Dave has been working with CEOs and business leaders on 5 continents for over two decades. As a trusted advisor he has worked closely with leaders to navigate through everything from the Board Room to the Bedroom. In addition to Dave’s experience as a business owner, board member and senior business advisor he also spends time on personal issues. Dave has worked with hundreds of leaders often over many years and often in their family systems personally and also in Family businesses.
As a busy leader it’s complicated to work through marriage, parenting, health, executive leadership and try to have some level of acceptable balance through it all. Even the most high performing leaders have someone walking the path with them primarily for objective perspective, with no agenda. Dave has seen deeply into the life of leaders and helps navigate around many of the obstacles that can hinder or block growth. Frankly it’s very difficult to construct a life well lived, alone.
In a letter to Dave one leader said “As I recalled the major pivots in my life (marriage, buying & selling businesses, marriage, parenting, health etc) there was a direct line between our work together and each of these big decisions. This 10 years of connection has contributed to a level of alignment in my life that I’m currently enjoying and excited to continue the journey”.
What will mentoring do for me?
Mentoring is different than coaching. Coaching tends to be more prescriptive and short-term. Mentoring tends to be more discussion based and the relationships tend to last longer. Mentoring tends to focus more on wisdom rather than just knowledge. Rather than finding quick solutions mentoring moves towards the strategic co-creation of substantial and lasting change. People say that they bring Dave in because he provides a broad objective perspective of “life at their level” with no agenda and complete confidentiality.
How does mentoring work?
Dave’s style is very different than many people in this industry. He has a “ no handcuffs” approach. You don’t need to commit to a contract although some prefer it. The leaders life can change rapidly and Dave offers the highest level of services and flexibility. He has led hundreds of leaders through the process of achieving three satisfying life-guiding statements that provide a foundation under everything they do. He has also developed a unique integration process that works well for busy people who don’t want to miss things. As you can see below the well balanced life needs to start with a grounding sense of purpose that ultimately connects to the Calendar. 
Let’s get started!
There are three important steps to start a mentoring relationship outlined below. These steps need to be completed and returned to Dave before the first mentoring call.
- Welcome Letter — A letter is sent out to new clients. It contains answers to many of the detailed questions you may have. Additionally that are some sections that need to be completed like your 180 day goals. (Time commitment 30-60 minutes) Download Here
- Life Scan — This starts a conversation with Dave to scan your life for any “hot spots”. It covers five critical areas: Personal Environment, Well-being, Money, Relationships the the areas of purpose and meaning. This is where we start to select key areas that you want to work on. (Time commitment 15-30 minutes) Download Excel Here
- Birkman Testing — Birkman is an advanced behavioural assessment that is included in the mentoring process. When you’re ready to go we will send you a direct link to complete the 45 minutes Birkman Questionnaire.
For more information about Birkman please click here:
Mentoring Steps Sample — This document provides a sample of how the 
mentoring progression often works. It’s different for everyone but often includes these 5 steps. A description of each one is provided including why it’s needed and an outline of how long it takes. Download Sample PDF
