Can You Go Directly to the Senior Client Without Stepping on Toes?*

Walking on eggshells

Whenever I give advice, it’s always helpful if I’ve personally experienced the problem. So let me tell you a story about what happened to me.

Who’s in Charge?

I was asked to coach a high-ranking executive at a major financial services firm who was scheduled to speak on a panel at a prestigious industry conference.

Gone Looking for a Brighter 2021 . . .

We all deserve some time off!

After a year like 2020, we all deserve some time off.

 

See you next week!

When You Make a Toast Keep it Short and Not About You

Holidays used to mean celebrations. Thanksgiving, Chanukah, Christmas, New Years and Kwanzaa all meant parties in pre-Pandemic days. Now, most parties have to go virtual if they are going to happen at all.

Parties frequently mean toasts. Toasts will still be part of most virtual parties. So what if you’re asked to make a toast

How Do You Keep Your Secrets From the Media?

Top secret stamp

When the CEO of the world’s #2 bank says there is no such thing as an “off the record” comment to the media, you can take it as gospel.

Not so long ago, Jamie Dimon, chairman and CEO of JPMorgan Chase, addressed 200+ members and guests of the Financial Women’s Association. When he was introduced,