You Can Do Any of It; You Just Can't Do All of It.

by Sharon Hoover 3/18/2009 11:52:00 AM

One of my teachers, Dr. Roy Whitten, once said to me when I was up to my ears in things to do and couldn't see my way out, "You can do any of it; you just can't do all of it."

That was one of the most helpful one-liners I've heard. When I'm in the midst of it, I look around and other people seem to be handling their lives better than I am. What's wrong with me? When I'm overwhelmed and simply can't do it all, it's easy for me to think 'I'm incapable.' And believing that certainly doesn't help me handle things better! So when Roy gave me that bit of wisdom, I got it. I am capable. I overcommitted. I simply have too much to do. With those beliefs in place, I can begin to work my way out.

In my webinar presentation on March 6th, I shared The 5 Ds as a simple, yet elegant, process for making realistic commitments. I hope this model is useful for you:

DELETE: When an opportunity comes your way, before committing ask yourself: "Does this really need to be done?" This step requires that you are clear about your priorities and you know what will best serve those priorities.

DELEGATE: If the answer to the first question is 'yes,' then ask yourself "Is it only mine to do?" It may be the the whole task can be passed on to someone else (staff, family, outsourced) or perhaps there are some pieces that someone else could do.

DO IT: If the answer to the second question is 'yes,' then ask yourself "Can I do it right now?" If it's it needs to be done and is only yours to do, you may be able to just get it done. Sign that check. Answer that email. And get on with it.

DATE IT: If the answer to the third question is 'no,' that means it's time to open your schedule and carve out the time to complete it. What? Not enough time open in your schedule? Hmmm. Maybe it's time to relook at the first question again.

DISCIPLINE: Now comes the most difficult question: "Will I give my word and keep it?" Without this piece in place, you will continue to find yourself over-committed and overwhelmed.

This process works well for addressing and eliminating your 'to do' list. Even better, it's a model to follow when you are asked to take something on. When you use it, those tasks never find their way to your list. You have deleted, delegated, done or dated it before it got that far! Pretty slick, wouldn't you say? I invite you to visit my blog on sharonhoover.com for more.

Be the first to rate this post

  • Currently 0/5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5

Tags:

Clients on the Ledge?

by Sharon Hoover 3/17/2009 2:20:00 AM
Many small business owners, me included, are under considerable pressure these days. Our clients are coming to us with fear, anxiety, anger, even hopelessness and expecting us to “talk them off the ledge.” They also may be blaming us and in words that are hard for us to hear.What I know about any of us when we are under this kind of emotional stress is that we need to be accommodated and allowed to get it off our chests.

With clients, until the upset is fully heard they have no ears. This is not to say, of course, that they need to be agreed with. They really just need someone they trust - and hopefully that’s you - to hang in with them and give them the time and space to say what’s on their minds. Some of what they say will not make sense to you. Some of it may even be outlandish and irrational. That doesn’t matter. You can be most effective if you simply listen and acknowledge “message received.”

So, when a client is upset, don't try to 'talk them off the ledge.' Listen with generosity and empathy and they'll come off the ledge themselves.

Please visit Sharon Hoover's blog at www.sharonhoover.com for more about how to do this.

Be the first to rate this post

  • Currently 0/5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5

Tags:

Hitting the Wall

by Sharon Hoover 3/13/2009 11:06:00 AM

Today I hit the wall! It brought on a level of overwhelm I don't often feel. It had its way with me and I didn't much like it.

I'm launching my business into a bigger presence on the internet and I'm not of the generation that has cut it's teeth on this stuff. I know the jargon (well, some of it) and I've always thought of myself as a quick study. That's not my experience with this project, however. It's slow, confusing, frustrating. You can see where this is going - right to the core of my self image. The internal dialogue (mindtalk) was in full swing: "You can't learn this stuff. It's all gotten beyond you. You'll never catch up. It's hopeless. You're hopeless." Egads! As I considered each of those difficult self-judgments, I knew they are all false. What was true is that I have found myself . . . no, I have put myself on the threshold of setting up two blogs, three social networking sites, an offer of a free special report "Say No Without Guilt" and writing an ebook. The technology for each piece as well as how it all fits together is beyond my knowledge base and experience.

No longer am I hanging out in overwhelm. Since I don't like it much, I spend as little of my precious life energy there as possible. After getting rid of my self-defeating internal chatter, my strategy was to bring my focus to what is most important and to create a cohesive big picture into which all these parts could fit. Once my purpose - to inspire, encourage and inform - was clear in my mind, I could see where I needed information and guidance. My coach led me to see how each part linked (literally and figuratively) into another and the "wall" actually became a door. I could see my way forward.

When you hit the wall, and overwhelm is having its way with you, what is your best strategy? Please share your comments by clicking on the "comments" button below.

Be the first to rate this post

  • Currently 0/5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5

Tags:

Get Real!

by Sharon Hoover 3/10/2009 10:29:00 AM

Just today, one of my advisor clients said during our coaching call, "Hope is not an investment strategy." Things were hard enough last fall; now they are even harder. More clients are clamboring for attention. Staff is over-wrought. Everyone is cutting back. In this environment, hope can begin to run thin and it just doesn't suffice as a foundation for making the best decisions. he was beginning to lose hope.

It is absolutely normal to have doubts. No one knows for sure when the market will make a real turnaround and advisors are hanging on the best they can. Hanging onto hope gets more and more difficult. As the owner of your firm, you do your best to present a positive attitude, encouraging both staff and clients alike. Inside, you may not be feeling so sure.

One of the best things you can do for yourself and your staff is to get real with each other. Just having the opportunity to talk about your fears, unfounded or not, relieves the pressure of holding all of that back and pretending you're feeling just fine. If you truly are, that's OK. If you aren't, that's OK. We all have our constant internal chatter to keep us company and some of what it says to us is downright scary! Much of it is false, of course. Until we let it out by talking with someone else, it stays inside roiling around and creating more and more pressure for us.

So bring your staff together and talk about your fears and concerns. Saying it aloud takes the pressure off so you can get yourself grounded again. When this client talked with me about his doubts and fears, I could hear and feel his mood lighten. He could then talk about the reality as he sees it, focus on where he has control and how he can take action that will have a positive impact.

Get real with yourself and your staff. They will thank you for it.

Be the first to rate this post

  • Currently 0/5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5

Tags:

Tolerating Interruptions?

by Sharon Hoover 3/9/2009 8:02:00 AM

Sometimes we think, "It will only take a few minutes and then I'll get back to what I was working on." The thing is, whenever we are pulled away from a task, it takes far longer to get back in the groove and up to the level of productivity we were enjoying than the actual amount of time we spent on that interruption.

On Friday, I spoke with an advisor client in California who made another small yet significant shift in how he is managing during this time of hightened stress and overwhelm. Instead of taking client calls as they come, he has set aside two call-back blocks of time in his schedule - one just before lunch and the other at the end of his work day.

He reaps several advantages by doing this. He can cut down dramatically on the number of interruptions he receives throughout the day. This single step in streamlining his daily workflow will add time for him to complete those Important/Not (Yet) Urgent projects and tasks. Clients will get to speak with him that same day and will know they are being well taken care of. They will also begin to learn not to expect to speak with him immediately every time they call. If that's your clients' expectation, it only means you've taught them well! And this provides his administrative assistant with a proactive way to respond to client calls. Instead of, "He's out of the office," (when perhaps he really isn't), he can say instead, "Tom will be returning calls today between 11:30 and 12:00 and again between 4:00 and 5:00. Which time would work best for you?" Instead of the message that he isn't available, the client gets the message that he is, indeed, available and when.

Some of the ways you can best support yourself are not just simple, they're easy!

Currently rated 4.0 by 1 people

  • Currently 4/5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5

Tags:

Overwhelmed Advisors Webinar - References

by Sharon Hoover 3/6/2009 12:14:00 PM

In today's webinar,"Overwhelmed by the Financial Crisis: How Advisors Can Manage Themselves and Others,"I offered a list of references. I hope this is helpful.

Publications

  • "The Good Side of Stress," by Mary Carmichael, Newsweek, 02.23.09
  • Getting Things Done by David Allen
  • First, Break All the Rules by Buckinham & Coffman
  • Why Employees Don't Do What They're Supposed to Do and What To Do About It by Ferdinand Fournier

Training

Find a Coach

In the presentation, I talked about the value of working with a coach. There are some important criteria to consider since this is a close professional relationship and you want to be sure that you find the right coach for you. Here are some guidelines you can use to help you:

Coach Selection Tips from ICF

1. Educate yourself about coaching. (Thousands of articles have been written about it in the last three to five years. The ICF Research Portal also hosts coaching research articles, case studies, journals, etc.)

2. Know your objectives for working with a coach.

3. Interview three coaches before you decide on one. Ask each about his or her experience, qualifications, skills, and ask for at least two references.

4. Remember, coaching is an important relationship. There should be a connection between you and the coach that "feels" right to you.

Questions to Ask a Prospective Coach

Beyond choosing an ICF Credentialed coach, the most important aspect to consider when selecting a coach is finding someone with whom you can easily relate and create the most powerful partnership. ICF recommends the following questions to ask prospective coaches:

· What is your coaching experience (number of individuals coached, years of experience, types of coaching situations)?

· What is your coach-specific training (enrolled in an ICF approved training program, other coach-specific training, etc.)?

· What is your coaching specialty or areas in which you most often work?

· What specialized skill or experience do you bring to your coaching?

· What is your philosophy about coaching?

· What is your specific process for coaching (how sessions are conducted, frequency, etc.)?

· What are some coaching success stories (specific examples of individuals who have succeeded as a result of coaching/how the coach has added value)?

If you were on the webinar call today, thank you for participating. Overwhelm in the face of our current economic situation is something we can do something about. If you missed the presentation, it is available on this blog site.

Be the first to rate this post

  • Currently 0/5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5

Tags:

About

Sharon Hoover’s blog provides practical ways for advisors to transform their leadership skills. By focusing on how you can create a culture of empowerment, respect and integrity in your firm and with your clients, you connect with your passion for work and life. As a coach to leading financial advisors, Sharon is an expert on how you can manage your firm better and create balance in your life.

Author

Sharon HooverSharon A. Hoover, PCC, M.A.
Owner of CoachingWorks

Since 1996, Sharon has coached financial advisors and other small business owners. She combines her own insightful techniques with concepts of the most current thinkers in the field of leadership. Sharon is a graduate of Coach University and has been certified by the International Coach Federation since 1998. She coaches advisors coast-to-coast and facilitates inspirational and productive staff retreats that lead to transformational shifts. Sharon has presented for the Financial Planning Association’s local chapter and Retreat, as well as the Knoxville Estate Planners Association.

Sharon knows leadership from the inside out. In 1985, she established the local center for an international nonprofit foundation that focuses on personal development, chaired the local board and served in international roles. She is a founding member of the East Tennessee Coaches Association and served in formal and informal leadership since its inception in 2001. She chairs the Small Business Committee for the Knoxville Chamber and the Board of the Race Relations Center of East Tennessee. Sharon is also an active member of the Rotary Club of Knoxville. She lives on a farm with her husband, John, a psychologist, whom she married in 1962. They have two adult daughters, Karin and Elizabeth.

E-mail me Send mail

© Copyright 2010

Sign in