It’s Not Going To Happen
Wonderful, the one thing that I said wouldn’t happen, did. What are we ignoring today that is setting us back or slowing us down?
Think Ahead and Anticipate What the Future Holds
Thinking ahead! So simple and yet this has never been more important than today as things are moving and changing at such a fast pace. For our full potential, we must think ahead and anticipate what the future holds.
Are We Holding the Right Suitcase?
How often do we try to serve clients by solving the wrong problem?
Collaboration Leads To Growth
Do you think a point of view is important? Clients are looking for advisors with a point of view, and we will need to challenge theirs when they are not being realistic about the challenges they are facing or the opportunities they are missing. This blog is the fifth part of a series meant to ... Read more
Being Anticipatory is Distinctive
This blog is the fourth part of a series that outlines the Four Building Blocks to Move to Advisory Services. We’ve already discussed the first two blocks: MINDSET SHIFT and CONFIDENCE. ANTICIPATORY SKILLS is the third building block to move our organizations towards advisory services and seize our future by being relevant — starting now. I believe this is ... Read more
Mind the Gap: The Gap Is Bigger
We see it every day — automation, implemented well, reduces the amount of compliance work we perform. We experience it every day — fierce competition from outside our profession pursuing our clients. We feel it every day — the market for professional services is demanding and opening the door for “higher-value services.” These were the ... Read more
How to Avoid Being Irrelevant
A recent beBetter blog, Price is Rarely the Issue, generated some interesting comments and thoughts. One that really caught my attention was from a HORNE team member in Tennessee, David Friedt. David shared a humorous story about how a car salesman was attempting to make a car distinctive with some of the features. “I was really ... Read more
Listening for the Opportunity to Help
What a beautiful day on Eagle Lake with my fishing buddy Bruce. The sun has peeped out and we have a slight southwest breeze blowing about 6 mph. I’m smiling as I’m looking into the live well where we have put 19 slab crappie over the last few hours. I’m adjusting the depth on my ... Read more
Are We Getting Off-Road Enough?
A few weeks ago, we discussed the importance of getting off-road more to see and find our clients new and changing needs. In essence, doing many things that we haven’t done before. It requires us to get muddy, get a scratch or two and even assess what we are driving as a firm. Are we getting off-road ... Read more
