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Thursday Guidance Post: How to Talk About Timing Without Getting Defensive

Posted by Marcelo Bermudez
Dispute Doctor Peanuts Podium Speaking
Timing is one of the most emotionally charged topics in any partnership.

 

A rate cut hits the news, and suddenly everyone is pushing:

 

  • “Now”
  • “Not yet”
  • “Wait until Q3”
  • “We should’ve moved last year”

 

The real problem? Timing conversations activate people’s insecurities: financial, emotional, and relational.

 

Here’s a simple four-step approach that reduces defensiveness and builds alignment:

 

  1. Start with neutrality

 

Instead of:
“Why are you being so aggressive right now?”
Try:
“Looks like we’re seeing timing differently. Can we walk through what’s driving that?”

 

  1. Name assumptions rather than conclusions

 

Instead of:
“We’re going to miss the window.”
Try:
“My assumption is that rates may drop again. What are you seeing?”

 

Assumptions invite clarity.
Conclusions invite conflict.

 

  1. Surface the real concern

 

Ask:
“What’s the risk you’re most concerned about if we move too fast or too slow?”

 

You’ll often discover:
It’s not timing.
It’s fear.

 

  1. Agree on one next step

 

Not the whole plan. Just the next step.

 

Market cycles reward momentum, not perfect alignment.

 

This approach keeps timing conversations productive, even when the partners disagree.

 

Tomorrow, we close with a reflection on how quickly markets shift, and how relationships must shift with them.
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Marcelo Bermudez

Capital and Strategy
Marcelo Bermudez is the CEO of Shōkunin, a commercial real estate and business capital and strategy advisory firm.

As a strategist, keynote speaker, and mediator, he helps owners and investors unlock value and achieve their business and financial goals.

With hands-on experience managing businesses and navigating complex commercial real estate transactions, Marcelo understands the challenges of growth, restructuring, and successful exits.

He works closely with his clients to deliver practical solutions and drive results.

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Thursday Guidance Post: How to Talk About Timing Without Getting Defensive - Shokunin