Our thoughts become words; words, actions; actions, habits; habits, character.
What we “do” for work is sometimes hard to describe. Often, it starts in the mind. Either we have a hunch, or a client wonders, “What if…”
Soon, we’re writing or talking about it. We’re acting on our plan. We’re integrating the change into the overall vision. And we’ve done it! We’re working our whole, integrated system.
Simple enough, right? Deliberate motion.
But it starts with planning, taking those thoughts and arranging them in the direction of our goals.
Lately, we’ve been thinking about that series of relationships. We’ve seen the sentiment posted above in many forms over the years, and we found out that versions of that idea have been ascribed to various poets and teachers for hundreds of years (not to mention Lao Tzu, Margaret Thatcher, and even the Buddha!).
Maybe the credit ought to be shared after all, because we think there is treasure of wisdom in this notion. If we could condense the chain, it would be this: planning is the attempt to shape your destiny.
Planning is agreeing to take your ideas seriously enough to examine them. Planning is a decision that your life will no longer be a thing that happens to you.
Planning is “opting in” to your life.
Clients, there is no one path we’re prescribing here. But we are firm believers in helping you work toward your goals, and geez are we geared up about it.
Whether it’s a thought from your head or a question for us, we’d love to hear from you. Write or call anytime.
Burt White, one of the great thinkers of our age, presented at the recent LPL Financial annual conference. His observation? “Adaptability is the new superpower. The faster change happens, the quicker our experience expires.”
It is daunting to think about everything changing all the time. But as we pondered Burt White’s thoughts, we realized that while many things do change, some things do not. We see this in our framework of values, principles, strategy, and tactics.
Start with unchanging values, which give rise to the principles by which we live and work. Then you have a strong foundation from which you can adapt strategy and tactics to changing times, new opportunities, and developing threats. The unchanging things provide congruence and stability even (especially!) in the midst of change.
If what we do needs to change, where do we begin? Our principles, rising from our values, guide us at all times, in every condition. Strategy needs to adapt; tactics change even more frequently. But they are shaped and guided by the bedrock on which they are built.
And Burt White might have it: it may be that stable values and principles are more important than ever before. In the 19th century, a saddle-maker or blacksmith might have practiced the same trade the same way for an entire career. If there is no change, the process of adapting is unnecessary.
But if strategy expires more frequently today, then the values and principles that drive strategy are more important. Therefore, authenticity—being genuine regarding those values and principles, as consistently and openly as possible—might also be more important than ever before.
People may need a clear understanding of who we are, what makes us tick, in order to have faith that we will be able to adapt and thrive in a changing world.
Could straightforwardness—“what you see is what you get”—be the most valuable business skill of the 21st century?
We believe life is too short to spend any time trying to kid you. Our energy is finite, and we focus it on striving to be of value to you, not trying to maintain some pretense or other. We aren’t perfect, we make mistakes, we can offer no guarantees. But we are excited about the way the future is unfolding.
Clients, if you would like to talk about this or anything else, please email us or call.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.