Judi Cunningham, MA, FEA and Gaia Marchisio, Ph · judi cunningham, ma, fea and. gaia marchisio ......
Transcript of Judi Cunningham, MA, FEA and Gaia Marchisio, Ph · judi cunningham, ma, fea and. gaia marchisio ......
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FAMILY ENTERPRISE ADVISOR PROGRAM
PATH TO EXCELLENCE
JUDI CUNNINGHAM, MA, FEAGAIA MARCHISIO, Ph.D.
June 12, 2017
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10 YEARS OF HISTORY
2017 FAMILY ENTERPRISE XCHANGE SYMPOSIUM
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ROADMAP
1. REFLECTING ON YOURJOURNEY
2. WHAT IS MASTERY?
3. DEVELOPMENT ANDMAINTENANCE OF MASTERY
4. THE MORAL OF THE STORY
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YOUR JOURNEYPART I
2017 FAMILY ENTERPRISE XCHANGE SYMPOSIUM
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SINCE YOU FINISHED THE FEA PROGRAM
AT YOUR TABLE:
REFLECT ON YOUR ADVISORY JOURNEY OF WORKING WITH FAMILIES, SINCE YOU COMPLETED THE FEA PROGRAM:
• USING YOUR POST-ITS,INDIVIDUALLY LIST WHAT YOU HAVELEARNED.
• DISCUSS AS A TABLE YOURLEARNINGS.
PLENARY DISCUSSION
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ABOUT MASTERYPART II
2017 FAMILY ENTERPRISE XCHANGE SYMPOSIUM
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LET’S MEET A MASTER
The three-star Michelin restaurant is located in the basement of an office building near the Ginza station, with a modest wooden counter and only 10 seats in the entire establishment.
MASTER CHEF JIRO ONO
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2017 FAMILY ENTERPRISE XCHANGE SYMPOSIUM
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AT YOUR TABLE:
WHAT ARE YOUR THOUGHTS ON MASTERY AND HOW IT CONNECTS TO YOUR WORK
JIRO DREAMS OF SUSHI
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“THE MASTER’S JOURNEY CAN BEGIN WHENEVER YOU DECIDE TO LEARN ANY NEW SKILL (…) BUT IT ACHIEVES A SPECIAL POIGNANCY (...) WHERE MUSCLES, MIND AND SPIRIT COME TOGETHER IN GRACEFUL AND PURPOSIVE MOMENTS THROUGH TIME AND SPACE”
GEORGE LEONARD
MAS·TER·Y
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MUSCLES, MINDS AND SPIRIT PART III
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A NEW THREE CIRCLE MODEL: MIND, MUSCLES AND SPIRIT
KNOWLEDGE
CRAFTSELF
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A NEW THREE CIRCLE MODEL: MIND, MUSCLES AND SPIRIT
KNOWLEDGE
CRAFTSELF
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WHAT WE KNOW
DISCIPLINE-RELATED
GENERAL BUSINESS
FAMILY-RELATED
INDUSTRY-RELATED
CULTURE
...
2017 FAMILY ENTERPRISE XCHANGE SYMPOSIUM
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WHAT WE KNOW:
AT YOUR TABLE:
OF THE KNOWLEDGE YOU HAVE BEEN LEARNING, WHAT HAS BEEN THE MOST SURPRISING TO YOU?
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WHO WE ARE:
"I"
TALENT
PASSION
DESIRE
INTEREST
MOTIVATION
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SELF‐ESTEEM X SELF‐AWARENESS X SELF‐MANAGEMENT
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THE FORMULA TO KEEP AN “EYE ON THE I”
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BREAKING THE FORMULA
SELF ESTEEM = SELF CONFIDENCE X SELF RESPECT
• Vulnerability
• Willingness
• Openness
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BREAKING THE FORMULA
SELF AWARENESS
BOUNDARIES BLIND SPOTS TRIGGERS
BIASES INTUITION IMPACT
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BREAKING THE FORMULA
SELF MANAGEMENT
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WHAT WE DO
TECHNICAL BACKGROUND
STYLE
SKILLS
PROCESS & STRUCTURE
IMPACT
COLLABORATION
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WHAT WE DO
Financial advisorCPA
Insurance Attorney
Providing a solutionFixing people
Helping people thrive
…
Mindful and Aligned
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KNOWLEDGE
CRAFTSELF
HOW DO WE INTEGRATE IT ALL?
THINK ABOUT A CLIENT YOU HAVE OR ARE STRUGGLING WITH.
IN PAIRS USING THE KCS FRAMEWORK:
• ASSESS IN WHICH AREA/CIRCLE THESTRUGGLE IS COMING FROM
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THE EVOLUTION: DEVELOPMENT AND MAINTENANCE
PART IV
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WHAT HAPPENS OVER TIME (hopefully)
K S C
BY DEFAULT
BY DESIGNK
SC
K
SC
K
SC
K
SC
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THE FIVE MASTER KEYS
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K S C
PRACTICE
INSTRUCTION
2017 FAMILY ENTERPRISE XCHANGE SYMPOSIUM
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NOT A FACTORY THAT TURNS OUT TECHNICAL ROBOT. WE MAKE ADVISORS, THINKING, FEELING – HUMAN ADVISORS
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THE FIVE MASTER KEYS
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K S C
PRACTICE
INSTRUCTION
SURRENDER
INTENTIONALITY
THE EDGE
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EXCELLENCE SUPPORT SYSTEM
ASSOCIATION (K)
ADVISORS TEAM (C)
INDIVIDUALIZED (S)
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NEXT PHASE OF THE TRAINING FOR EVERY MASTERIN SUMMARY
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AT THE HEART OF IT, MASTERY IS PRACTICE. MASTERY IS STAYING ON THE (NEVER-ENDING) PATH.
“THE BEST YOU CAN HOPE FOR ON THE MASTER’S
JOURNEY IS TO CULTIVATE THE MIND AND HEART AT
THE BEGINNING OF EVERY STAGE ALONG THE WAY.”
GEORGE LEONARD
MASTERY
THERE ARE NO EXPERTS. THERE ARE ONLY LEARNERS.
2017 FAMILY ENTERPRISE XCHANGE SYMPOSIUM