Q & A: Our Most Frequently Asked Questions ANSWERED

Updated: Oct 27

1. What's the hardest part of coaching?

When I hear and see clients get disappointed, even when they are trying their best in learning new skills, building new relationships and understanding new knowledge ... their determination obviously will get them beyond the closed doors to open doors, but its the feeling of being let down on their faces that is hard. We can only control the internal landscape.

2. Where is one place to save money?

Anyone can take a weekend and write a time capsule letter to their children, grandchildren or great-grandchildren with their top 4 lessons, top 4 values, top 4 mistakes and top 4 areas of gratitude . To take it up a notch, add some color to the letter(s) or really good parchment paper.

For those w/o children, write out what you would like to do or give to 3 groups or individuals (aka "beneficiaries") that you would like to pour into: why it matters to you, an action plan, your values honored and then, tell at least one person ... in rising the tide of possibilities for all.

3. Do I think "Legacy Planning" is trendy right now?

Yes "and" I think it is in the personal touches and actual action steps that add to any pieces of paper (i.e. governance documents, wills, etc,). Are you using the same words as everyone else? #boilerplate Just through through the motions because someone else expects you to?

4. What is your favorite advisory tool when it comes to coaching legacies?

It really depends on the client and the stage they are in. For new clients, I like leaning into wealth profiles and mind maps to organize their values, flow state, priorities, guiding principles, etc. New clients are like blank slates and are open to new ideas and guidance. For returning clients, the favorite tool is how we can best answer the question of "What's Next?"

5. Do I prefer "in-person" or "virtual" meetings?

After 800+ video sessions since 2019, I am kind of used to the 1 minute commute to my home office. Having said that, it will be nice to plan another group retreat at a luxury wellness resort. I do have a strong opinion about physical "coffee table/hard cover" personalized legacy books because you can hold it in your hands, compared to an e-book.

6. Is there hope for narcissists?


7. How do you typically start out a legacy plan design?

I figure out what a client's top 3-4 values are and where they fit in, also if a client allows these values to actually fit in - in truly honoring them. Then, we build out from there and around those core values.

8. How do you incorporate clients receiving push-back from those around them?

It comes with the territory of growth. It's how one deals with this resistance because it's a skill in and of itself in defining, developing and executing your legacy.

9. What is the best time to start?

Now, because there's never a "perfect time", just like the inertia of exercise... it feels great afterwards for many reasons and on many levels (spiritual, emotional, mental, physical) in being glad you went to the gym. #metaphor

10. How do you hide the problems?

We don't, we have to deal with them head on. There are a lot of tools and this process becomes a part of a client's education.

11. Where do you save and where do you splurge?

I think the clients, whether individual or families, who invest in weekly "coaching meetings" (whatever title they give the meetings) find and experience 10x the results and rewards in the honesty that gets to come out vs. people being "too busy" to say how they feel in bottling it up. These weekly meetings are where I would splurge because it is in these ordinary moments that learnings happen as well as deeper connections - it is here that legacies get created, developed and executed.

For savings, lean into and ask for an accountability worksheet as a "system" for moving forward without the "active conversation" component.

12. What is most important to know?

There is no one size fits all in coaching, everything is customized. There are no regrets with clients who do this work; no one has ever said words of regret to me or asked for their money back. On the contrary, developing their personal legacy brings meaning to their life and work.

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