Practice the Right Stuff Right (Issue 984)
In which we are reminded that, while practice is good, practicing the right stuff correctly is even better. Read more »
Best Practices in Retail Financial Services Symposium
Again, Please… Slower (Issue 983)
In which we are reminded to speak slower, breathe, and pause so clients can follow us. Read more »
Try It, You’ll Like It (Issue 981)
In which we are reminded that offering free samples can generate demand for services. Read more »
Brighter Whites (Issue 980)
In which we are reminded that “honest assessments” can activate client defenses. Read more »
Lists (Issue 979)
In which we are reminded that clients are most delighted when we think ahead and bring them useful ideas. Read more »
Too Much Haste to Advocate (Issue 978)
In which we are reminded that one question isn’t a good discovery conversation, no matter what the reply. Read more »
One Silent Minute (Issue 977)
In which we give thanks honoring those who have nurtured us along the way. Read more »
What Do You Want To Do? (Issue 976)
In which we are reminded that an advisor’s first role may be to help clients clarify their goals. Read more »
Failed Sale (Issue 975)
In which we are reminded to pay attention and respond to all stakeholders in a sale. Read more »
Preparation Time (Issue 974)
In which we are reminded that thorough sales call preparation takes time, often more than we think. Read more »
We Are Seriously Social.