In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why reflecting on the positive impact you have on your clients can make you more motivated and productive.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives innovation tips for your business based on successful strategies from former Google CEO Eric Schmidt.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why gifts tied to personal, positive and memorable experiences have the greatest resonance with clients.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that research from Adam Grant, Wharton’s top-rated faculty member, shows that an “abundance mentality” -- including being generous to coworkers and clients -- drives success.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to organize your workday to maximize your productivity.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to say when a prospect already has an advisor.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should tailor the way you dress to be both professional — and accessible.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how advisors can use checklists to ensure nothing falls through the cracks.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how visualization techniques used by Olympic athletes can help meetings with clients and prospects conclude with positive outcomes.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses compensation structures and management strategies that are proven to create incentives for peak performance.