Forbes-11-signs-that-a-client-is-on-the-brink-of-crisis

Originally published on Forbes.com on August 23, 2018.

Part of coaching is understanding what challenges your clients are facing, as well as helping to identify and overcome their blind spots. Sometimes, all that’s required is giving teams or leaders a stronger system, so that they can build on what’s already there and working.

However, there are times when you’ll find people facing moments of quiet crisis. Maybe they’ve become waspish as things have progressed, or have gone unusually quiet. They may talk about trouble sleeping, or simply give off a sense of apathy to major moments or achievements at work — things out of character.

Part of the work you’re doing is to create a best-possible-version of people, individuals and teams confident in their abilities, and who possess the skills and perspectives needed to support that confidence. So what kinds of warning signs should you look for to determine if there’s a crisis brewing, and what are some approaches to helping guide people forward that work? Eleven members of Forbes Coaches Council have this to say:

1. Lack Of Focus

Having a lack of focus is something that can affect the most adept entrepreneur. However, a major life crisis can cause people to get off track. When dealing with clients experiencing grief or loss, I advise them to write in a journal and connect with their feelings. Writing is often therapeutic in nature and helps some people purge negative feelings so they can focus on the tasks at hand. – Lori A. Manns, Quality Media Consultant Group

2. Significant Shift In Behavior

I had a client that completely changed the way they were interacting with me and others. What I found out was that they were going through a difficult time. I functioned as a sounding board and a coach. I know she appreciated having someone there to listen to her and support her through a difficult time. – Brad Federman, F&H Solutions Group

3. Denial

Clients who have too much on their plate, and tell me that they are fine as their voice quivers, is a denial flag for me. To break the denial, I ask my clients to imagine that I am a friend they care about and I repeat what’s on their plate back to them. Asking them what they would say to their dear friend in response, they inevitably tell me that I am carrying too much. This breaks their denial. – Alexandra Salamis, Integral Leadership Design

4. Sleeplessness

When clients of mine have trouble concentrating, are not able to focus and have issues that seem out of character, there is something wrong. Before I confront them and their behavior, I like to find out how they have been sleeping. They can’t break destructive thoughts and it shows in lack of sleep. I refer them for professional help and try to help them get rest by dealing with the issues. – John M. O’Connor, Career Pro Inc.

5. Feeling Stuck

When a person feels stuck or that they’re wading through mud, and that is consistent over a period, this is a clear sign for you, their coach, to sit up and take notice. To navigate this, reality check the truth. Are you telling yourself a story that may be different from reality? The way forward is to completely get involved in your core values, while building trust and your authenticity. – Frances McIntosh, Intentional Coaching LLC

6. Irrational Thinking Or Behavior

When leaders start making high-risk decisions based on emotions — not properly modeling options, not using strategy tools, isolating themselves, vacillating, second-guessing, reacting based on fear, blame, problem externalization, etc. — things are going quickly south. Change their perspective with third-party modeling. Ask them to critique recent decisions as if they were on the outside looking in. – Antonio Garrido,Absolute Sales Development

7. Apathy And Disconnection

In coaching executives and entrepreneurs for decades, the one sign that is conclusive is lack of desire or care. Apathy comes into play full force. Even when pointed out, clients will shrug it off or blame a symptom. Your clients must fully trust you, and be able to discuss anything at all with you. Nothing can be off limits. You must be able to effectively lead your clients out of their turmoil. – Stephynie Malik, ChiqueSpeak

8. Life Is Out Of Balance

Consider a stable life as a three-legged stool: Health, work and family. When one “leg” gets weak, the stool is out of balance and most people struggle. In time, work problems can create family problems, further weakening stability — a crisis. People in crisis often seek to change the one area (leg) that is still strong, because they still feel in control there. Work on shoring up the weak legs. – Jim Vaselopulos, Rafti Advisors, Inc.

9. Failure To Live Out Their Non-Negotiables

While working in the leadership coaching arena for the past two decades, I’ve found it’s difficult to separate one’s professional success from personal well-being. When I begin a coaching relationship, I have a client identify non-negotiables in their life. If they fail to live out their priorities, I begin a dialogue that is often challenging and necessary where we work together on a solution. – Lisa Marie Platske, Upside Thinking, Inc.

10. Visible Stress

Stress is visible. Their bodies are tense, they are unfocused and unable to hold a train of thought. There’s an unfortunate belief that emotions should not be welcome in the workplace. “Holding space” for a client to share their worries, their complaints and their concerns can be some of the most effective contributions a coach can make. Great managers do this, as well. –David Butlein, PhD, BLUECASE Strategic Partners

11. Quietness

As the age-old saying goes — when children are quiet, you need to worry and investigate. The same is true with clients. Keeping close to your clients during times of silence will help you spot the life crisis coming and then support them through. I have had a client in a #MeToo situation; navigating this is a balance between ensuring they had the professional help they needed while taking the pressure off in their business to ensure they kept the wheels moving. – Penny Elliott, Penny Comins Coaching

Justin Follin
Justin Follin is a founding partner and CEO at BLUECASE Strategic Partners. He is a CEO coach and organizational consultant with primary expertise in the areas of visionary leadership development, cross-functional strategic leadership, solving complex adaptive challenges and innovation. He is the primary designer of the BLUECASE Leadership Development Process for fast-scaling, mid-market companies and M&A environments. He has led hundreds of Executives, Directors, and Managers through cross-functional leadership development and has coached public and private CEOs, business leaders, TEDx presenters, academic professors, musicians, and athletes to perform at optimal levels. He has also designed or executed leadership development and consulting approaches delivered inside some of the world’s largest oil and gas, construction, and mining companies.
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Justin Follin
Justin Follin is a founding partner and CEO at BLUECASE Strategic Partners. He is a CEO coach and organizational consultant with primary expertise in the areas of visionary leadership development, cross-functional strategic leadership, solving complex adaptive challenges and innovation. He is the primary designer of the BLUECASE Leadership Development Process for fast-scaling, mid-market companies and M&A environments. He has led hundreds of Executives, Directors, and Managers through cross-functional leadership development and has coached public and private CEOs, business leaders, TEDx presenters, academic professors, musicians, and athletes to perform at optimal levels. He has also designed or executed leadership development and consulting approaches delivered inside some of the world’s largest oil and gas, construction, and mining companies.
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Christine Trevino
Christine Trevino is Chief Operating Officer and efficiency extraordinaire at BLUECASE Strategic Partners. She has a strong commitment to ensuring our processes create an exceptional experience for our clients and our internal team. After spending nearly a decade within one of the nation’s largest health systems, Christine knows the foundational infrastructure necessary for operational efficiency, conflict management, resolution strategies and creating connections to truly understand what is wanted and needed and how to best accomplish it, whether supporting the business or supporting people. Christine has served in other mission focused organizations, like Texas Exes (Hook Em’) and Whole Foods Market where she had the opportunity to be a servant leader and contribute to making an impact in the lives of others as she also does through our work at BLUECASE. Christine is married to her high school sweetheart and they have five children. She enjoys the outdoors, photography and volunteering in various organizations.
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David B. Greenspan
David Greenspan, Ph.D., is the Founder of BLUECASE Strategic Partners. He has a PH.D. in High-Performance Psychology with expertise in why certain individuals and teams perform at exceptional levels, even in suboptimal circumstances. BLUECASE facilitates strategic planning and teaches managers and executives at fast-growing companies how to create seamless cross-functional collaboration, feedback-rich cultures, and high levels of engagement. An expert in creating high-performance corporate cultures and teams, David is an energizing leader, coach, and facilitator known for his capacity to galvanize groups to generate breakthrough results. David has over fifteen years of experience working with senior executives at Fortune 100 companies and executive teams of fast-growing PE-backed companies with between $50 Million and $2 Billion in annual revenue. Notable clients include ESO, Vida Capital, Intersys, Four Hands, AffiniPay, Logix, University of Texas, Maidbot, Bypass Mobile, Austin Fitness Group/Orange Theory Fitness, Kerbey Lane Cafe, ShippingEasy, Triangle Services, Allegiance Mobile Health, and YPO.
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David B. Greenspan
David Greenspan, Ph.D., is the Founder of BLUECASE Strategic Partners. He has a PH.D. in High-Performance Psychology with expertise in why certain individuals and teams perform at exceptional levels, even in suboptimal circumstances. BLUECASE facilitates strategic planning and teaches managers and executives at fast-growing companies how to create seamless cross-functional collaboration, feedback-rich cultures, and high levels of engagement. An expert in creating high-performance corporate cultures and teams, David is an energizing leader, coach, and facilitator known for his capacity to galvanize groups to generate breakthrough results. David has over fifteen years of experience working with senior executives at Fortune 100 companies and executive teams of fast-growing PE-backed companies with between $50 Million and $2 Billion in annual revenue. Notable clients include ESO, Vida Capital, Intersys, Four Hands, AffiniPay, Logix, University of Texas, Maidbot, Bypass Mobile, Austin Fitness Group/Orange Theory Fitness, Kerbey Lane Cafe, ShippingEasy, Triangle Services, Allegiance Mobile Health, and YPO.
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Christel Frietsch
Christel Frietsch is the Operations Administrator at BLUECASE Strategic Partners. She has 30 years of administrative experience with expertise in scheduling, correspondence, logistics and project coordination. Prior to joining the BLUECASE team, she was the Director of Operations for an Austin based CPG healthy lifestyle company, an Executive Administrator for a land use consulting firm, and an Executive Assistant to the CEO of an international disease prevention and wellness company. Originally from Austin, TX, Christel graduated from Texas State University with a Bachelor of Science in Biology and Chemistry, and completed her minor study in Psychology. She is an IIN Certified Integrative Holistic Health Coach and an IPHM Certified Energy Healer. Christel currently lives in New Braunfels, TX with her partner and two rescued dogs. She enjoys spending time in nature, gardening and reading.
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Lori Darley
Lori brings nearly two decades of experience as a transformational coach and consultant and has worked extensively with leaders and C-suite executives in many industries. She coaches organizations from multi-national corporations, such as Ferro Chemical, a global cosmetics firm and a Fortune 500 “Class One” rail transportation company. She has also worked with a wide variety of entrepreneurial ventures and individuals in non-profits, manufacturing, financial services, management consulting, commercial real estate and the arts. Lori is a certified somatic coach, recognized by the Strozzi Institute, and a certified Peak Potentials trainer. Additional certifications include Ken Blanchard’s Situational Leadership, Gallup Strengths-Finder, the Myers/Briggs Personality Assessment and the EQi-2 (an Emotional Intelligence assessment and 360 feedback model).
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Lori Darley
Lori brings nearly two decades of experience as a transformational coach and consultant and has worked extensively with leaders and C-suite executives in many industries. She coaches organizations from multi-national corporations, such as Ferro Chemical, a global cosmetics firm and a Fortune 500 “Class One” rail transportation company. She has also worked with a wide variety of entrepreneurial ventures and individuals in non-profits, manufacturing, financial services, management consulting, commercial real estate and the arts. Lori is a certified somatic coach, recognized by the Strozzi Institute, and a certified Peak Potentials trainer. Additional certifications include Ken Blanchard’s Situational Leadership, Gallup Strengths-Finder, the Myers/Briggs Personality Assessment and the EQi-2 (an Emotional Intelligence assessment and 360 feedback model).
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Robin Knudsen
Robin combines 20 years of international corporate experience with that of leadership development to bring insight into creating diverse and inclusive cultures and improving how teams function. As a coach and facilitator, Robin has worked with a broad range of companies across industries from Fortune 100’s through to entrepreneurs and SME’s. Robin holds a BA from The University of Texas at Austin and a Masters in Organization Development from St. Edward’s University. She is a certified executive coach, trained in NLP, HeartMath, and Reiki.
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Robin Knudsen
Robin combines 20 years of international corporate experience with that of leadership development to bring insight into creating diverse and inclusive cultures and improving how teams function. As a coach and facilitator, Robin has worked with a broad range of companies across industries from Fortune 100’s through to entrepreneurs and SME’s. Robin holds a BA from The University of Texas at Austin and a Masters in Organization Development from St. Edward’s University. She is a certified executive coach, trained in NLP, HeartMath, and Reiki.
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Shawn Clark
Shawn Clark is a certified Executive Coach who brings extensive hands-on leadership experience to every coaching session. His business background includes senior leadership roles for mission-critical teams and initiatives with global Fortune 500 companies and U.S. Government agencies. Shawn delivers powerful, effective and efficient coaching experiences which enables his clients to achieve results that were previously unattainable. Shawn strives to ensure the coaching journey is a fulfilling and enjoyable experience loaded with exploration, discovery, creativity, growth and achievement.
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Shawn Clark
Shawn Clark is a certified Executive Coach who brings extensive hands-on leadership experience to every coaching session. His business background includes senior leadership roles for mission-critical teams and initiatives with global Fortune 500 companies and U.S. Government agencies. Shawn delivers powerful, effective and efficient coaching experiences which enables his clients to achieve results that were previously unattainable. Shawn strives to ensure the coaching journey is a fulfilling and enjoyable experience loaded with exploration, discovery, creativity, growth and achievement.
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Trish Perevich
Trish brings over 10 years of experience as an Executive Coach and has coached a range of professionals from emerging leaders to C-Suite Executives. Her experience includes individual and group coaching; design and delivery of corporate training and coaching programs; and facilitation of SVP and C-Level Peer Advisory Groups. Trish has worked with a range of organizations from startups to Enterprise Fortune 100 companies including Genentech/Roche, Google, NASA and the United States Airforce. She has served dozens of industries including technology, finance, life science, construction, healthcare, education and more. Supporting her experience is a BS Degree in Business/Marketing from The Rochester Institute of Technology. Trish holds the PCC coaching credential along with certificates in Conscious Business Coaching and Team Advantage Coaching. Outside of work Trish enjoys golf, hiking, yoga, fitness classes, cooking and travel.
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Trish Perevich
Trish brings over 10 years of experience as an Executive Coach and has coached a range of professionals from emerging leaders to C-Suite Executives. Her experience includes individual and group coaching; design and delivery of corporate training and coaching programs; and facilitation of SVP and C-Level Peer Advisory Groups. Trish has worked with a range of organizations from startups to Enterprise Fortune 100 companies including Genentech/Roche, Google, NASA and the United States Airforce. She has served dozens of industries including technology, finance, life science, construction, healthcare, education and more. Supporting her experience is a BS Degree in Business/Marketing from The Rochester Institute of Technology. Trish holds the PCC coaching credential along with certificates in Conscious Business Coaching and Team Advantage Coaching. Outside of work Trish enjoys golf, hiking, yoga, fitness classes, cooking and travel.
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Kan Yan
Kan has worked as an international humanitarian for the United Nations, a lawyer for the US Federal Courts, and a management consultant for McKinsey & Company where he consulted Fortune 500 clients across numerous industries with a focus on organizational health and leadership development. He has a law degree from Harvard Law School and a Masters of Law and Diplomacy from the Tufts Fletcher School.
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Kan Yan
Kan has worked as an international humanitarian for the United Nations, a lawyer for the US Federal Courts, and a management consultant for McKinsey & Company where he consulted Fortune 500 clients across numerous industries with a focus on organizational health and leadership development. He has a law degree from Harvard Law School and a Masters of Law and Diplomacy from the Tufts Fletcher School.
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Paulin Laberge
Paulin has co-founded two technology companies and has served as CEO of five. After more than 30 years of senior leadership roles in the technology industry, Paulin recently made the transition from running companies to helping teams grow their companies. His most recent engagement was as CEO of iCompass Technologies, a SaaS company that delivers solutions that strengthen open and efficient government, and which resulted in a successful exit at the end of 2017. He has been an advisor and mentor to numerous technology companies. Paulin has firsthand experience in building organizations, developing effective strategies, securing financing, developing market-leading products, establishing strategic alliances, marketing, and selling domestically and internationally. He has worked with boards and management teams to help them precisely execute critical corporate objectives and business strategies, create performance-centric cultures, and engaged, motivated teams, focused on driving results. Paulin has been an Entrepreneur in Residence at the British Columbia Innovation Council, where he established a province-wide mentor program. He was also actively involved in the development and delivery of growth, strategy, and market validation programs widely used by several technology accelerators. Paulin started his career as an Electrical Engineer after graduating from the University of Alberta. Throughout his career, Paulin has trained in numerous areas including, strategy, finance, sales, marketing, negotiations, organizational development, mentoring, and coaching. He resides with his wife, Lea, and their dog Huxley, on the west coast near Vancouver, BC.
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Paulin Laberge
Paulin has co-founded two technology companies and has served as CEO of five. After more than 30 years of senior leadership roles in the technology industry, Paulin recently made the transition from running companies to helping teams grow their companies. His most recent engagement was as CEO of iCompass Technologies, a SaaS company that delivers solutions that strengthen open and efficient government, and which resulted in a successful exit at the end of 2017. He has been an advisor and mentor to numerous technology companies. Paulin has firsthand experience in building organizations, developing effective strategies, securing financing, developing market-leading products, establishing strategic alliances, marketing, and selling domestically and internationally. He has worked with boards and management teams to help them precisely execute critical corporate objectives and business strategies, create performance-centric cultures, and engaged, motivated teams, focused on driving results. Paulin has been an Entrepreneur in Residence at the British Columbia Innovation Council, where he established a province-wide mentor program. He was also actively involved in the development and delivery of growth, strategy, and market validation programs widely used by several technology accelerators. Paulin started his career as an Electrical Engineer after graduating from the University of Alberta. Throughout his career, Paulin has trained in numerous areas including, strategy, finance, sales, marketing, negotiations, organizational development, mentoring, and coaching. He resides with his wife, Lea, and their dog Huxley, on the west coast near Vancouver, BC.
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Lisa Jaecklein
Lisa is well known in high tech industries for her work in developing and leading high-performance teams. She has “walked the talk” as President and CEO for private and public engineering based companies in Satellite Communications, Telecom and Commercial Enterprise markets. Lisa’s corporate background includes leading an IPO, Strategic Planning, Mergers and Acquisitions and integration of global teams. She draws from her diverse market experience and passion for coaching to support professional development of executives and senior management teams. Her focus areas include supporting development/ refinement of strategic plans, executive coaching to advance leadership capabilities and organization alignment necessary to support strategy implementation. Lisa brings a unique understanding of the interdependencies of people and business that drives results and ways to sustain a positive level of energy in her clients personal and professional lives. Lisa holds a BS in Organizational Behavior from the University of San Francisco and has served as Director on a number of corporate and not for profit Boards.
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Lisa Jaecklein
Lisa is well known in high tech industries for her work in developing and leading high-performance teams. She has “walked the talk” as President and CEO for private and public engineering based companies in Satellite Communications, Telecom and Commercial Enterprise markets. Lisa’s corporate background includes leading an IPO, Strategic Planning, Mergers and Acquisitions and integration of global teams. She draws from her diverse market experience and passion for coaching to support professional development of executives and senior management teams. Her focus areas include supporting development/ refinement of strategic plans, executive coaching to advance leadership capabilities and organization alignment necessary to support strategy implementation. Lisa brings a unique understanding of the interdependencies of people and business that drives results and ways to sustain a positive level of energy in her clients personal and professional lives. Lisa holds a BS in Organizational Behavior from the University of San Francisco and has served as Director on a number of corporate and not for profit Boards.
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