5 Common Myths About People-First Workplace Culture: Myth #4
Can people-first cultures prioritize customers? Learn why employee satisfaction and customer service actually strengthen each other.
Going the Extra Mile: How Small Gestures Create Big Memories
It's so simple to create a WOW-worthy experience for someone else. This moment of thoughtfulness didn’t just brighten our day, it completely transformed our trip.
Client Referrals Are Golden
As I watched, it struck me how these spontaneous, genuine recommendations were a lot like the business referrals I've been chatting about with my clients lately..
Have We Been Too Vague?
Can you think of times when your commitments are too vague or lead to missed expectations?
Transparency and Ownership in Client Service
When the captain comes out of the cockpit and grabs the microphone, it's never a good sign. But this is one of the best announcements of news we did not want I have ever heard and an awesome lesson in customer service.
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
Confidence Leads to Progress
Building Block Two in this series [meant to outline the Four Building Blocks to Move to Advisory Services] is Confidence. How do we move our organizations towards advisory services? How do we seize our future by being relevant starting now? I think there are four foundational building blocks. Last week, we discussed the first block: MINDSET SHIFT. I say this to combat ... Read more
