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Monthly Archives: November 2018


Speaking in Chicago

Speaking in Chicago

Great time being back in Chicago. Read More »


Shifting AGILE into a Next Gear with our OTA Audience

Shifting AGILE into a Next Gear with our OTA Audience

Such fun bringing our Online Trading Academy audience up to speed with our AGILE progress so far (and as a bi-product evolving a Business Agility case-study) and shifting into a next gear. Read More »


A lot of life’s problems can be explained by the applications of the common sense from these recently declassified Military Secrets!

A lot of life’s problems can be explained by the applications of the common sense from these  recently declassified Military Secrets!

Love this! Some of my favorites are: #5:  If the attack is going well, you have walked into an ambush” #8:  If something hasn’t broken on your helicopter, it’s about to” #9: “When a flight is proceeding incredibly well, something was forgotten” #11:  Radios will fail as soon as you desperately need fire support” #26:  “A good battle plan that ... Read More »


Real-Time Agility Case-Study: Democratizing Financial Freedom with AGILE!

Real-Time Agility Case-Study:  Democratizing Financial Freedom with AGILE!

Under Construction/coming soon. I will be blogging real-time about the unfolding case-study of agility in my new role as President of Online Trading Academy.  We are Democratizing Financial Freedom with AGILE!   If you ever wanted to follow along step by step with an agile transformation journey, now is your chance! To follow along, sign up below. Subscribe to our ... Read More »


Trading Places – My Next Leadership Chapter as President at Online Trading Academy evolving a real-time Agile Case-Study

Trading Places – My Next Leadership Chapter as President at Online Trading Academy evolving a real-time Agile Case-Study

Have you ever had that feeling that everything you ever did was preparation to do this? I have been lucky enough to experience that 4 times previously and now again for a 5th time.  After 17 years as an independent facilitator, coach and mentor, including 15 years as a Vistage Chair and Speaker, I am trading places … literally … ... Read More »


B Corporations: The Evolution of Capitalism

B Corporations:  The Evolution of Capitalism

Proud that OTA is an early adopter B-Corporation.  As of the time of writing this … One of still only 2,655 Companies from 60,000+ who have applied, across 150 industries, in 60 countries … With 1 unifying goal: Certified B Corporations are a new kind of business that balances purpose and profit. They are legally required to consider the impact ... Read More »


Speaking at the Online Trading Academy Annual Conference as the new President

Speaking at the Online Trading Academy Annual Conference as the new President

It doesn’t get any better … bringing Agility to a room full of 700 passionate professionals pursuing a noble cause … as their new President.  Opening a new chapter of my leadership career. Read More »


Transformational Life Stories

Transformational Life Stories

Click here to find our more about What’s Happening at OTA Read More »


Making the Novice Mistake?

Making the Novice Mistake?

The novice mistake?! Lapsing into a buy and hold (and hope!) strategy … closely associated with the mental trap novices fall into, that up is good, down is bad and sideways is hopeless. The majority of people are novices, unaware as a result that they are inadvertently trading against the professionals … which is not a battle you are going ... Read More »