About Us
Business owners and decision makers typically face one or more of these:
1. I don’t know what to do. (I need more options)
2. I know what to do, but don’t know how to do it. (I need more info)
3. I know what to do, but I’m not doing it. (Something is holding me back)
I help clients find personalized answers to these most pressing questions either through 1-1 coaching or as a Mastermind Group Facilitator. My willingness to challenge their thinking brings out the best in them.
If you're facing the same problems today that you faced a year ago, we should talk.
How We Got Started
We are both former CPAs and business consultants. When we heard about "coaching" we found a way to expand our work beyond financial statements and taxes. We could now work with business owners on all the integrated parts of their business, including their own attitudes, beliefs, and assumptions. Our new skill set gave us tools to help owners expand beyond their status quo and consistently improve their business, while having more time for themselves. As early adopters of coaching, we been active in helping create the profession that is now widely accepted.
The products and services we offer
Recommendations Received (13)
"Excellent leadership skills. Phillip's leadership and communication skills make him an ideal..."
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"Excellent leadership skills. Phillip's leadership and communication skills make him an ideal Mastermind facilitator ."
"Depth of knowledge, experience and commitment. A class act!"
Products & Services
A Consumer's Guide to Choosing a Coach. This guide will help you find the right coach for you.
www.amazon.com/dp/B00JCHQ4KC
This FREE consumers guide that was written by 4 of the top Mastermind Group Facilitators, describes the three key areas to assess when choosing a M...
It’s always the little things!
Regain control of your time by eliminating the things that get in the way of your productivity, profitability, an...
Recommendations Given (7)
"Great ability to see through the surface topic to get to the essence of the discussion"
"I recommend Leona because she has demonstrated an ability to help her clients achieve amazing..."
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"I recommend Leona because she has demonstrated an ability to help her clients achieve amazing results."
Recent Activity
It depends on what skills and traits are most important to you. That will be different for each business. And the questions will probably different depending on what the job entails. Most owners tend to ask questions about skills. I think questions about behaviors are more important. I can teach...
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It depends on what skills and traits are most important to you. That will be different for each business. And the questions will probably different depending on what the job entails. Most owners tend to ask questions about skills. I think questions about behaviors are more important. I can teach someone skills, but it's hard to teach things like self-reliance, or resourcefulness, or respect.
In general, I like questions that are open-ended that give the candidate the opportunity to tell me more about themselves than they can with closed-ended questions.
Customize the questions to your company, don't use generic questions that don't really give you a sense of the person.
The ones that I like the least. (And even if they don't really take the most time, it still seems like it.)
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The ones that I like the least. (And even if they don't really take the most time, it still seems like it.)
Realizing that med school was the wrong path and then being open to an alternative that seemed counter-intuitive
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Realizing that med school was the wrong path and then being open to an alternative that seemed counter-intuitive
2 Replies
What a great nostalgia question!
I miss my old bakery and the deli. But most of all, I miss the penny candy store. It was a little, one room store with all the delights you could imagine. And yes, the candy really was a penny. The owner was a wonderful old lady with a big smile. And because I...
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What a great nostalgia question!
I miss my old bakery and the deli. But most of all, I miss the penny candy store. It was a little, one room store with all the delights you could imagine. And yes, the candy really was a penny. The owner was a wonderful old lady with a big smile. And because I rode my bike to her store, I got to ride off the calories on the way home.
"Excellent Customer Service" is in the mind of the beholder. Two guidelines to consider to ensure your customers are satisfied are:
-- See what your competition does that works and do it just a little better
-- Discover your customer/clients expectations. Then deliver that, help them to...
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"Excellent Customer Service" is in the mind of the beholder. Two guidelines to consider to ensure your customers are satisfied are:
-- See what your competition does that works and do it just a little better
-- Discover your customer/clients expectations. Then deliver that, help them to change their expectations, or suggest they go elsewhere.
We just moved to a new house that needed major renovations. All of the people working on the house were clear about our move-in date and committed to it. Our painter seemed to be behind schedule but guaranteed he'd be done on time. He wasn't and we moved into an unfinished house. The quality of his work was excellent but his time management was so bad it messed up the rest of the project. Had he told us he needed more time, we would have delayed the move. This lack of "customer service" cost us money, time, and stress. It cost him future jobs that we had already recommended him for. He gave us the impression he cared very much about quality, but not at all about us.
The primary contractor was delayed because of the painter but he will still get lots of business from us because he addressed our needs and made things right. He cared about us.
The standard answer is: no, keep them separate. However, that's not always possible or easy. For example, if you're a home-based business, some of your expenses will be part business and part personal. Or, you may be a startup and to get a loan you may need to use your house or personal assets...
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The standard answer is: no, keep them separate. However, that's not always possible or easy. For example, if you're a home-based business, some of your expenses will be part business and part personal. Or, you may be a startup and to get a loan you may need to use your house or personal assets for collateral.
Before deciding what's right for you, consult QUALIFIED professional help from an attorney, CPA, or business advisor.
To me, this phrase has been over-used like "great customer service". If the product or service is something I'm interested in, I might take advantage of it, but in most cases when I did it turned into a waste of my time. There was usually a person doing the assessment who didn't listen to me or...
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To me, this phrase has been over-used like "great customer service". If the product or service is something I'm interested in, I might take advantage of it, but in most cases when I did it turned into a waste of my time. There was usually a person doing the assessment who didn't listen to me or assumed that if I got the "free" assessment, I would automatically buy something, even if I didn't want it.
Great question.
It's my belief that most companies assume they know the answer to your question, but don't. The reason they don't is that they are so focused on making a sale, they don't spend the time asking the prospect/client questions to elicit the information. The problem is, this often...
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Great question.
It's my belief that most companies assume they know the answer to your question, but don't. The reason they don't is that they are so focused on making a sale, they don't spend the time asking the prospect/client questions to elicit the information. The problem is, this often leads to unsatisfied customers. Even if you deliver what you sold them, it might not satisfy them because it didn't really fulfill what they wanted.
Yes, people often don't really know or express what they want or need. That's why I want to spend the time to get that information so I can know if I can meet their expectations.
I like Mike Kepchar's response about assessing what has created the situation.
Now, let's take it back a few steps in the process. The way we establish the relationship can have a huge impact on a client's willingness to pay. Were you clear about your fees and payment terms? Were you clear about...
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I like Mike Kepchar's response about assessing what has created the situation.
Now, let's take it back a few steps in the process. The way we establish the relationship can have a huge impact on a client's willingness to pay. Were you clear about your fees and payment terms? Were you clear about what they expected from you? Were they clear about what you intended to deliver? Did you keep them informed about progress and anything unexpected?
All of these can help ensure payment without disputes.
The simplest way is to have them referred by a strong advocate so the only question I need to ask is, "when do you want to have our first coaching session?"
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The simplest way is to have them referred by a strong advocate so the only question I need to ask is, "when do you want to have our first coaching session?"
