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The Generational Transmission of Wealth

The rising star was humbled by receiving an award named for a former rising star that had forged a legacy in the organization. Who knows, someday an award might be christened in her honor and bestowed upon one of her children’s peers. Succession moves in dynamic cycles as the wealth of knowledge is passed on and new leaders are created.

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Thousands of Lives

Although they impact thousands of lives, you’re unlikely to meet them face to face. Most of their waking hours are spent developing others who become your most trusted partners. Like your physician, minister, and attorney, your financial adviser is selected with care. The relationship is anchored in trust, accountability, talent, and character. Recently, thirty-six of the nation’s top financial advisers gathered in Milwaukee to strengthen their teams. Each leader represented a team of about twenty specialists whose group owns stewardship over the financial stability of thousands of lives.

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The Music of Teams

The executive leadership team I coach on Friday mornings doesn’t always see eye-to-eye. Sometimes, a teammate opts out of the discussion when he or she isn’t getting their way. As a coach, I finesse a way to invite them back into the conversation. The musicians who gather in my basement on Friday nights find ways to collaborate without words. It’s a universal language. Sometimes there is harmony and other times there is dissonance. There is always communication. Fridays are full of lessons.

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Free Agents

The grace period has ended. Now that the economy has begun its recovery, gainfully employed talent has joined the throngs of unemployed in searching for the perfect gig. Just a year ago, you were supposed to be happy to have a job…any job. Now, tolerating unhealthy workplace culture is no longer a requirement of vocational survival.

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Going Undiagosed

Three years was enough. The pain had simply become unbearable. The symptoms could no longer be ignored. It was time to get a proper diagnosis and consider treatment options. Ever since the economy bottomed out, the team had been spiraling toward its demise. Organizational morale was at an all-time low. Top talent was jumping ship. Yet, their competitors had already recovered. Perhaps it wasn’t the economy…

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