writingdate: 🏆Celebrating Key Client Wins

Now and then I enjoy publicly celebrating some of my clients' wins (while of course, protecting their anonymity as discretion is key in any private advisory practice). Nevertheless, consistent and intentional work together leading to results and progress is worth highlighting:

Notable wins for this week so far:

🏆Physician with a 4,000+ patient private practice:

Challenge: A constant feeling of overwhelm and burnout which has now spread to the small staff of only 5 people. The staff has begun letting important scheduling and tasks fall through the cracks, causing more frequent patient delays and frustration within her office.

Win: We developed a system for regular meetings where the staff has free reign to "air grievances" in a professional manner so that they can be addressed before too much damage is done. The practice, while a service to the public, also needs to be run like a business in terms of organization and systems that are adhered to.

🏆CEO & Philanthropist:

Challenge: Speaking at his alma mater in front of 500+ politically diverse individuals to commemorate a multi-billion-dollar fundraising goal being hit (he, himself, is responsible for $150M+ of those donations). How does one navigate this terrain without causing conflict while still expressing his personal beliefs and opinions?

Win: We discussed a strategic arc for his talk as well as an impactful opening to ensure the audience would be captivated. He texted me this morning saying the talk was "very well received" and that he'd used an iteration of the opening we discussed, which worked wonders.

🏆Physician. Yes, another one:

Challenge: She has a pattern of people-pleasing and a hard time setting boundaries. Recently, her ex-husband and her personal staff have all been overstepping into her personal space (emotionally and physically). Paired with recently starting a new job, she's been feeling overwhelmed and disrespected.

Win: We worked together to formulate messages to send out that gently but firmly define new boundaries and expectations around one's role in her (and her children's) lives. She already implemented the plan over the weekend and created more time and emotional space that otherwise would've been encroached upon. This is all part of a larger journey of self-development but taking important steps in the early phases is essential.

My client base has always been diverse and varied, but they all have two things in common:

They understand that humans are humans, and we all face our own challenges, insecurities, and internal battles.

They have me as their secret weapon.

Think private advisory might take you to the next level? Click here and let's chat.