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South Burlington, VT

Value Creation Blog

Kill Corporate Welfare Now!

soap-boxIt’s time for another one of my rants. As with all of them this is my opinion and does not reflect the opinion of my broker dealer NFP Securities or anyone else in my firm. Whew, that’s out of the way, now on to the rant.

Kill Corporate welfare first

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Topics: asking why, people who care, Change

4 Reasons You Need Goals – Wealth Management in Vermont

wealth management vtI’ll admit that I’m not a big fan of goal setting. I don’t like to do it and I don’t like to monitor them. At the same time I know that if I don’t set goals I’ll just chase my tail and get nothing useful done.

Does this sound familiar to you? You know you should set goals, you’ve been taught that without goals you don’t know where you’re going, and yet, you just never seem to get around to setting them.

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Topics: mission vision values and goals, financial planning, wealth management, roles, asking why, stage 3,, stage 2,

Do You Think You’re Judgmental? - Personal Growth

judgmentWhen you have a problem with someone else do you hold a mirror up to yourself? Do you realize that when someone really annoys you it’s often about something in you that’s making you react that way?

It’s a funny thing. When we make a judgment about others we’re often making a judgment about ourselves. It took me a long time to learn this lesson. It’s one that I get to revisit on a regular basis.

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Topics: communication, personal value, asking why

Think About Not Yet Instead Of Yes

120620-Decision-Fatigue-300x300Every day I think about the choices I make. Every day I get stronger when I say the word no. Then, there are those times where I ask, “should I be saying no or would not yet make more sense?” What about you? Are there times that you would rather not give an answer and really don’t know what that answer should be?

The answer isn’t always clear.

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Topics: value creation, personal value, asking why

5 Things To Help You Through Change

navigating_changeAnytime we go through a major life change we’re moving from the old us to the new us. There’s a period of time where everything feels out of sorts. We might feel that we’ll never move out of this stage. Sometimes we just plainly get stuck. Here are 5 things to think about if you’re going through this process.

Understand it’s not permanent.

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Topics: communication, financial planning, build trust, asking why, Change

A Mentor Is A Good Thinking Partner

thinking_partnerI spend a lot of my time acting as a coach with various people. Sometimes it’s a formal coaching relationship and sometimes it’s just a result of having a conversation about a goal or outcome. In both cases I find one of the important roles I play is that of a thinking partner.

A thinking partner is someone who helps you think through what’s going on in your life. I’ve found that when I play the role of a thinking partner lots of interesting things happen.

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Topics: communication, personal value, asking why, transition planning

Does Your “Stuff” Serve You? – Wealth Management

bigstock-The-Word-think-Handwritten-W-46174396I sometimes find myself making a decision to do or buy something before I’ve asked some questions about my purchase.  After I’ve bought it and brought it home, I find that it really doesn’t fill a need or even a want I have.  It’s too late to return it and I’m stuck with more junk that I didn’t want in the first place.

Does that sound familiar to you?  I think we often do things and don’t ask what purpose it serves.  Sometimes it’s a commitment and sometimes its just more stuff to clutter our lives.

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Topics: value creation, wealth management, asking why

Institutions Let Us Down

american institutions resized 600I’m writing this on October 16th.  We still have a shut down government and we’re all on pins and needles wondering if Congress is going to raise the debt ceiling.  Some of us are blaming the Republicans and some the Democrats.  For me, it probably should be neither.

It’s not the government it’s institutions.

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Topics: trust, asking why, Change

You Need To Answer This Question

whyDan Sullivan has a question he calls his R2 question.  It goes like this, “If we were to get together three, five, or ten years from now, what would have had to have happened for you to feel like you’ve been successful?”  I want you to stop reading right now, take out a pen and answer this question.

Are you done yet?  What did you learn?

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Topics: mission vision values and goals, value creation, asking why

Having An Ego Doesn’t Mean You’re Arrogant

ego resized 600I was recently at a conference where the topic of ego came up.  When an interesting topic or idea is introduced I often wander off into my own world for a while.  Do you ever find this happens with you?  For me, it’s where many of my more interesting thoughts come from.

Ego is not a bad word.

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Topics: business coaching, communication, asking why

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