Best Practices in Retail Financial Services Symposium

Catch Phrases (Issue 740)

In which we are reminded to interpret the data we present to clients and prospects in a headline or memorable catch-phrase so that they can remember our selling points. A sunny early evening, out for a walk to wind down after a desk day. I hadn’t been out long when my mobile phone rang. Forgot … Read more »

Being Social – Attracting Attention (Issue 739)

In which we gain some insight into the workings of the Web and social selling. Read more »

Strawberry Festival – Change of Scene (Issue 738)

In which we are reminded to give our brains a break and change of scene, the better to generate ideas. Read more »

Rocky Path (Issue 736)

In which we are reminded not to be put off when others describe particular clients or prospects as “difficult”. Read more »

Early Preparation – Were You Thinking? (Issue 735)

In which we are reminded that winging it can reduce our credibility with clients. Read more »

On Giants’ Shoulders (Issue 734)

In which we are reminded: Take a moment thank people who have sponsored us and coached us to become who we are. Read more »

Take What The Defense Gives You (Issue 732)

In which we are reminded to pursue issues in which our  clients are interested rather than issues we PLANNED to talk about. Read more »

Floor Everywhere (Issue 731)

In which we are reminded, from the “How bad do you want it?” department…No matter how busy we are, we can make time to do just one or two more small tasks that move us forward. Read more »

Four Years! (Issue 730)

In which we are reminded that, when we lose clients, the warning signs have been there for a while. We could have done something about it. Read more »

Look Back! (Issue 729)

In which we are reminded to look back at our client relationships to make sure nothing has changed while we were looking in a different direction. Read more »

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