Relationships

This tag is associated with 16 posts

The Rules of Engagement

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.

Building Relationships

When it comes to building meaningful and successful relationships with your family, friends, colleagues and clients, effective communication is foundational.

Increasing Client Engagement Around the World

In the past 12 months, the Communication DNA Profile has been completed in 47 countries worldwide – including Germany, Romania, Russia, Mexico, Singapore, Hong Kong, Brazil, India and China.

Advisor Client Matching

Differences between people are wonderful, and they can be capitalized on to get great results. However, differences also divide and must be understood, accepted and respected by us in order to get along and build client relationships.

The Take-Charge Visionary

Naturally big-picture thinkers and direct people will be “Take-Charge Visionaries” who know where they are going and will have a consolidated view of their investment portfolio.

Engaging Your Employees

Mary Lorenz of CareerBuilder.com recently published an article focusing on management of employees. The ten habits that are pointed out in the article are great and include – Don’t assume people understand your reasoning behind decisions…

Frustrated by the Lack of a Systems-Based Discovery Process?

One of the first things that I did when I began a business coaching practice in 1998, was to enroll in Michael Gerber’s Certified E-Myth Consulting program. You probably know Michael Gerber as author of the E-Myth Revisited.
The E-Myth is largely based on the story of McDonalds, one of the world’s most successful and [...]

A Behavioral Driven Performance Model

While it is a trend to create a diverse team in a workplace, I have found that companies are still using a standard performance model across the board to measure their behaviorally diverse team’s performance.
Several months ago I started evaluating consulting company’s performance evaluations. With much dismay I have found that most [...]

Self Esteem Impacts Financial Performance

One of my strong beliefs is that confidence sustains your performance. If you lose your confidence this will have a negative impact on your financial decision-making, and all other decision-making. The reality is that when your confidence goes down then you can become pressured to make poor decisions. Your emotions will be higher and rationality [...]

Do You Know Who Your Clients Are?

No matter the industry, providers of products and services are always saying something to the effect of: “You are blind as to who is going to walk in the front door for their first meeting with you. As you work with the client a bit you have a greater collection of knowledge [...]

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