"Taking Yourself to the Next Level"

The Monthly Newsletter from Don Sardella, Business Development Coach for Financial Advisors – August 2009



To all our highly valued clients and acquaintances:

For this month’s issue of “Taking Yourself to the Next Level”, I will be sharing a few notes from Willow Creek Leadership Summit 2009. As I have done in recent years after attending conferences, I want to share a set of key points from the various presenters.

This is the 2nd year that I have attended this Leadership Summit, which is now Willow Creek’s 15th Summit. This one exceeded my experience of the previous 2008 Summit and plans for the 2010 Summit make it sound like a “must attend”. Jack Welch is confirmed.

While unofficial notes, I hope it offers you a flavor for what this is all about, with the diverse exposure of Leadership Principles and Practices from serious people from all walks of life. All for your consideration and future discussion/planning/collaborating.

FYI – 120,000+ leaders from throughout the world participated at various satellite sites. While designed for ministry leaders, I think these ideas can serve as true for us as well.

Pastor Bill Hybels of Willow Creek Community Church  

we are all leading in a new reality – not sure if we are ever going to experience the new normal ever again - storms require constant action at the helm – what can we learn in a downturn? A lot of learning to do – plan for worst case scenarios, forced by financial realities - uncertainty is horrifying for people - this might be the new reality

make sure we have and are providing adequate replenishment strategies for depleted conditions - what do you clients and colleagues see when they look at you?

are you filled with life and peace? Or are you exhausted and fearful?

We may need a planned negligence strategy – a not-to-do list

Jack Welch – “the kindest form of management is the truth”

Gary Hamel - Author of “Leading the Revolution: How to Thrive in Turbulent Times by Making Innovation a Way of Life

Are we in the vanguard or are we the old guard? Are we innovating and adapting?

Pace of change is hypercritical – churches are islands of spiritual vitality

Need to change the way we change – overcome temptation to take refuge in denial

It delays renewal and can last for decades – we need to inoculate ourselves against denial, face the facts - Bill Gates once said “Microsoft is always 2 years away from failure”

The future has already happened – and it’s unevenly distributed.

Acorn analogy – many acorns on the ground to get one oak tree – likewise with ideas

Generate tons of crazy ideas – we need to diverge before we can converge

The biggest question for us to ask ourselves? How can we increase our impact?

Be careful for mistaking edge of your rut for horizon – innovate all the time and fight bureaucracy – for ex, let’s take a look at google policy - get to be a leader when you are asked – anyone can say no to any request – then flat out focus on what they commit to do

Head-snapping change – most organizations not adaptable, malleable and expandable

strength of the ideas carry the day - authority comes from value-added

Need to re-invent how we manage and lead – possible to be the most vibrant, adaptable

Learn how to take a little and make much – role of leaders is to equip your team/members

Time for us to have our finest hour – nothing is impossible to those who believe

Relationships trump visions – time to be “relationaries” in order to be revolutionaries

David Gergen – author of “Eyewitness to Power: The Essence of Leadership Nixon to Clinton” 

Considers himself a reflective practitioner and a student of the presidency

“Not every reader is a leader but every leader is a reader”

Sometimes leaders confuse motion with progress 

one of easiest things to do is to fool ourselves - to pull the wool over our own eyes

as a student of history, the farther back we can see, the farther forward we can see

WWII vets tempered by war – sense of common sacrifice and sense of humor

Theory, for centuries – great leaders carry with them great flaws

Growing maturity is coming to terms with our flaws – 1st thing is self-awareness

Have to be realistic that most won’t cover their flaws – need to keep them at bay

Alignment of public and private life – military very demanding about this - many great public leaders have messy private lives – how do we square public life with private life?

One of the hardest questions discussed in the classrooms at Harvard (where he teaches)

Leadership doesn’t have to be lonely – “the days of the lone ranger are over” – Bennis

Leaders should have teams – got to learn how to partner and collaborate.

“if you want to go fast, go alone – if you want to go far, go together”

Leadership is working together for shared goals - function of trust and communication

Increasingly, the demand on us is who are we going to listen to in all of this cacophony

Be straight, authentic, rooted, competent, clear, simple – know what you’re talking about

Personal habits of leaders matter a lot – self-discipline applies to way you lead your life

Be with people you cherish and who cherish you – social relationships key

Important to have good anchors in life – ego can get very large as you succeed

Hubris is a great quality for living too close to the sun

Be the change – blessed to inherit this world, this fire – bring another log to the fire

Tony Blair – former Prime Minister of the United Kingdom

Normal person in an abnormal situation – felt compelled to step out

Saying what I knew they did not want to hear

We got to change – not a message we want to hear – come from an irreducible core

Most of us want to be liked – can’t yield on your stand duty you owe them

Be prepared to walk away – not petulant – got to continually question if I am right

If the facts change, change our mind – have doubt? Then deep reflection & consideration

Never easy – decide and do versus just commentary – got to be prepared to adjust

Keep sustained aim w enormous strength & courage – play increasing role in 21st Century

Negotiating? Let’s go back to work on how we can all find common ground

Crisis? Get the facts - make management decisions in clinical way – speak w constituents

Process pain and disappointment by counting your blessing – it’s a privilege to do the job

Stand up and get out there – count your blessings – what are you complaining about?

Leadership is a blessing – a gift you can use to help others – worth doing, if you can

Without the leader, things don’t get done – joy makes it worth it

Pastor Bill Hybels –

Paint pictures for people to aspire to, with long-term effects and benefits – suggest:

  • Daily to prepare for the day - leaders need fresh inspiration everyday
  • Commit to reading 30 minutes per day for rest of your life – something substantial
  • Review your replenishment strategy

                  Should you be a little worried about yourself? Net gain or net depletion?

  • Infusing leadership development into some people
  • Make this Summit profoundly profitable –        

                  work with resource refinement – work with what you have

your life matters – this is not the pre-game – this is the game to fight for God

intensely personal decision to fight hard

I love being with other leaders – the challenge of it is very cool

Make plans that will give you life & peace and make plans that will change the world

That’s it!! Your rigorous feedback & thoughtful comments are whole-heartedly welcome.

Feel free to pass this on - we appreciate our relationship & thank you for keeping engaged and allowing us to be of service – til the next time we connect, we are…

Always looking to serve you with productive and revenue generating ideas.

 

Coach Don  

 



Copyright 2009 all rights reserved. Don Sardella is a Business Development Coach serving Financial Advisors in their desire to create more profit in less time. His coaching program are delivered by means of teleconference calls, email and telephone. You are welcome to pass this “Coaching for Financial Advisors Newsletter " along to your friends and colleagues, as long as it is intact. The author of the “Coaching for Financial Advisors Newsletter" is Don Sardella. Contact him at don@coachingforfinancialadvisors.com or at Coaching for Financial Advisors - 4416 Sunlight Court, Concord, CA 94518-1925. For administrative matters and for further information about our coaching program and other products and services, contact Don at: 925-609-6441 (office), 925-609-6443 (fax).
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