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1 Insight

Dec 23, 2021

I have a handful of Thinking Partner clients. They invest $47K for around 5 months. I have 1-2 Concierge Trusted Advisor clients a year who invest $185K to have access to me when they need it. You may be surprised at how little they need that access. And My Thinking Partner clients are often complete way before our...


S13EP07: Your clients are NOT paying you for your time

Dec 23, 2021

I have a handful of Thinking Partner clients. They invest $47K for around 5 months. I have 1-2 Concierge Trusted Advisor clients a year who invest $185K to have access to me when they need it. You may be surprised at how little they need that access. And My Thinking Partner clients are often complete way before our...


Dec 9, 2021

Today I turn the table on my client. I tell him to ask me one single question—the answer to which will change everything.
It turns out that David has just had his second child and we share an intimate moment. Two dads bonding over how to make an impact in the world, while raising great kids.

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Nov 25, 2021

Today I turn the table on my client. I tell him to ask me one single question—the answer to which will change everything. David lives in Scotland and has a dream to help the homeless population in his city.
He is beating himself up for not taking more action.
So, I remind him that a goal is a place to come from, not a...


Nov 11, 2021

I know that Philippa is an extraordinary woman because from the moment she joined Transition Excellence, she drew out the leadership of others in making sure everyone had an incredible experience. When I saw her LinkedIn page, I was impressed with her track record as a leader and an educator in the corporate world...