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Do Away With Customer Service
Customer service is overrated. Clients expect customer service, but they prefer – and need – something that is entirely different than customer service. Providing customer service is a chore and in the...
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The 7 Steps Of The Ideal Client Review
Advisors frequently struggle with client reviews in three ways: Preparing For Reviews Getting Clients To COME IN for The Review Generating Additional Business & Referrals From The Review Client...
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Monday Morning Jump Start #3
This is going to be a big week! Two weeks left to complete Q1 of 2012. Last week a client stated, “This quarter is over.” I DISAGREED! A big part of business – and life – is how you finish. What can...
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Keep What You Have: Seven Principles For Building An Exceptional Client...
One of my 30,000 Foot Business Planning Principles™ in coaching is “Keep What You Have.” Client retention proves to be the profit engine for professional service businesses. You must keep your best...
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Monday Morning Jump Start #21: Q4 Advising & Business Planning
Feel as if you have a lot of balls in the air right now? What do you tell your clients about the markets? How could this critical election affect portfolios? Who will win?!? The CNN Article: “US...
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The Power Of Words
This morning while watching the news about Hurricane Sandy on TV, a Weather Channel anchor was describing a view of the storm from the International Space Station. She mentioned the image showed the...
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The Window To The Sale™
“The eyes are the window to the soul.” – English Proverb There’s no question peoples eyes (along with other facial expressions, body language and other non-verbal clues) reveal a great deal about what...
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Do You Have An “I Love Me” Wall?
Walked into a new sales coaching client’s office today, and you would have thought it was a shrine to her greatness. She had award plaques that boomed out to the world how wonderful she is. Several of...
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