Client Servicing

Fall Realignment

My summer didn't end up looking exactly like I anticipated. I had unexpected things arise on both personal and professional fronts requiring more time and energy than I had planned to spend. Maybe, like me, you're ready for a new start with the new season...

Plan the Final Moment

You can't control your prospect's decision to work with you or not, but you can (and should) plan and control the final impression you make with your closing words...

Use the Same Words; Just Make Sure You Redefine Them for People

What do you think when you hear the word “Integrity?” How about “Ethical?” Although these words have been trashed by some within our industry, don’t shy away from using them. …

Avoid Frustrations – Set Expectations Clearly

A frustration I hear regularly from advisors, especially at this time of year when they’ve spent time reviewing last year’s performance and are trying to connect with the client for …

If I Were To Ask You…

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Simple ways to start meaningful conversations. Do you love or loathe end-of-year client review meetings? What about when you …

Be a Calm in the Midst of the Storm

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Provide a refuge in the midst of upcoming holiday frenzy. The holidays are coming – that hectic time of …

Let Them Know They Matter

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: Make time to make others feel significant! Recently I spoke with a homeless person in San Francisco. After talking …

Life Is More Than a Highlight Reel

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: When we treat the routine details as "boring," we can miss the big opportunities we're looking for. While playing …

Speak Softly and Drown Out the Noise

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: Are you focusing more on speaking than you are on being heard and understood? How are you affecting people …

Time For Your Own Quarterly Review

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: It’s not only your clients who need a quarterly review. How are you doing at the end of Q1? …