judi cunningham, ma, fea and gaia marchisio, ph · judi cunningham, ma, fea and. gaia marchisio ......

Path to Excellence

Judi Cunningham, MA, FEA andGaia Marchisio, Ph.D

© Cunningham, MarchisioCopyright: Not to be reproduced without permission

FAMILY ENTERPRISE ADVISOR PROGRAM

PATH TO EXCELLENCE

JUDI CUNNINGHAM, MA, FEAGAIA MARCHISIO, Ph.D.

June 12, 2017


10 YEARS OF HISTORY

2017 FAMILY ENTERPRISE XCHANGE SYMPOSIUM


ROADMAP

1. REFLECTING ON YOURJOURNEY

2. WHAT IS MASTERY?

3. DEVELOPMENT ANDMAINTENANCE OF MASTERY

4. THE MORAL OF THE STORY


YOUR JOURNEYPART I



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


ABOUT MASTERYPART II



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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AT YOUR TABLE:

WHAT ARE YOUR THOUGHTS ON MASTERY AND HOW IT CONNECTS TO YOUR WORK

JIRO DREAMS OF SUSHI


“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



MUSCLES, MINDS AND SPIRIT PART III


A NEW THREE CIRCLE MODEL: MIND, MUSCLES AND SPIRIT

KNOWLEDGE

CRAFTSELF



A NEW THREE CIRCLE MODEL: MIND, MUSCLES AND SPIRIT

KNOWLEDGE

CRAFTSELF


WHAT WE KNOW

DISCIPLINE-RELATED

GENERAL BUSINESS

FAMILY-RELATED

INDUSTRY-RELATED

CULTURE

...


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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?


WHO WE ARE:

"I"

TALENT

PASSION

DESIRE

INTEREST

MOTIVATION



SELF‐ESTEEM X SELF‐AWARENESS X SELF‐MANAGEMENT

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＞1

THE FORMULA TO KEEP AN “EYE ON THE I”


BREAKING THE FORMULA

SELF ESTEEM = SELF CONFIDENCE X SELF RESPECT

• Vulnerability

• Willingness

• Openness




SELF AWARENESS

BOUNDARIES BLIND SPOTS TRIGGERS

BIASES INTUITION IMPACT



SELF MANAGEMENT



WHAT WE DO

TECHNICAL BACKGROUND

STYLE

SKILLS

PROCESS & STRUCTURE

IMPACT

COLLABORATION


WHAT WE DO

Financial advisorCPA

Insurance Attorney

Providing a solutionFixing people

Helping people thrive

…

Mindful and Aligned



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


THE EVOLUTION: DEVELOPMENT AND MAINTENANCE

PART IV



WHAT HAPPENS OVER TIME (hopefully)

K S C

BY DEFAULT

BY DESIGNK

SC

K

SC

K

SC

K

SC


THE FIVE MASTER KEYS

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K S C

PRACTICE

INSTRUCTION



NOT A FACTORY THAT TURNS OUT TECHNICAL ROBOT. WE MAKE ADVISORS, THINKING, FEELING – HUMAN ADVISORS


THE FIVE MASTER KEYS

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K S C

PRACTICE

INSTRUCTION

SURRENDER

INTENTIONALITY

THE EDGE



EXCELLENCE SUPPORT SYSTEM

ASSOCIATION (K)

ADVISORS TEAM (C)

INDIVIDUALIZED (S)


NEXT PHASE OF THE TRAINING FOR EVERY MASTERIN SUMMARY



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.


judi cunningham, ma, fea and gaia marchisio, ph · judi cunningham, ma, fea and. gaia marchisio ......

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