Life skills

Next Gen / All Gen Protection

Next Gen / All Gen Protection is a topic near and dear to my heart.  In the eyes of the law, when a young adult turns 18, parents/guardians no longer have the legal right to obtain medical information about the young adult even if they are under your insurance and/or you are paying the bill. […]

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Communication – Synergy is Powerful

In the workforce or at home, do you tend to “go solo” or work as a “team”?  When thinking about communication, how often do you consider the inherent value of combining your thoughts with others to maximize your results? Let’s consider the power of synergy beginning with defining the word.  Merriam Webster defines synergy +

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Communication – It Takes Two

Communication is a something we do everyday.  We chit chat.  We talk.  We listen.  All of this can occur in casual circumstances, in business settings and at times in formal settings. Let’s consider for a minute the differences between listening and hearing.  The sentences below contain both listen and hear and shows the contrast: I listened

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Like a Root Canal

Picture this – a beautiful sunny, warm Southern California late afternoon.  Sitting outside with a client, we were talking about life, business, families.  Out of the blue, I was asked “Why do you do what you do?  It’s like having a root canal”!  Laughter bubbled out of me as I replied, “I guess it makes

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Leadership Skills in Daily Life

Fast Company posted an article this month that caught my eye about leadership.  Leadership is defined many ways by many people.  How you define it will influence you, your actions and your life. Working with individuals and businesses, I’ve experienced various leadership styles along the way.  When Fast Company posted their article, “4 Ways to

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Sending out an SOS

Have had the Police song, “Message in a Bottle” from 1979 running in my mind of late.  The lyrics, “sending out an SOS” come to mind as I draft this post for you.  If for some reason you were in a position that required someone from work to contact people in your personal life or

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Prioritization

Our days are filled.  Time is a precious resource.  Busy does not equate to results.  Haven’t we all heard, seen and experienced this?  Struggling to balance everything on our plates can be overwhelming, especially when reviewing items of importance at work and home. The upcoming year end activities may add to the mix.  Deadlines, quarterly

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Practice makes Perfect

We’ve seen much over the past weeks that lend consideration to “expecting the unexpected”.  Situations beyond our control stretch us beyond our comfort zones.  We are faced with unfamiliar circumstances and see the best in people/humanity or are stunned by dismal reactions. How might we be ready to be ready?  Let’s start small.  IF we

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Skills: Practice, Practice, Practice

Throughout life, we are presented with new experiences, new tasks and new learning.  We learn to study/learn in school; when we buy our first car or house we learn about negotiation; when we seek a job we learn what it takes to find employment; to maintain a job we learn about leadership, teamwork, organization, time

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The Living Planner Advisory Perspective Series – Mindy Bortness, Communication Works

Valentine’s week is upon us!  Happy Valentine’s Day to you and yours 🙂 Our Advisory Perspective series provides you with a perspective of how to prepare for meetings with professional advisors.  This month, I would like to introduce the President and CEO of Communication Works, Mindy Bortness, Increasing your Employee ROI.™  Mindy is a recognized leader

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