Tag: Intentional

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365 Coaching Tips: 64, 65 & 66

March 5th Coaching Tip: Step Up.

In a couple of my coaching conversations today, the advisors that were leading their teams were frustrated with the lack of consistent high-level execution by their teammates. As I listened to them, it was clear to me that it was time to have the discussion, “step up or step out” with these underperforming teammates. However, as I drove home, it got me thinking, “what has the leader done to help them execute better? how are he/she coaching and developing them? what would the teammate say about the leaders and their instructions to complete tasks?” Both the leader and the teammates need to step up. If after all coaching and developing has been done, then it may be time for the teammate to “step out” and find a better role or fit elsewhere.

March 6th Coaching Tip: Remain Curious.

As we were driving to the airport this evening, we looked out the window to the south and there was something we had never seen before. It looked like a drone with lights was falling and spinning a bit out of control. We just couldn’t figure it out. Once I got to the airport, I started reading online to seeing anyone else noticed it or even recorded it. Sure enough, with a few minutes, figured it out: the SpaceX Starship had a fiery breakup, after departing from TX. This is the second explosion in the last two launches. Thank goodness there were no humans on board. For all of us, remain curious if you see something different or out of the ordinary. This applies to darn near everything in your life…including the engineers at SpaceX. I’m sure they are now very curious about why their efforts failed two times in a row. And it applies to your life, your personal safety, your kids, your home. Remain curious.

March 7th Coaching Tip: Keep it close.

You can’t win everything and always be atop the leaderboard on everything. With life comes losses. With life comes challenges. With life comes new or younger talent. If you can’t win, keep it close. My beloved Indiana University women’s basketball team really gave an outstanding team effort against the team from Univ of Southern California in the second round game of the Big Ten tournament. USC had much more talent than IU, but the IU women never ever gave up, kept up their intensity high until the end, and only lost by five points.

With basketball or business, it’s challenging. Be ready, as someone or some other company or team is always after you/your business. It might be developing a better product, at a lower price. It maybe a new, younger and quicker talent on the court; or more mature players who can execute under pressure. Bottom line, it’s hard to win at everything, all the time. If you do lose, do it with class: learn from it, evaluate your next steps, and keep it close. Always.

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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: 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: 49th, 50th and 51st Tips

February 18th Coaching Tip: Own it.

Today during a coaching conversation with a couple men who are buying a business, there were a bit hesitant in working proactively with the current business owner. They hadn’t done the due diligence, and lacked a process for introducing themselves to the current business owner’s clients. They had no plan. After listening for a while, I leveraged an example from outside the industry, i.e. buying 25 car washes in a different state that we had never seen. They quickly knew what to do: fly to that state, rent a car, inspect all 25 car washes regarding all of their locations, better understand the real estate values, inspect the overall care of the car wash, interview key employees, evaluate how good is the drainage, how old/new is the car wash equipment, and on and on. Then I pivoted them. I said then asked, “You’re about to buy a business. Act like you own it. What do you want to know about it, similar to the car washes?” And they got it. They quickly realized that they didn’t know what they were truly buying, and they weren’t acting like the new owners. Own it!

February 19th Coaching Tip: Been There.

We all have been on the job the very fast day. All of us, every single one of us. Tonight, we walked to dinner and had a new waiter. He was pleasant and greeted us nicely, and of course, struggled answering some basic questions: “what’s the soup of the day? is the calamari fried or not?” We could tell he was new, and we smiled and said we understand. He quickly went back to the kitchen, got the answering, wrote them on his order pad, and came back to the table with the answers. We ordered that soup of the day and the fried calamari. He checked on us without being too nosey, filled our drinks, and shared with us the gelato flavors. Of course, we ordered the mango sorbet. It was yummy, he was pleasant and learning quickly. We’ve all been there. Be a friend, help a guy out.

February 20th Coaching Tip: Void? Lead.

When there’s a void, step up and lead. I saw it today in two of my coaching conversations. A team with 5 “leaders” and 3 “staffers” had explosive growth in 2024, and are on track to do the same thing again in 2025. However, they all were complaining about workload, capacity, lack of accountability, shocked by what their “staffers” told them recently about fairness, etc. It was quite clear to me after listening to the 5 “leaders” share their insights, that they were most likely the bulk of the problem. No one was truly stepping up to lead. There was lack of clarity in compensation, roles, expectations, how to hold the “staffers” accountable, how to communicate with their leaders. There was limited to no coaching or development of their best and their worst performing “staffers.”

Another example was in my own work. I was given the opportunity to present a quick summary to my boss about a complete plan to support a growing part of our business. In one page, I laid out the short-term plan with the resources needed and the budget. She read it and quickly approved it. Bottom line: when there’s a void, step up and lead. People want to be lead with simplicity and clarity, and fairness.

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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?”

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365 Coaching Tips: The 31st, 32nd and 33rd Days

January 31st Coaching Tip: Take The Call.

It was a Friday morning, and I was drinking my coffee (cold brew coffee, ice, with Fairlife chocolate milk) and moving slowly after an intense work week. My business phone rang, and something told me to get up and take the call. Although it wasn’t a priority for me, it was a high priority for the gal who called me. We had never met, but a common colleague connected us to talk about a potential new job for her. After explaining to her that I needed to get up and moving, she agreed to give me a minute to get moving and we ultimately had a 28 minute conversation while I walked outside and heard her story and excitement for the new job. Please don’t ever underestimate how important it is to give people time, take their call, hear them out, share some insights, and then smile as they flourish. Take the call!

February 1st Coaching Tip: Never Ever Give Up.

Alot of people in the USA right now, less than two weeks after the Presidential Inauguration, are scared about the amount of change that is happening via executive orders by the President. Each and every new leader implements change, sometimes leaders gather input for 0-100 days and others move quickly. In either case, those leaders think that they are doing what’s right. However, over the centuries, we have seen that surprises happen, unintended consequences happen, good results happen, etc. If you believe in something, don’t ever give up. If you believe in unions, then go support them. If you believe in immigration, get involved and learn the law. If you can’t buy a home due to bad credit, then start paying down debt and increase your income to pay debt down quicker. Bottom line, if you believe in something, don’t ever give up. It’s worth it!

February 2nd Coaching Tip: The Extra Mile.

The extra mile is…lonely. Very few people are there. So what do I mean? Here are a few examples that I’ve witnessed over the decades in the business world. Seems like we know who are the hard workers who show up early, and stay a bit later than everyone else. They seem to get their work done, and thus get more work to do, which leads to opportunities. The leader who is speaking on the main stage for a large event, and he really focuses on his stage presence, his timing, his pace, his tone; his preparation is taken seriously. Outside of work, I see it personally as I try to be a role model of senior wellness. I’m training and running sprints at the local middle school track, and shooting baskets on the asphalt courts. How many people are also shooting and running? Few, very, very few. There are 8-10 basketball courts at this middle school, and no one has been there practicing shots for all the times that I have been there.

The extra mile is lonely; however, commit to YOU and YOUR development, and you will shine. Even if no one is there to see you shine. YOU will see yourself shine, and that’s what matters most.

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365 Coaching Tips: Day 28, 29 and 30

January 28th Coaching Tip: Exude Positivity.

Today, I listened to an accomplished leader who had led large groups of people in Washington DC and Miami. He and his wife made the decision years ago, after losing their son, to remove all negative people in their life. Intentionally, they were making the decision to include and keep people in their lives that exude positivity. How do you respond when you are supporting someone: positive or negative? How do you show up at a meeting at work: positive or negative? How do you show up for a family dinner: positive or negative? Research indicates that you are more likeable if you are positive, ask questions about others, listen to the responses, and remember the details. Embrace and exude positivity.

January 29th Coaching Tip: More Cowbell!

Celebrate your wins. Hit the cowbell. Celebrate a tiny, small win. Hit the cowbell. Celebrate someone else’s big promotion. Pound that cowbell. Celebrate a new baby born. Again, more cowbell. Affirmation and recognition are deep-rooted needs within our souls. And today, I was reminded just how important recognition is. Picture a room full of highly confident leaders and wealthy individuals, who are in the top 1% of income earners in the USA. And yet, none of them were recognized for all of their hard work and efforts accomplished in 2024 (year prior). This was a huge miss by the leader running the meeting, because everyone was gathered for this “2025 Kickoff”. Recommend that you never miss an opportunity to recognize people, to hit that cowbell. No matter the place on earth, people want to be seen, be heard, and hear their name being recognized. More cowbell is like love, just never ever too much of it.

January 30th Coaching Tip: Develop Others.

Couple of my coaching meetings this week have been pleasantly surprising, as a couple senior leaders were planning for the legacy of their business, and we were openly discussing the development of the next generation. As leaders age and get asked, “when are you going to retire?”, it’s such a pleasant and affirming conversation to have with clients (and your team) about your intentional plans for the next generation. Both of these teams have added the next gen and have given them big jobs and significant responsibilities.

Someone probably gave you a shot or believed in you at some point, that may have changed your life. Return the favor as you age and give the same kind of development opportunity to someone younger. My godson reminded me recently of a business trip that he joined me on in the Fall 2015; we cris-crossed 6 states, visited offices, leaders, businesses, ate at nice country clubs, stopped quickly at gas stations to gas up and grab a drink, checked in to numerous hotels, etc. My godson indicated it was a life changing few days for him, and he learned so much in how to manage time, effort, clients, energy, and business. Take some time to develop others. We all deserve it.

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365 Coaching Tips: Here’s to 25, 26 and 27

January 25th Coaching Tip: Leadership Matters.

In many of my coaching sessions lately, leaders are frustrated with employees and teammates who leave their teams, and some of these leaders also claim that there’s no talent out there to replace them. As we dig into what happened and what drove the teammate to depart the team, rarely does the leader indicate that it was him/her. It’s usually something like the teammate left for more money, they had a baby, they are relocating, they, they, they. It’s my responsibility, as a coach, to ask compelling questions. For example, “what did you learn from this? what do you own in this? how were you developing this teammate? how are you attracting talent to be ready for teammate exits? ”

Leadership is hard, Leadership really matters to those who follow you. I’d encourage you to ask the questions: How are you investing in yourself, especially if you lead others? What are you reading, and then implementing? Who is a leader that is mentoring you or could mentor you? Are you a good boss, and how do you know that you’re a good boss? Are you easy to follow? Do you truly connect with your teammates? Do you micromanage or coach, develop and empower?” Leadership matters, and if you master it, teammates will stay and be loyal.

January 26th Coaching Tip: Fundamentals Matter.

Today I watched a college basketball team come back, score 5 points in the last 23 seconds, and win a game on the road in a loud environment. I also watched a team lose the game, who gave up 5 points in the last 23 seconds. This losing team had a lack of clarity on clock management, who should be fouled and when, who should not be left open, who to throw the ball to, how to score with less than 5 seconds in the game and down by 1 point. Whether it is basketball or going to a networking event or driving a car, execute on fundamentals. Networking event: set a goal of meeting new people, ask questions and truly listen, then remember it is not about how much food you can eat. Driving a car: drive defensively, stay to the right if you’re going slower, look left then right and then left again before proceeding thru a stop sign or green light. Fundamentals matter. By not looking left to see oncoming traffic before proceeding into an intersection can potentially kill you. Contrast that with taking 1-2 seconds and clearly knowing that no one is coming at you.

January 27th Coaching Tip: Stay Sharp.

Today, the stock market was impacted by one announcement in the artificial intelligence (AI) space. According to news reports, one company lost over $600 billion in value in one day. By the next day, $200 billion had already been reinvested back into this company. With these type of swings, some may say to just ignore it, keep your head in the sand, etc. However, recommend that you stay somewhat aware, stay sharp on what’s happening around you and what’s impacting the business world. Why? As we age, it’s common for me to hear our seniors say, “I’m a dinosaur. I’m not very techy.” Dinosaurs died and are gone. Tech is here and not going away. Stay relevant, embrace what is happening in the world around you. That doesn’t mean you have to agree with everything, but be aware and stay sharp. In your kitchen, dull knives need sharpened from time to time…or they just stay dull and go unused. Keep ’em sharp!

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365 Coaching Tips: Day 22, 23 and 24

January 22nd Coaching Tip: Be Seen.

As I was watching a leader today, the day after a 3-day weekend, I noticed how she intentionally walked thru the office area and said hello, stopped and truly talked to her colleagues. They actually stood up and talked to her, shared what they did during their long weekend; smiles and laughs were present. Whether you’re a leader or a colleague, ask people about themselves and their lives. They appreciate being “seen”. As I watched the leader step away, a couple people said, “thank you for talking to us…it shows us that you care.”

January 23rd Coaching Tip: Be Heard.

Received an urgent Skype message today, i.e. “we need to get some time with you today to discuss an important situation.” This team is one who came to me 6 months ago and really shared their WHY and WHAT they want to accomplish. Thus, when they needed time today, we squeezed it in from 4-430pm on a Zoom. Indeed, it was important; they want to promote one of their colleagues and they wanted to practice and run-through the new role and gain clarity for her. After 25 minutes of listening to them and asking questions, they had the role clarified, were smiling, and a bit relieved as we wrapped up the call. If someone needs time with you, consider it a gift. They need someone to be “present”, and the best gift that you can give them is your “presence.” Let me them be heard, to help increase their confidence.

January 24th Coaching Tip: Be Efficient.

As a week winds down, it’s a common tendency to have the mindset of “let’s push it to early next week.” In my coaching work, I actually find that I can get a lot done before 10am on Friday mornings and also between 2-5pm. For example, I was able to squeeze in three, quick, efficient coaching sessions today. In a matter of 15-33 minutes, I was able to help all three situations.

Everyone is busy. Who has ever approached you in the last few years and said, “hey…I just don’t have enough to do” ? Like, let’s get real, no one. In being efficient today, I found that telling all three of them yes, I had a few minutes, we immediately became efficient with our time. They truly felt not only seen but heard, and realized I was ready to potentially help them thru their coaching situation. The greatest gift you can give to someone is your time, i.e. being present. And then when you can help them work thru a situation or two, and they can sleep better over the weekend, you have truly added value. Be efficient, and others will likely mirror your behavior, and be efficient, too.

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365 Coaching Tips: the 13th, 14th and 15th Days

January 13th Coaching Tip: Family Talks. In our coaching work, we help our colleagues/coachees as they prep for crucial conversations. In Kerry Patterson’s book, “Crucial Conversations,” most of these crucial convos don’t even happen, and then when they do, they don’t go well. Thus, we as coaches help our colleagues practice these important convos. Today, a husband and wife indicated that they want to bring on at least one of their two sons into their business. And yet, they had nothing in writing, nothing that either of them could confidently replicate with clarity. The husband and wife soon realized that they weren’t even on the same page. The mother wanted the son(s) to be “hungry” and the father wanted to be more “helpful” to his son(s). Thus, I encouraged them to get on the same page, draft it up, and then have a family talk with both sons, so that both sons heard the same message. Then, if either son wants to enter the business in the future and they discuss the opportunity further, the four of them would potentially have a more solid foundation. Remember, have those crucial family talks.

January 14th Coaching Tip: Plan Ahead. Whether its travel for work or vacation downtime, or getting groceries for a Sunday brunch planned with friends, or an early morning Uber ride to the airport, plan ahead. This week I’ll be in a number of hotels, crossing multiple state lines, and in unfamiliar places with unfamiliar people. Thus, I planned ahead by truly looking at the map, understanding drive times and locations, and knowing when I need to be where. Thinking about my personal routines, I even bought my cold brew the night before, and got up this morning and was rollin’ with my favorite coffee while reading my devotionals. This allowed me to get ready and arrive to an unfamiliar office 20 minutes in advance (instead of rushing in to a coffee shop, and then being dissatisfied with my java). Knowing that I could walk to this office in just 2-3 minutes from the hotel that I picked (so that I wouldn’t even have to get in the car and drive/commute), I got my morning routine, breakfast, and workday started as normalized as I possibly could have done. Folks, plan ahead to help reduce stress and you’ll be surprised how much it increases your efficiency.

January 15th Coaching Tip: Stop Burnout. Start saying “no” to certain things and start saying “yes” to yourself. Today, I coached two teams who were “burned out, bored, (not thriving).” After listening to what was going on, they shared that they have too many clients, and many of those clients don’t pay them or are so simple and could be served by someone else more effectively and happily. Gently, we all looked at one another after I had them repeat what they said, “we have too many clients who consume our time and don’t pay us (much).” In my coaching work, we remind our coachees that it is YOUR business. You make the decisions. You select your clients. You can say “yes,” and you can also say, “no”. My recommendation is for you to clearly identify WHO you want to serve and then stick to it. Serve clients that make you smile, that you truly want to help, that take your advice/pay for your expertise, and you both grow from helping each other. Say YES to the right clients, and that will help reduce burnout.