This Session Should Be Recorded (Issue 1082)

In which we are encouraged to record ourselves – our introductions, our pitches, our presentations – to polish them to full shine. Read more »

More Than Plausible Answers (Issue 1081)

In which we are reminded that people depend on us for accurate responses to their questions AND insights or guidance beyond what they can get through a search engine. Read more »

Start Simple. Assume Nothing. (Issue 1080)

In which we are reminded to first check the basics when we are assessing client challenges. Read more »

Many Steps Over Time (Issue 1079)

In which we are reminded that it can take time and many baby steps before a client will take the risk of relying on us for professional advice … and it helps if they like us, first. Read more »

The Business Banking Path to Trusted Advisor

February 1, 2023    Barlow Research Associates and Clarity Advantage have collaborated on an article, “The Business Banking Path to Trusted Advisor”, viewable in Clarity’s Knowledge Center and on Barlow’s website. (https://www.barlowresearch.com/Trusted_Advisor/The-Business-Banking-Path-to-Trusted-Advisor.php). In summary, the article says: While a few bankers may develop strong enough client relationships, deep enough business expertise, and broad enough community … Read more »

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