In which we’re reminded to call even our smallest clients at least once per year to check in. “I’m really disappointed in how your firm has taken care of us,” I said to the managing partner. Read more »

“So, I had to make the decision,” she said. “The tests said that I was in the middle zone for risk, which meant that the treatment options weren’t precisely defined. Doctors are pretty clear about preferred treatment plans if you’re in the low risk zone or the high risk zone, and it’s confusing in the … Read more »

In which we are reminded that we own the leads we’re given, no matter how bad (or good) they are. “Here,” he said, handing me the torque wrench, gently pushing me on my mechanic’s creeper under the car. “You’re going to tighten these.” Read more »

In which we discuss the connective value of a little extra digging as part of our pre-call research. Read more »

In which we discuss strategies for obtaining a larger share of the high margin business. “Hey, why can’t I have that? … Why did he get so much more than I did?…. That’s not fair!” Sound familiar? Ever said those words or had those thoughts as a child or as an adult? Read more »

On the Fourth of July, there is no other city on the planet in which I’d rather be than Boston. Yesterday, sun and warmer temperatures broke a long string of foggy, misty, cool spring days and the city came alive. We met people from Portugal, Russia, and a dozen U.S. states as we participated in … Read more »

In which we are reminded to prepare for the “meeting after the meeting.” They’ve had a lovely evening together. Dinner, sparkling conversation, and a play, topped off with cappuccino and a deeply chocolate dessert, shared and savored. They’re returning, now, walking up the path toward her front door, both minds spinning. Read more »

In which we’re reminded about the importance of swimming in the water with our clients. One of my children’s greatest fears is that their mother will become the school nurse in their next school, peering into lice, ears, noses, and throats of friend and foe alike. Ugh! Read more »