoosier football team played their last home game of the season, only to set three records: IU now has the longest home game winning streak (15 games), the quarterback (Fernando Mendoza) threw his 30th touchdown pass, and IU is 11-0 (first time ever in program history).

A couple weeks ago, I could see this potentially happening, so I grabbed 16 tickets, and reached out to the fun friends in my life who would be up for seeing history be made. In no time, I had 16 friends agree to go to the game. We had a blast, laughing, eating, cheering, and celebrating our Hoosiers. Make those memories; plan and think ahead and involved those that you love and know how to have fun. Witness history together.

November 16th Coaching Tip: Big Week Ahead.

After a fun and record-breaking day yesterday, getting my rest was crucial for the big week ahead. Why such a big week? Lots of meetings this week and speaking nationally again. Prep for our early Thanksgiving dinner and my uncle is arriving and staying with us for four evenings. My partner and I went thru our calendars multiple times today and really discussed scenarios, when I would be where, what she needed to get done, and the what if’s. I’ve found that doing this on Sundays, while resting and refreshing, really keeps us on the same page. Talking it over with clarity, openness, and curiousity will help you all prep for the big weeks ahead.

November 17th Coaching Tip: Keep Reducing.

My word for the year was “Reduce.” Reduce the amount of food that I eat, reduce using plastics in my kitchen, reduce any work drama, reduce my weight. I did not really reduce my screen time (on my iPhone) and read more. However, starting December 1st, I’m going to drastically reduce my iPhone screen time on social media apps = Facebook, Instagram, Twitter, and Tik Tok. Going to reduce intentionally for 31 days; I’m also going to recommit reducing the amount of food that I’m eating (I took a three-month break from September thru November) to reduce my weight by a few pounds before the new year begins.

I also reduced inside my homes; over the last couple of months, I opened cabinet and closet doors to make four decisions on organization: what needed to be donated, repurposed, thrown away, or utilized. For example, I had four small containers of mousse for my hair. Quickly I realized that two were not even working properly, so I threw them away; two more were useable and I have been using them. As we finished the remodeled home, I was able to repurpose items that were infrequently to now be purposefully utilized as key staples in that home. I’ve made multiple trips to Goodwill and have another big trip to do before yearend. Reduce has been a wonderful word for the year, and I’m doubling down on it in December.

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365 Coaching Tips: 295th, 296th & 297th

October 22nd Coaching Tip: Get Caught Up.

As I drove home from work today, I realized that I forgot to update my notes today and leverage our CRM tool for my key activities. When I got home, I grabbed my work cell phone and put 30 minutes on my calendar first thing for tomorrow morning to quickly get done what I had forgotten to do today. We all forget to do things from time to time; it’s how you handle them moving forward. Get caught up, quickly. This will help declutter your mind and also builds confidence with your colleagues and clients, indicating that you have integrity and are dependable.

October 23rd Coaching Tip: Quick 15 Minutes.

Today I visited with two women who needed clarity on their business growth and also in organizing their work week. In a matter of 15 minutes with each of them, we jumped in quickly, they gave me an update on what they had been working on since I visited with them for one hour each over the last couple weeks.

I was proud of these women, because they both are committed to personally growing to help grow their businesses, and I could feel their willingness to get better. They both emailed after our 15 minute, quick session today and were so happy to be coached and to already start feeling progress. Don’t ever underestimate the power of a quick 15 minute accountability check-in.

October 24th Coaching Tip: Thinking Ahead.

Knowing that I had a one on one with my boss today, I got her my update a couple days ago. When we met for 30 minutes, we both were prepared. Again, thinking ahead, in early November, I’ll be heading to a conference in Florida to learn from national experts on a wide variety of topics; I’ll also be speaking at three different breakouts on three different topics. Yes, three. Today, I really took some time to prep on how I would be organized with my thoughts, focused on being easy to understand for the benefit of the audience, and be relaxed as I’m getting ready now to help reduce any stress.

As a professional that others rely upon, are you thinking ahead? Are you prepared? Are you remaining relevant, or falling behind? Think ahead. You’ll thank yourself, and yes, always stay present when you are with your clients. Think ahead AND be present.

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365 Coaching Tip: 259th, 260th & 261st

September 16, 2025 Coaching Tip: Sick? Stay Home.

A group of 12 of us gathered over the weekend. We are all now in our 60’s. One of the 12 (who is a non-practicing MD) showed up and had a very evident cough. We all mentioned our concern and she kept indicating that she wasn’t sick, the coughing was due to her asthma. We all knew better and tried to keep our distance. Throughout the weekend, I kept my distance, even sitting at the dining room table or going outside for frequent walks or going downstairs to just get away. However, she kept coughing and didn’t care.

Fast forward to this morning…seven of the 11 are now sick with sore throats and coughs. Seven of us, in our 60’s, are now sick due to a non-practicing MD who brought in her crud, which spread quickly across our group of friends. Obviously, what’s done is done. But, her lack of awareness and empathy for us is deeply concerning. Stay home if you’re sick.

September 17, 2025 Coaching Tip: Stay Home, Rest, Hydrate.

We all tell others to rest up and hydrate, get your vitamin C, blah blah blah. But, when you get sick, do you do that? Indeed, I did do that today. I worked 1/2 day at home, drank alot of water and hot tea with honey, took 1500mg of Vit C, went on a couple outdoor, short walks to get some fresh air and Vit D, and yes, took a nap.

Follow your own advice that you give others; when you’re sick, stay home, rest, hydrate.

September 18, 2025 Coaching Tip: Remember Anniversaries.

Again, a pro-tip is to use your iPhone or whatever calendar system you have to never miss key dates like birthdays, holidays, anniversaries, etc. Today was my brother and his wife’s 43rd anniversary. It’s not just another day; it’s THEIR day. I reached out to them both; had an important text exchange with my sis-in-law and reached out to my brother, offering to send them some treats or dinner. They had already beat me to the punch, and my brother had picked up dinner and brought it home for them to enjoy. He appreciated my offer. Remember others; they’ll appreciate it.

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365 Coaching Tips: 229th, 230th and 231st

August 17th: Those Extra Efforts.

It was a sunny day by the lake, and I could have easily just stayed there all-day relaxing. However, my 80-year-old was nearby attending his high school reunion, and then he was heading to the airport today. I jumped in the car and met him for a quick lunch at the airport; we split a sandwich, he shared the fun times from his weekend, and he was also thrilled that I made the extra effort to see him. Make the extra effort; you never know WHEN you may or may not see someone again.

August 18th: Cancer Stinks.

Today, my mother and I had to reach out to the land tenant that is leasing 17 acres from mom for ag purposes. Per the lease, the tenant was to keep the property mowed, maintained, and utilized for ag-only purposes (i.e. no housing, only crops or animals). We were noticing that he stopped communicating and the nearby neighbors were sending me photos of an overgrown pasture. Mom and I knew something was up. Indeed something was up: our tenant revealed that he has progressive pancreatic cancer. His wife also indicated that he’s in the hospital. The man/husband/father/tenant is facing the fight of his life; all he wanted to do was raise a family, teach them how to farm, raise crops and animals. That is all stopping now for him. Mom and I will find another tenant. Cancer stinks.

August 19th: Talk It Over.

One of my coaching clients reached out to me and mentioned that she was thinking of moving forward with a business divorce with her longtime business partner. We prioritized getting some time together; I started asking questions of what’s going on, what’s NOT happening, when did they talk last, who is responsible for what, etc. After about 45 minutes, she realized that she hadn’t even talked to her business partner recently about what was upsetting her. She even admitted that he may not even know that she is thinking about a business divorce. Once she admitted those things, she agreed that she needed to get his attention, sit down and talk it over. We practice how she might go about doing that; many crucial conversations don’t go as planned, because many times the lack of practice is evident, and then the conversation turns sour, emotional, disrespectful and hurtful. Talk it over with a colleague or coach, before you have a crucial talk.