Powering Up Your Specialty Tools

1. THE LEADER’S TOOLBOX Powering Up Your Specialty Tools

2. What Challenge Do We Solve? • Four Tests to See if We Are a Good Fit • Good Chemistry? • Goals Aligned? • Do We Add Value to Current State of Affairs? • Will Our Combined Assets Create More? Genuine Exclusivity Are We… Advocators (Educators) of Each Other’s Services and Contributions? Can Our Clients… State Our Firm (Organizational) Value Proposition?

3. Attitude is Everything. • ~ • Whether You Think You Can or You Can’t, Either Way, You are Probably Right.

4. Starting a New Job, Project One Year Later • Outside the Box, Think About Starting a New Job, Project • Obtain Research, Talk to Others, Interview, Are Presentable • Get the Job, Group Project • Attitude Toward Company • Attitude Toward Team • Attitude Toward Your Capabilities, Contribution • Attitude Toward Results • Outside Box, Desire Win-Win. • In the Box, we can’t truly focus on results because we’re so busy focusing on ourselves. • No longer committed, engaged, motivated, looking forward to working as a team • Adds to stress, develops lack of trust, communication issues, misalignment, poor teamwork, backbiting, bad attitudes, creates conflict, troublemaking • Blame game. Inside box, need problems. Stay “battle ready” to conquer. “People who formerly were committed, engaged, motivated, looking forward to working as a team, …now have problems in many of these areas. And who do you suppose they think caused those problems?” Is it them? Is it others? The Job’s 1stDayVs. 1stAnniversary

5. I Will Do My Best to Help TheCompany and The People Within It Achieve Results • Honor It. • Betray It. • Self–Betrayal. RESPONSES ARE: “People who were formerly engaged, committed, motivated, looking forwardto working as a team, ...now have problems in many of these areas. And who do you suppose they think caused those problems?” Is it them? Or is it others?

6. When We Help Other People With Our Best, We Honor Our Own Values (Instincts). • When We Honor Our Instincts, • We Work in Perfect Harmony: • Proud of Our Work Product, • Enjoyment of the Relationships, • Thankful for the People, Work. • When We Betray Our Values, We: • See Ourselves as Victims, Hardworking, Fair, Sensitive, Good, Un-appreciative, Insensitive, Lousy Workers • Workers See Others as Lazy, Inconsiderate Do The Right Thing - ALL The Time. “You (We) (I) may be the one who needs to change in order to experience explosive growth in (y)our firm.”Operation: Eliminating the Blame Game

7. Live Your Strengths Help Others Build Theirs. ~ STATE OF BEING: BE - HAVE - DO THAN DO - HAVE - BE ~ Courage is The Angel ThatLeads Us from Good to Great.

8. Heart at War (In The Box) – Not Facing Fears • Need a Battle (Problem) to Justify Actions, Thoughts • Blame Others for Lack in Ourselves Anatomy of Peace “Remember, once I get in the box in response, I actually need the other guy to keep being a jerk so that I’ll remain justified in blaming him for being a jerk.” • Heart at Peace (Outside the Box) • Matches Values and Goals to Reach Dreams While Challenging Limiting Beliefs (Facing Fears) • Our Success Depends on Honoring Our Instincts (taking responsibility for our actions). Confidence and Courage Grows When at Peace with Yourself.

9. Live Your Strengths! Key Insights “When we examine our strengths and constantly help those around us to know their strengths and build on them, success will come our way.” “Business Don’t Grow, People Do.” “You may be the one who needs to change in order to experience explosive growth in your firm.” “Consider a coach for help improving your skills.” • INSPIRING LEADERS • Ask help from others to make better choices, • Create unified and aligned teams • Thank others with specifics, • Listen to team members, • Do the right thing ALL the time.

10. Your Words (thought, spoken, or acted upon) Have Impact. ~ Do No Harm. ~ Listen, Thank, Trust, and Do The Right ThingAll the Time.

11. “What Would You Like?” – Face Fear of Dreaming • Dare to Dream of Your Possibilities. • Visualize. Make Your Own Hollywood Movie. “How Might You Get “It”?” – Face Fear of Failure • Develop Action Steps with a “Failure is Not an Option” mindset. • Value Intentionality. Move with a Purpose. “How Will You Stay the Course?”– Face Fear of Commitment • Prioritize and Focus, Stay True to Your Values, Develop Support System of People and Tools “How Will You Know When You Have “It”? – Face Fear of Conflict– Change Produces Different Perspective • When is the Conflict Worth the Risk? • When is Enough, Enough? Honoring Your Instincts, Values & Dreams

12. Strengths : StrengthsFinder.com Hardwired at Birth : Kolbe.com Personality Brand : HowToFascinate.com Case Study When we examine our strengths and constantly help those around us to know their strengths and build on them, success will come our way.

13. Kat’s 5 Top Strengths ~Living Your Strengths… Futuristic: inspired by the future and what could be. They inspire others with their visions of the future. Activator: can make things happen. They turn thoughts into action. Focus: can take direction, follow through, and stay on track. They prioritize, then act. Maximizer: stimulate excellence with strength’s focus. They seek to transform something strong into something superb. Relator: They find deep satisfaction in working hard with friends to achieve a goal.

14. Hard Wired How We: • Explain with facts. • Maintain through processes. • Improvise. • Restore Balance. • INNOVATOR:“Creative process of acquiring knowledge is intuitive, visionary, and highly original. Knack for finding alternatives and discovering unique ways to get things done.”

15. Power + Passion = The Ringleader • HOW YOU FASCINATE: • You influence others with self-assured ideas and action. • You energetically tackle big goals, giving you the potential to motivate large groups. • People instinctively look to you for cues of how to behave. Your Primary Trigger: POWERYou are a natural leader. WHO YOU ARE: Confident Goal-Oriented • Influential Opinionated • Decisive You quickly create warm emotional connections.WHO YOU ARE: Expressive • Intuitive Social • Impulsive • Enthusiastic • You captivate others with your vibrant and attractive style of communication. • Your approachable and transparent style makes you an "open book.“ • You intuitively understand ideas and feelings of others. • Rather than focusing on deadlines and structure, you pursue opportunities. • You are perceived as optimistic. • Most likely, you bring an open and adventurous spirit to your work.

16. Greetings, it is a pleasure to meet you. I hope that all is well with you. Me, I am living the dream, helping others live their dream. How, you ask? As a CPA and a professional coach, I help build teams, processes, and systems in merger and acquisitions reaching goals of companies and individuals by embracing change effectively. I love what I do… I do. Do you? 9 Seconds to Fascinate

17. From a Cracker to a Cake Genuine Exclusivity Meet to Create More – T. E. A. M. Recommended Reading List Solemn Vows for All Who Work Here Additional Materials When we examine our strengths and constantly help those around us to know their strengths and build on them, success will come our way.

18. Create an Experience • We Tell Others About Things that We Like. A Good Show, Restaurant, Shop. • Concentrate on Service • Way We Answer Phone • Way We Answer Door • Way Our Desks Are Organized • Do Kind Acts. • Look Like Money • Your Personal Dress • Your Office Appearance • Have the Right People • Do Only What We Can Do • Communicate What We Aspire to Deliver • Rate Ourselves • Find a Way to Celebrate Individual Achievements • Ask Clients About Their Experience • Communicate Constantly • Account Reviews • Periodic Commentaries • Periodic Calls/Meetings • Report Outs of Observations • State of the Relationship • Offer Genuine Exclusivity From A Cracker to a Cake Ingredients of Extraordinary Recipes Are Similar • Common Ingredients • Flour • Milk • Baking Powder • Salt • Butter (Shortening) • Added Ingredients for a Totally Different Experience • Sugar • Vanilla Extract • Eggs Janet Scudder asked me to speak about this book & now 65 managers at Sysco Foods are studying the book together.

19. Attitude • Being in it to Win it. • Expect to Win. Prepare to Win. Execute to Win. • Aptitude • Willingness • Training • Fortitude • Sense of Purpose • Sense of Development • Remember • Who is the Client? • Why You? • Why Now? • Reward • Attitude Really is Everything • Visualization vs. Practice • Internalize • The Lesson of Experience • The Application of Wisdom Meet to Create More - T.E.A.M. Replicate Easily Remember, Reward, Internalize

20. Two Books by the Arbinger Institute • Leadership and Self-Deception • Getting out of the Box • The Anatomy of Peace • Resolving the Heart of Conflict • Who Moved My Cheese? By Steve Johnson, M.D. • Attitude is Everything by Keith Harrell • QBQ! – The Question Behind the Question by John G. Miller • What to Really Ask Yourself to Eliminate Blame, Complaining, and Procrastination • Two Books by Mark Sanborn • The Encore Effect • The Fred Factor • The Wow Factor by F. C. Jones Recommended Reading

21. As Long As I Am Employed By…, I Promise: To Constantly Improve Myself, To Be the Best That I Can Be in Everything, To Be Professional in a Professional Office, To Be Totally Loyal to the Organization, To Be a Team Player, To Keep a Positive Mental Attitude, To Understand the Client’s Role in Business. Solemn Vows of All Who Work Here