Defining the culture is easy–what’s most difficult is to convert cultural beliefs into actual, congruent behaviors.
What is the most common mistake that Advisors make? Hugh Massie discusses what he believes is the most common mistake of Advisors – and how this mistake can lead to loss of time, energy, strained relationships and even litigation.
Learning how to engage others properly is a professional management skill. The ones who do it well have sound judgment, pure motives, and a good understanding of human behavior.
Everyone is talking about client engagement, but what are firms actually doing about it? Client engagement is not just about “good feelings”; it has emerged as the #1 driving factor in revenue growth.
I like transactions that are easy, effortless and fun. But how would a call center employee know that about me if they haven’t had frequent interactions with me? And furthermore, what difference does it make?
Naturally consistent and experience-driven people will be “Anchored Implementers” who are able to focus on a plan but may overvalue proven strategies.
In our conversations with service providers we regularly ask our clients: “How well do you know your clients?” On many occasions the typical response is “I know my clients pretty well– they’ve been with us for ‘x’ years”. In our experience that retort is not always the response of the service provider’s clients.
The rules are [...]
Doesn’t seem like much time, does it? What can you do in 74 seconds and how could that amount of time be meaningful in your life?
Adapting to different communication styles is very important. However, the real game changer is customizing the client experience. How can the knowledge of Communication Styles be used to customize the service experiences for each client?
Currently, there is an increasing trend toward people searching to find greater meaning in their lives. Gradually, more and more people are having the courage to do it and not just talk about it. But it can be difficult to understand the steps that need to be taken to find more meaning without a plan, and understanding where you are ‘now’ and what needs to be done to reach your quality life goals.
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