Category Archives: Uncategorized

To help you and your team accelerate through the Stages of Relationship Development, each attribute has been aligned with a stage where it will be most effective. You’ll note that attributes build on those from the previous stage. This means … Continue reading →

A past or future orientation environment is endemic from a systems perspective. In other words, if I have a past orientation, I probably have certain characteristics that reinforce my perspective. This article helps to illustrate the systemic impact of past/future … Continue reading →

Over the years I’ve noticed that partnerships inhabit environments characterized by two different orientations: past and future. Both orientations have specific characteristics and related behavior. They also tend to be endemic within the organization—that is, if you find one of … Continue reading →

Because of what you’ve learned, you’re now smarter and better able to incorporate this new learning into the next phase of the PDCA cycle. Now you can reenter the cycle with a new plan, new knowledge, and increased potential for … Continue reading →

Many of Marcus’s mistakes stemmed from the belief that he had to do it himself if he was going to deserve the profits from his investments. All his schemes required that he spend many hours working, except when he briefly … Continue reading →

Here are examples of the patterns found by our four sample investors: Kathleen’s inventory reveals that with all her investments she did little or no research and she was confused about her nature as a saver or an investor. After … Continue reading →

Arrange your inventory in chronological order. This will enable you to see patterns. Read the inventory with the person you’ve chosen to help with this exercise. If you have been working together all along, then sit down and read your … Continue reading →

After the tragedy of September 11, 2001, many investors felt it was patriotic to buy stocks and unpatriotic to sell stocks. When the market sold off the first week, many of them came to see patriotic buying of stocks as … Continue reading →

Consider numbness when you notice something that you should have reacted to and did not. Marcus felt he should have paid back loans and paid taxes, but he had no emotional response that told him to take the proper action. … Continue reading →

Blaming others when you are responsible can lead to bad losses. Mutual fund managers are often blamed for losses when you are responsible for buying, selling, and holding the mutual fund based on your research of the fund and the … Continue reading →