Best Practices in Retail Financial Services Symposium

The Story That’s Sitting Across From Them (Issue 1001)

In which we are reminded that, as modern as we may be, personal interest and personal connection still matter to some of our clients. Read more »

Focus on the Friendship (Issue 1000)

In which we are reminded to keep our priorities straight when we’re networking. Read more »

Maintain an Even Strain (Issue 999)

In which we are reminded to ask clients about the moments that most influence their life guidelines. Read more »

Competent Clients? (Issue 998)

In which we are reminded that six of the scariest words in the client support world are, “Hey….No problem. We’ve got this.” Read more »

Too Quick to Prescribe (Issue 997)

In which we are reminded to ask (at least) one question before we recommend… anything. Read more »

It Took Me Years to Let Go (Issue 996)

In which we are reminded to ask questions that help friends and clients disentangle themselves from their businesses. Read more »

Oversights Undermine Trust (Issue 995)

In which we are reminded that, while small defects in presentations or deliverables are, largely, inconsequential, they matter. Read more »

Imitate (Issue 994)

In which we are encouraged to develop our skills by observing and imitating “the masters”.  Read more »

What Do You Know About Us? (Issue 993)

In which we are reminded that “Not much” is a weak answer when a prospect asks, “What do you know about us?” Read more »

The Last Steam Engine Train (Issue 992)

In which we are reminded that rising up a level often involves breaking things down to bits. Read more »