When is the best time to do a client review? As you may have noticed I’ve been writing less frequently than I have in the past. I have a new role and it has me travelling more extensively as I begin setting up key partnerships and meeting new clients. One…
Continue Reading....Category: Building trust
How Can You Begin Investing Between the Lines?
I’m getting ready for another exciting Berkshire Hathaway annual meeting this weekend in Omaha! It’s the first where I get to help my investing clients get a better handle on what’s happening at Berkshire Hathaway and the business world overall. Warren Buffett and Charlie Munger will be holding court and…
Continue Reading....How Can Advisors Get More Referrals to Grow Their Practice?
How do you find more business, improve your speed to market, and create a network of raving fans? For financial advisors, it is critical to make every call count. Many sales experts say it takes over eight calls to close your first deal with a new client. Can getting referrals…
Continue Reading....Advisors, Have You Earned a Seat at the Table for 2019?
I work with many financial advisors on their marketing. As we start planning for 2019, we try to uncover what they have done well. Simply put, what works. We also look for potential opportunities to expand their business. One of my clients has been in business for years, recognized as…
Continue Reading....Entrepreneurs, Are You Leveraging 10,000 Strong?
What’s the biggest hard trend impacting your organizations today? One hard trend seems to have snuck up on many of my clients and partners’ teams. It’s what I call 10,000 strong! I think it may be vanity. Or maybe most great leaders are optimists. Or maybe it’s both/and.
Continue Reading....How to Go from Influencer to Impact with Clients!
Are you an influencer or an individual who impacts your client’s business? I met with a long-term partner recently and, as we caught up, he asked me a fascinating question. Now that you’re recognized as an influencer in many of the fields you work in globally, is your job harder…
Continue Reading....Is your life built for acceleration and personal growth?
How do you become a faster, more agile, creative person today? What qualities do many self-actualized people share? How do you determine where to best invest your life? Let me share some of my thoughts to show you what I mean.
Continue Reading....What Can the Dalai Lama Teach Leaders About Compassion?
I make a living helping organizations plan for their future. I started my career as a marketing strategist. I was responsible for helping my sales and marketing teams better understand what might happen and when lucky, extremely lucky, I would be given a chance to help create the future for…
Continue Reading....How IBM-Salesforce’s Strategic Alliance Can Succeed!
IBM and Salesforce is the newest strategic alliance to rock the technology world. This week I get to see and hear how their CEOs see this powerful strategic alliance impacting their employees, customers, and partners. Marc Benioff and Ginni Rometty will be speaking at IBM InterConnect today and you have a…
Continue Reading....Can you bring Emotional Intelligence to your job search?
It’s a crazy job market today. Many great employees are looking for their next job for the first time in many years. Many great employers are looking to add key people to their teams. So why do so many people seem out of balance when seeking their next job? Can…
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