Notes to Future Me: A Simple Habit to Protect Your Capacity

You are the one everyone calls when something goes wrong, and you’re also the one who’s supposed to be growing this company. This is the full CEO Ceiling Assessment, recorded live on October 20th. Score yourself green, yellow, or red across the five places capacity breaks in a service-based, relational business. Grab a piece of paper before you press play. You’ll score: → Calendar & Buffer → Your Business HQ → Your Out-of-Office Plan → Feedback Loops → Market...

There’s a continuing education course in financial services where advisors get reminded to talk to both people sitting across the table from them. As in, actually have a conversation with the wife. That one reminder tells you a lot about the client experience women have been handed when it comes to their own money. My friend and client Cris Caruso (who first joined me on the podcast here) came up in that industry, and she watched what happened on the back end of it. When a woman who never had...

A CPA once looked at how I run my business and said, “You spend way more per client than most other people running these types of businesses.” And I said, “Yep, I’m fine with that.” That one exchange is what a values-driven business looks like on a spreadsheet. After four episodes of The Matriarchy Would Never taking apart the standard playbook (the safety net we’re all expected to be, patriarchy in pink, the persuasion tactics, and leaving yourself out of your own plan), you’ve probably been...

When you sit down to set your goals for the year or the quarter or even the month, do you make sure that YOU are in the plan too? After years of running the 90 Day CEO Retreat, there’s one major planning mistake we see again and again. Women who invest in resourcing their businesses without blinking struggle to spend that same time, energy, and money resourcing themselves, because spending on the business reads as ambition and spending on yourself reads as indulgence. That’s exactly why it fe...

Robert Cialdini went undercover at used car lots, telemarketing rooms, and fundraising offices, taking notes on how compliance professionals move a person from no to yes, and he did it because he kept getting talked into buying things he did not want and wanted to know how it was being done to him. The book Influence: The Psychology of Persuasion was the result. He wrote it as a self-defense manual for regular people against manipulative sales tactics. It barely sold. Then marketers and sales...