Hello Reader, Happy early Thanksgiving! This is one of my favorite times of year! 🦃 🎄 Yes, I know that’s cliché – but, as I like to say, cliches exist for a reason! One thing I’m grateful for this year is knowing other people who have very different opinions and perspectives than I do. Yes, that includes different political beliefs! 🇺🇸 How boring would life be if everyone thought just like I did?! 😴 But having constructive conversations with those who don’t share my beliefs can be, well, DIFFICULT. But here’s the thing – whether that difficult conversation is with a client, an employee, a significant other or an acquaintance – skillfully navigating difficult conversations can make our lives meaningfully better. 📚 Difficult Conversations: Harvard Law School’s Program on NegotiationBack when I was completing my MBA – which is longer ago than I can comprehend 🤯 – I was introduced to a book titled Difficult Conversations: How to Discuss What Matters Most. 🤩 It is an EXCELLENT book based on decades of research performed by Harvard Law School’s Program on Negotiation. I can wholeheartedly recommend it to everyone – because we all need to be having more difficult conversations! Difficult Conversations walks you through a step-by-step approach for how to have your toughest conversations with less stress and more success. PDF Cheatsheet to Difficult Conversations 🗣️I was so excited about this book while in business school that I did a whole presentation on it! 📄 As part of that presentation, I made a handy two page cheat sheet summarizing the key teachings of the book. This cheat sheet is no substitute for the book, of course. And actually, I think reading my summary will motivate you to read the whole book! 🪩 Here are a couple of my favorite nuggets of wisdom:
Have a Great Thanksgiving! 🍂Whatever you’re up to this holiday week, I hope you enjoy yourself. And don’t shy away from some of those difficult and uncomfortable conversations! Best, |
Hi there! I'm a financial planner for therapists! I help therapists navigate every element of their financial lives and make financial decisions with ease and confidence – both in your practice and your personal life.
Hello Reader, Well, it’s been an interesting start to the year here in Los Angeles – to say the least. The wildfires that have decimated several neighborhoods here have impacted pretty much every Angeleno (yes, that’s what we’re called) in some way. We ended up evacuating last week – and while our neighborhood ended up being relatively unscathed, save the lingering air quality issues – it was nonetheless jarring. Of course the events are tragic and my heart goes out to those who have lost so...
Hello Reader, I hope you’re enjoying your holiday season! I realize it’s painfully cliche – but how is it possible that this year is almost over?! For me, the year has really flown by. Time flying isn’t necessarily a bad thing… but it has prompted me to reflect on how I’m using that time. What’s truly important to me? What activities do I want to spend more time doing? What things do I want to spend less of my limited time and energy on? I’m not huge on new year’s resolutions, but I do want...
Hi Reader, It’s a time of year many of us will be getting together with loved ones we don’t see that often. Which makes it a great time to consider whether your beneficiary designations are up-to-date! What is a beneficiary designation? 🤔 A beneficiary designation designates who should get your account assets if you pass away. That person is the beneficiary of your account. Usually you can just fill out a form online through your financial institution. By doing so, you are creating a...