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.
How often do we try to serve clients by solving the wrong problem?
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...
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...
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...
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....
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