Team News: Lunch & Learns “How Not to Take Things Personally”

Lunch Learn img 1 min

Flourish brought back our monthly Lunch & Learns where each team member takes a turn leading the time together. This month Michele Lenz shared a topic originally inspired by the book The Four Agreements which highlights:

  • Agreement 1: Be Impeccable With Your Word
  • Agreement 2: Don’t Take Anything Personally
  • Agreement 3: Don’t Make Assumptions
  • Agreement 4: Always Do Your Best

Michele found a Tedx talk by Frederik Imbo on “How Not to Take Things Personally”. We had a fascinating conversation and loved hearing insights from each other on how this concept can apply to both our professional and personal lives.

Some of our key Team takeaways were:

  • Proactively provide thoughtful responses to team members
  • Ask for clarification to get more context
  • Assuming good intentions instead is better than reacting out of suspicion or reading into an email or voicemail
  • We are all in this together
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Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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