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Showing posts from January, 2025

Jan 25 - Week 3

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  Overall:    I must say, quite the excellent week - particularly from a work perspective. Takeaways from Week 1: Good 2024 annual review Need to turn up the empathy dial Behavioral Takeaways I was quite pleased with my annual review for 2024 and that prevented from being "other focused" and lost some empathy in the process (I should be forgiven though - the review was good !  :-)) Not bad with my vitamin consumption Not so good with my "movement" NOTES: Work: Got an outstanding review - literally - Outstanding on the What dimension and Outstanding on the How dimension. Micky said three things:  i) 2024 was a banner year, ii) myself and team should be household names with every client (EC member feedback) and iii) we are ready to go global Met with WSJ - interesting opportunity to showcase our CRA (Target Date Funds) work Met with Accenture's research arm - could be interesting to collaborate with them on Technology trends Could have shown more empathy to Anne w...

Jan 18 - Week 2

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Overall:    First week of work related travel and it was the FULL week!  First in Boca Raton, FL and then NYC.  Felt exhausted when I returned home Friday evening after leaving Sunday afternoon - but very satisfied with an excellent week work wise! Takeaways from Week 1: Work in full throttle Release of Elder Fraud Study Brand "Glow-Up" decision for ASR Starting to publicize Higher Ed Study I thought good representation of Institute at the Extended Leadership (ELT)Offsite in NYC Walking in NYC was good; but foot hurt! Behavioral Takeaways Putting a little thought into the ELT offsite paid- off, I think! (notes below) Walking was good Could not get to my vitamins regime NOTES: Work: Good showing at the Consultant offsite in Florida Good showing at the ELT in NYC Nice warm connection with the team in NYC Excellent interaction with Claire Borelli (CHRO) and team Note to Executive Committee regarding Elder Fraud Study Quite the week!  :-) Home: A bit quiet - looked ...

January 12 - Week 1

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Kicked off the year - 2025! Overall:   Well rounded week across the board.  Not ready to travel.  But here we go - off to Florida on Sunday for Consultant Forum Takeaways from Week 1: Good start to work week, I must say.  Focused, connected and moved the ball.   Home front looking good - lot of items to attend to - and the ball is moving along many fronts except basement Good that Mini is focusing on her health Rahul is transitioning to a new department (WM) and is studying for his CFA level 1 and signing up for music.  Belongs to a run club too. Music - glad I am sticking with it LLM - what a discovery Skiing - I MUST listen to my own counsel.  North Lynx adventure Not listening to news for the past two months has been OUTSTANDING - truly game changing Travel is about to go bonkers! Behavioral Takeaways Move the ball on priorities Is it possible to be empathetic, but also circumspect? Communicate, but stay professional Informal, but intentional Stay ...

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  Overall:    xxx Takeaways from Week 1: xxx   Behavioral Takeaways xxx NOTES: Work: xxx.   Home: xxx Health & Fitness xxx Music: xxx Writing etc: xxx Social xxx Sports  xxx Travel Plans xxx Entertainment xxx Picture of the week: