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 »
Best Practices in Retail Financial Services Symposium
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 »
Take What The Defense Gives You (Issue 732)
In which we are reminded to pursue issues in which our prospects / clients are interested rather than the issues in which WE are interested. Read more »
Sedimentary Segmentation (Issue 726)
In which we are reminded that tight focus and strong expertise brings customers to us. Read more »
Cachucha Fandango (Issue 706)
In which we are reminded to slow down our pace when we’re presenting new concepts to prospects and clients so they may understand more clearly what we say. Read more »
Expertise So Clear… (Issue 706)
In which we ask ourselves the question, once again, “what is our differentiating, dominating expertise?” Read more »
The Right Rake (Issue 705)
Taking a risk I may lose the desert denizens and apartment-dwellers in the crowd… In which we are reminded to adjust our questioning to the circumstances rather than using ‘one size fits all’ profiling methods. Read more »
On the Trail (Issue 697)
In which we are urged to get out from behind our desks and go TO our clients to earn their business. Read more »
We Are Seriously Social.