Category: Training & Development

JDJ Promotes Four Team Members

We are pleased to announce the promotion of four members of our talented team. Lise Przybylski has been promoted to Associate 2 Sumit Bhattachan has been promoted to Associate 3 Stephanie Gaudian has been promoted to Associate 2 Logan Cerruti has been promoted to Associate 3 Lise, Sumit, Stephanie, and Logan have earned this recognition […]

Gina Rego Wins JDJ CARE Award

  Congratulations to Gina Rego, the recipient of the December 2020 Capturing and Recognizing Excellence (CARE) award! The CARE award allows JDJ team members to recognize peers who deliver outstanding client service. Gina was honored for the quality of her work, her attitude, and her commitment to her clients and teammates. Gina, a Senior Associate, […]

What’s Your Cognitive Preference?

I recently led a training session for the JDJ team on cognitive preferences. What is a cognitive preference? In short, it’s a means of describing how a person prefers to process information. Each quadrant of your brain is responsible for a unique set of functions: logic, imaging, sequencing & feeling. And each of us tends to work most efficiently […]

The Power of Presence

I recently had the pleasure of attending a sold-out event sponsored by The Commonwealth Institute, a non-profit organization whose mission is to advance businesswomen in leadership positions. Between coffee, orange juice, and a delicious breakfast, we enjoyed a presentation from Amy Cuddy, a Harvard Business School professor and social psychologist. Cuddy discussed her best-selling book, Presence: Bringing […]

Heckerling Conference 2016

For the last seven years, I’ve been privileged to attend the annual Heckerling Institute on Estate Planning in Orlando, FL. Founded in 1966 by Professor Philip E. Heckerling, the Institute brings estate planning professionals from around the United States together for a week-long conference each January. This year’s 50th anniversary drew a record 3,200-plus attendees, […]