Reprise: What to do when your clients or colleagues are untrustworthy

by | Sep 18, 2022 | Monthly-ish tips

This post is part of our Monthly-ish Tips series.


We spend an outsized amount of time in our programs focusing on how to increase your own trustworthiness proactively and specifically, since it’s the only thing you can actually control. A recent situation reminded me of content that my co-author Charlie Green and I recorded some years ago for our video learning library that answers the question, “What do you do when others show up in untrustworthy ways?”

Read More...

Reprise: A different way to think about your “competitors”

by | Sep 5, 2022 | Monthly-ish tips

This post is part of our Monthly-ish Tips series.


I originally shared this Weekly Tip three years ago, and at the time I didn’t know the identity of the person who offered the unconventional offer it describes. I had forgotten about the post until just the other day when I had a chance to meet this awesome person, in person. I’m reprising it because it’s such a great lesson in a much more trustworthy way to think about “competition” that’s worthy of emulation.

Read More...

Reprise: How to be more charismatic/compelling/interesting/fascinating

by | Oct 3, 2021 | Monthly-ish tips

This post is part of our Monthly-ish Tips series.

I assigned the listening chapter from The Trusted Advisor Fieldbook to a group I’m working with the other day (Chapter 6), and a participant took note of one of my favorite stories in it. Which reminded me of a tip I wrote 2+ years ago on an unexpected way to be found at least a little more charismatic/ compelling/interesting/fascinating. I’m dusting it off today because introverts and extroverts alike can benefit from creating an immediate and meaningful connection in a way that’s authentic, palatable and easy.

Read More...

A modern take on a traditional relationship-building custom

by | Sep 6, 2021 | Monthly-ish tips

This post is part of our Monthly-ish Tips series.

I’m guessing you’re like I am in that you don’t end each day wistfully thinking, “If only I had received more email.” Just last week, though, I found one of the loveliest messages in my inbox I’ve ever gotten—which is saying something because I actually get some really, really nice ones on a pretty regular basis. Last week’s dispatch was a brilliant blend of traditional and modern communication that strikes me as a simple and distinctive addition to all of our relationship-building toolkits.

Read More...

When NOT to ask a question

by | Aug 16, 2021 | Monthly-ish tips

This post is part of our Monthly-ish Tips series.

Many of you know my Mom passed away a couple of months ago (I wrote about three trust lessons as a tribute), and some of you know she was actively dying over a two-week period. I learned an important lesson about asking questions during those two weeks. The lesson is applicable to a lot of different circumstances and relationships, including the comparatively more mundane everyday business interactions—particularly between consultant/advisor and client.

Read More...