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The process

There are a number of fundamental principles that guide and inspire how I think about, practice and teach leadership and communication - all rooted in the art of connecting. The process involves analyzing, personalizing and implementing these principles in ways that best suits you. Who knows, together maybe we’ll discover additional principles that can shape our thinking. Take a look at the fundamental principles, below. The question is, how does this resonate for YOU?

LEADERSHIP PRINCIPLES
AND THE ART OF CONNECTING

HUMILITY

Good leaders

offer to help,

great leaders

seek help. 

VULNERABILITY

If you want to truly appear confident, share your fears and vulnerabilities.

PERSONAL RELATIONSHIPS

All great professional relationships are rooted in strong personal relationships.

POSITIVITY

Instead of focusing on all the ways you want your people improve, focus on what they do well, and inspire them to do more of it

KNOW THEM

Go to great lengths to truly get to know each member of your team. 

TONS OF FEEDBACK

Here’s how your employees will rank the feedback you give them:

1. Positive

2. Negative

3. None

SUPERPOWERS

Instead of having everyone to everything, find their superpowers and inspire your team to rely on each other. You wouldn't ask Tom Brad to work on his block skills would you?

ENCOURAGE FUN

Whoever said work can’t be fun never worked with me. 

UNDERSTAND HOW TEAMWORK WORKS

Move from striving for a team of great leaders, to a GREAT TEAM of leaders - these are very different ideas. 

MORE ON TEAMWORK

Keith Richards and Ron Wood are the two Rolling Stones guitarists. Keith was asked, who is the better guitar player. His answer was, “Neither of us are any good, but together it's magic.”

BRINGING OUT THEIR BEST

Why is Magic Johnson considered the greatest Laker basketball player of all time? Because when he was on the court, YOU played better. Be Magic!

KEEP BRINGING OUT THEIR BEST

The potential for Greatness lives within each of us”

- Wilma Rudolph. 

COMMUNICATION PRINCIPLES
AND THE ART OF CONNECTING

PASSION

Bob Dylan famously said that he’d rather listen to a passionate speaker talk about something he wasn’t interest in, as opposed to a boring speaker talk on a topic he was interested in.

YOU!

YOU are the point of the presentation, regardless of what anyone says. 

ENTERTAIN

Tell a

compelling story.

KEEP IT SIMPLE

What's the ONE single point you're trying to convey?

FUN IS CONTAGIOUS

If you're having fun, your audience

will have fun.

ADDRESS YOUR REAL FEAR

Most people aren’t struggling to FIND their voice, they're struggling to trust their voice.

GET ME OUT OF THE WEEDS, PLEASE

I've listened to 10,000 presentations. None have avoided having too much detail.

THERE'S GREAT STUFF ALL AROUND YOU

Watch others present. Note what you like, and don't like. 

Leadership by connection

I’ve been leading investment teams for more than 20 years - inspiring hundreds of my team members to be their best. As much as I love analyzing financial markets, my greatest joy and gratification comes from mentoring and advising my colleagues on leadership. It's all about bringing out the best in those around you - and inspiring others to do the same. Cultivating that skill and passion in others is one of my single greatest professional accomplishments.

 

I have found that leadership is more art than science. Very few of us were born leaders. Skill in this area evolve over time.  Over the years, through trial and error, I have cultivated a wide range of skills and techniques that have allowed me to become truly terrific leader - at least that’s what my colleagues tell me! Guess what, many of them have become great leaders in their own right. This is quite powerful because the ultimate value a leader can offer is to help other leaders become great as well.

Communication by connection

Communication and public speaking are key aspects of leadership. As an investment leader, I’ve delivered hundreds of board presentations, thousands of client and media speeches, and who knows how many strategy meetings with my various investment teams. Many brilliant executives have difficultly getting up in front of crowd and finding their authentic voice. Connecting with your audience is the ultimate goal. It sounds easy, but as many of many of us know, it can be downright daunting.

 

Just like leadership, public speaking is more art than science. Likewise, the process for me has involved a great deal of trial and error.  I wasn’t always a great public speaker, but I've learned how to find my authentic, passionate voice, and keep my messages simple. 

  • How will we work together?
    In order to get you to your highest level, we will have an initial meeting, free of charge, where we’ll do three things: 1. Understand where you are today 2. Figure out where you want to get to 3. And develop a plan of action. And most important, it will be fun along the way! There is no set formula specifying exactly how we will work together. Every situation is unique.
  • What makes your program better than all the others?
    My focus on relationships and the art of connecting will take your game to its highest level. There is no formality to any of this. I guarantee you will find our time together inspiring! And your teams/audiences will come to find you inspiring as well.
  • I dread public speaking, what makes you think you can help me?
    First off, you’re not alone! Most people dread pubic speaking. I’ve never met anyone who hasn’t improved in this area, given a desire to do so. What is it you dread most? Watching yourself on a screen with your colleagues in room? Fear not, we don’t do that! My goal is not to take you out of your comfort zone, but to EXPAND your comfort zone.
  • Do you offer both online and in-person sessions?
    Yes, both can work. But in-person sessions are optimal.
  • Have you ever failed to help someone reach their full potential?
    Nope. If you’re committed and enthused, you’re well on your way. But I can't inspire you to want to reach a higher level. That has to come from you.
  • What is your fee structure?
    The fee structures depends on the specifics and scope of the assignment. I am happy to discuss fee accommodations for leaders from historically under-represented backgrounds.
  • What's the next step?
    I'd love to hear more about you. Please contact me so we can discuss your goals.
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