Rather than just dumping information on the listener, your goal is to deliver a succinct message that intrigues that person enough to give you more time at a later date
“Coach’s Forum” is a place in which you can ask your questions, tell your stories or give your opinions on any aspect of practice management. For each column, George selects the most interesting and relevant comments from readers and offers his advice. Our objective is to build a community of people with a common interest […]
One way to ensure you retain your boomer clients as they get older is to become an expert in post-retirement planning. That means understanding the challenges they have in ensuring they don’t outlive their assets
Sometimes, mistakes occur and we’re forced to deal with an irate client. Knowing what to say and how to say it can help you resolve the situation. You can even turn the crisis into an opportunity to strengthen the relationship
American financial services guru explores the ways the world of financial advisors will change in the 21st century. Practices will be more like businesses
Book review: Creating value through effective relationships
Success can often mask the first signs that a business is likely to decline if changes aren’t made. The best way to manage the inevitable is to take a proactive approach to business development and adjustment