In general, as our relationships with people grow deeper, we want to ask more than surface-level questions. We want to know their stories and the things that drive them and make a difference.
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We need to take a breath and take a look around and see where we are now. Before we hit it hard again, maybe we can think about how we can have a little virtual celebration.
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Free yourself of the unnecessary mental energy to find things in your virtual world and commit to spring cleaning your digital life. I’ll share a few ideas to try on your own work files.
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Helping people know that you know who they are and care about how they are doing will be particularly well received. Here are a few stories I heard about recently that you might find interesting.
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This is more focused as a resource list for each person individually to wrap up their work and leave with a sense of well being that you can enjoy some time off and pick back up on Monday.
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Perhaps we have more time for spring cleaning this year than usual. Let’s include tending our garden as well, our financial garden.
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We want to be thorough so we can continue to address the fast pace of change and deal with uncertainty while building and maintaining excellence.
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Now is NOT the time to hold down the ship. You need to move, move, move people on board like their financial life depends on it. Here are a few ideas to gain market share.
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Download our COVID-19 Resource Guide. We included information about working from home and 7 Successful Tips for Telecommuting. This resource details specific functionality and communication best practices.
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We want to be sure we are connecting in the right manner and sending the right message. Here are a few points you and I should consider for your next online meeting.
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After providing your client with the facts, focus on the context for their life and address what is going on with them and the world around them. It is time to refocus their energy with a higher perspective.
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In thinking about what we do in the financial planning industry, data is key. Let’s think about collecting more data and using it to tell us how we can help more people.
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Let’s go through this thought process together and see how we can all contribute to a great client experience while providing strong compliance and relationship building simultaneously.
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One of my mentors used to say, “Always be teaching them the rules of business.” The rules are not as obvious as we would think and can cause discord on some teams.
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There is a whole skill set in how to toss the ball to someone else. And, I’d venture to say the reason other people don’t get things done is due to one of two reasons...
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We have recently been through a season of conferences and planning. Let’s lay out the steps that can make this appreciated, celebrated and woven into the DNA of your practices...
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We want to make a case for how people respond to a refined approach, professional demeanor and sincere desire to serve.
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You have been looking at the big picture through the framework of your business plans and your goals for 2019. Now it’s time to get tactical.
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