When you’re an extroverted behavioral style and your teammates are introverted behavioral styles, a common mistake the extroverted style will make is thinking that the introverted…
Enthusiasm and joy are contagious. Give someone the bug. I recently had an experience during a client call and that was feeling the joy of…
Here is a milestone that we have been working on since last summer. If you don’t get the words right in your business plan and…
Here is a copy of an e-mail to one of my clients after our call on September 22, 2011. Dear Joe Advisor, Thank you for…
I was following through on our Tips To Speed Up Your Client Testimonial Process and the following thought came to mind as I was writing to…
I jokingly told one of my clients that they are “Not A Bloody Financial Advisor Juke Box!” This was after my client was explaining that…
The following distinctions in this blog are an adventure. These distinctions are to help you see and experience subtleties of language — we call these…
Coaching doesn’t work! In fact, nothing works! What works is YOU working what works! It’s the end of RRSP Season in Canada and for some…