Tag: 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: 82nd, 83rd and 84th

March 23rd Coaching Tip: Friends First.

As I watched my IU Hoosier women’s basketball team wrap up their loss to South Carolina, I noticed that one of our IU players stopped and truly hugged one of the SC players. And then, after all the players shook hands, the SC player came back thru the line and hugged, then quickly gave a sweet cheek-kiss to the IU player. Why would they do that, aren’t they competitors? Yes, of course they are competitors. But they are friends first and have been friends for years. It was a pleasant site to witness, and the TV cameras even showed the parents of both of these players hugging each other. As you compete, remember to remain friends with those who really are friends. I’ve learned that I now have friends that I competed against or with daily in practice, and I’m so glad that many are still my friends. Friends first!

March 24th Coaching Tip: Evolve.

My word for the year is Reduce. One of my colleague’s word is Evolve. I like it, because she is our senior coach, with incredible experience, and more senior than me and our manager. She wants to continue to evolve by embracing new ways of doing business, learning from others, and working a bit differently. If you were in the last few years or months of your career, how willing would you be willing to evolve?

Many of my elders have shared with me that when you stop learning and growing, you start slipping and dying. Now that I have more grey hairs, I truly support this thinking. Tonight, we watched “The Americas” series on Peacock, narrated by Tom Hanks. We kept watching episode after episode, consuming all of the incredible cinematography as well as the education on all of these animals, insects, and species. Keep evolving.

March 25th Coaching Tip: No 2am Texts.

My mother and I talk and text every single day. We share a lot and are very close. Over the last month, she has shared with me that someone in our family has texted her at 2am on a couple occasions and has also sent an additional 8-10 texts since March 19.

This is a coaching lesson in emotional intelligence: 1) when you want a senior/elderly/84 year old woman to help you, don’t text them at 2am. 2) when you want help, maybe call them and ask how THEY are doing and really care about what is shared. 3) if you are sending an additional 8-10 texts, look in the mirror, and ask yourself, “why aren’t I getting any response?” (from the 84 year old woman). 4) and don’t deny it when you are called out for doing it.

I have texted my family member twice now, and let them know that my mom is busy thru tax time (April 15) and managing over 10 farms. I also requested that the 2am texts stop. Due to al ack of emotional intelligence, the family member (of course) indicated that they don’t text much, didn’t do the 2am texts, wasn’t adding any stress to the situation, and indicated this was like high school drama. Bottom line: wake up, look in the mirror, own your errors, be more in tune with elderly people, and for goodness sakes, don’t be rude to them when you need a favor. Seniors (like my mother) have who multiple stents in their hearts and have had two hip surgeries in the last 2+ years, lost their husband of 63 years, keep their phone “on”, charged up, and nearby. and their Apple watch on their wrist. Just stop and think, no 2am texts.

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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: 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 58, 59 and 60

February 27th Coaching Tip: Do Due Diligence.

Met a leader today who has the opportunity to buy a business. As I asked him questions, he indicated that it’s a smaller business, about 1.5 hours away, the one employee isn’t very happy and feels overworked, the current owner is ready to check out, etc. Then we pivoted to the true details: what is he buying? what is in the business? what can he eliminate with minimum effort? how old are the assets and clients? how much potential is in the current business? what can he grow quickly to produce a higher gross margin? does he have other team members that can take care of this small business, so that the leader can be free to deal with bigger clients and deals? By the end of the conversation, he had a gameplan to drive to visit this small business owner in 3 days and start digging into what he is buying. When you’re buying a business, many larger companies take at least 100 days to complete the due diligence, and that’s after signing an LOI (letter of intent). Make sure that you do your due diligence.

February 28th Coaching Tip: Need Ya!

Coached a leader today with a highly talented team of 20 people. This leader had alot going on, alot! For example, his wife was on the west coast with her mom because of her mother’s transition to hospice. The leader was now taking care of three kids, and he needed to travel to Florida. Then, his middle child was admitted in to the ER, so he had to ask his 14 year old son to take care of their youngest child over night and also get them both to school on a Friday. I was proud of him, as we figured out a way to get him more help over the next three weeks. He called his mother, and said, “Mom, I need ya!” He then made a plan to talk to key members of his team and his executive assistant to also tell them, “I need ya.” It will be 2-3 weeks of asking others to help, and they will step up. Don’t be afraid to say Need Ya when you truly have alot going on and need help.

March 1st Coaching Tip: Help Out!

Just the opposite of the post above (Need Ya) is the offer to quickly help out. By asking some simple questions or reading an invite/email/text, you can really figure out how to help out quickly. Today we are having a block party, and my neighbors are helping arrange it. While on my walk today, they asked me if we are going; I said yes. Then I came back to our house, re-read the block party invite, and noticed that they were requesting neighbors to bring paper plates, napkins, and silverware an hour early. This made it simple for me: open up the cabinets, see what I have that is still packaged up, and I will now bring napkins, paper plates and some plasticware. A popular quote is, “look for the helpers, look who is helping.” Don’t overcomplicate things; ask a question or read something real quick, and you can figure out how to Help Out.

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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: Here’s to 37, 38 and 39

February 6th Coaching Tip: Go See ‘Em.

Had the opportunity to work with a number of people in the Southeast and across the state of Florida since October 2019, and then six months later, COVID happened and changed my business travel for years. In December 2024, I made the decision to go see ’em. It was time to take all of the Zoom and Web-Ex virtual meetings, and bring those interfaces to life, in person. Over the last four weeks, I’ve been traveling to see those that I’ve been coaching, sharing with others what we do and how we help others accomplish goals, with our coaching. What a joy it’s been to meet everyone in person, hug, chat, and really open up further. Go see ’em!

February 7th Coaching Tip: Be Unrivaled.

When two women’s pro basketball players start their own league and name it “Unrivaled”, take notice. Think about this: they started Unrivaled in 2023 and launched this inaugural season in January 2025. Everything is new: new format with a smaller basketball court, shorter shot clock, two month season, three on three style, only six players, coaches wear black, all games are played on Friday, Saturday, and Monday evenings in the same venue, the venue is intimate, all games are televised in partnership with TNT/Tru, and the players are the focus!

We were so impressed by the fast-paced game, energy, talent, crowd engagement, the drone flying over the players showing unique TV angles, the colorful media and graphics, etc. And what we didn’t see, but the women players feel every day here in Miami is the warmth of their surroundings, and I don’t mean just the weather. Nutrition, recovery, safety, community of pro athletes, and childcare are all priorities to these gals, many who have children. Again, the players are the focus. If you have the courage to start something new, then…Be Unrivaled.

February 8th Coaching Tip: Celebrate Others.

For the weekend, we zipped over to Miami to watch some college softball. My beloved Indiana University softball team is playing in a tourney. We quickly noticed a few new players, and wow, are they talented and quick. The senior pitcher also is a strong batter, and she hit a two-run homerun today to crush Iowa State 9-1, ending the game early due to the 8-run rule after the 5th inning. At the game, a former assistant coach sat with me and we were just celebrating the gals, chatting it up about the program, the coaches, the talent, the love of winning, and that winning is just plain fun. On a Saturday morning, celebrating others got my mindset in a positive state for the rest of the weekend. Celebrate others.

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365 Coaching Tips: 34th, 35th and 36th Tips

February 3rd Coaching Tip: Utilize Timelines

During an initial consultation this week that was about hosting a summit for some large international teams, I quickly realized that all the leaders had good ideas for this summit, had determined the right audience, and provided thoughtful content. Now it was time to figure out when this will all happen, and who will do what. Thus, I recommended pulling together a timeline. Within a matter of minutes, we all were able to start slotting in the important deliverables so that all the prep could be done timely and yet it also gave us some flexibility. Here we are in early February planning for this leadership summit in early May, and because we utilized a timeline with the group on this initial consultation, we have a plan for execution that is well understood by all. Key deliverables were identified for mid-February, early March, late March, and so on. Utilize timelines to simplify understanding, improve accountability and execution.

February 4th Coaching Tip: Culture Wins.

During my decades working at Caterpillar, we had a phrase that was repeated frequently in meetings: “Culture eats strategy for lunch.” For those who don’t quite understand what this phrase means, let me explain an example that I witnessed this week in the styles of two different leaders. One leader showed up early, welcomed me to his office, really spent time asking me about how I was, my hotel, my flight, my partner, etc. He was prepared for the all-day meeting, paced it well, asked alot of questions and listened to the answers, ordered healthy food, shared the stage and speaking assignments with many on his team; he was thoughtful and steady with his comments.

Contrast that to the other leader. He was not as organized, cut off some of his employees while they were speaking in mid-sentence, condescending to some team members, asked the same question multiple times, made some inappropriate comments about people and politics, etc. This 2nd leader gave us the feeling of frequently being in an erratic state, while the first leader was pleasant and calm, and had surrounded himself with highly skilled talent who exemplified calm and intelligence. Culture wins.

February 5th Coaching Tip: Quick Updates.

I’ve been traveling to multiple locations for the last four weeks. Haven’t had a chance to debrief my boss with a longer 30–45 minute update, so what works for us is quite simple: quick texts, one paragraph emails, and a quick phone call immediately after a conference call/webex that ends early. Don’t overcomplicate things. If a one-to-three-minute brief convo can update someone with a quick text, or a simple email, or a phone call, then do it. Remember, be specific, results oriented, and if there is an ask, state it. Quick updates work. If you don’t believe me, talk to a pilot during an emergency landing. Pilots are brief, calm, and exact with their communication in short statements with their co-pilot, the air traffic controllers, the passengers, etc. Quick updates.