Know Your Client

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How May WE Help You?

By Peggy Mengel ⋅ November 29, 2011 ⋅ Post a comment

We are all part of teams. We find them in sports, business, and even our personal relationships. Different talents and skills combined together gives you synergy so you accomplish more as a team than you can as an individual. Is it time to take the team concept to the next level?

The Most Common Mistake Advisors Make

By Hugh Massie ⋅ November 22, 2011 ⋅ Post a comment

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.

Management Principle: Engage

By Dean Harbry - Internal Innovations ⋅ November 15, 2011 ⋅ Post a comment

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.

It Really is All About ME

By Peggy Mengel ⋅ October 12, 2011 ⋅ Post a comment

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?

The Anchored Implementer

By Hugh Massie ⋅ September 19, 2011 ⋅ Post a comment

Naturally consistent and experience-driven people will be “Anchored Implementers” who are able to focus on a plan but may overvalue proven strategies.

Know Your Client

By Malcolm ⋅ August 31, 2011 ⋅ Post a comment

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 [...]

Providing Unique Client Experiences

By Hugh Massie ⋅ August 25, 2011 ⋅ Post a comment

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?

The Team Adapts to Different Communication Styles

By Hugh Massie ⋅ August 9, 2011 ⋅ Post a comment

This post is part 7 of our 8 part series on increasing Client Engagement from our Client Relationship Performance in the New Behavioral Economy White Paper. The insights will demonstrate in practical terms how to apply predictive behavioral insights to tailor client communication [...]

Whole Brain Business Plan

By Peggy Mengel ⋅ August 2, 2011 ⋅ One comment

I recently read an article, “The Success Formula”, that talked about the future direction of businesses. Here’s an interesting trend: hiring people not because they fit in a “box-like” job description, but because they have the skills and talents that matches the company’s mission and vision.

The Pioneering Goal Driver

By Hugh Massie ⋅ July 26, 2011 ⋅ Post a comment

Naturally ambitious and driven people will be “Pioneering Goal Drivers” who are focused on growing their wealth but may be overly focused on success. Address their goals and remember their need for quick action.

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