Articles

Creating Agenda Setting Conversations

How do I create regular "agenda setting" opportunities?

Is Your Client Experience Truly Different?

Do you offer a competitive or a truly unique client experience?

How to Tangibly Improve Your Advisor Skills

While in his 80s, the great classical guitar maestro Andrés Segovia was asked by a journalist if, at this late stage of his career–and given his greatness as a guitarist–he still practiced scales. “Two hours a day” was Segovia’s reply. Deliberate Practice is what leads to a significant improvement in personal capabilities. Deliberate Practice is […]

Can we really teach our professionals to be trusted advisors?

Can we really teach our professionals to be trusted advisors?

Questions to help build a personal relationship with clients

What questions can help me build a personal relationship with clients?

Powerful and humorous advice from a 93-year-old WW II Veteran

Powerful and humorous advice from this 93-year-old World War II Veteran

Traffic Building

Connecting on a personal level with clients

How can I connect on a personal level with my clients?