J.D. Powers 2013 investor survey, shows DIY investors are less satisfied with self-directed platforms despite more online tools and information. More is not better as the survey describes: “Investment firms are now offering more online tools and information for self-directed investors than ever before. That fact is apparently both a blessing and a curse, as the
A client who leads a local office is facing a new organizational structure and regional leader. We’ve been strategizing on the new regime. The result: Smashing Success! The leader has been hugely complimentary and they’ve established an outstanding rapport. Here’s how: Avoid Top 3 Traps: Assuming the Worst – Lack of information automatically triggers negative assumptions.
Coaching gives me a unique window into the challenges of professionals. Clients can say anything to me……and they do. I’ve heard stories of lost opportunities, squashed growth, stunted development, conflict and heartache. All of this caused by an insidious and destructive force: Selfishness Selfishness is the source of greed, arrogance, control and contempt. It’s devoid
Several clients recently reported results from coaching. I’m completely thrilled and celebrate their success! I can’t mention names in a public forum, but these are real results. Revenue up 30% since last year Planned & executed consistent quarterly client events A streamlined client service model to be more consistent & effective Eliminated excess tasks and
Financial leader bucks the norm and speaks the truth about coaching! It’s NOT about telling clients what to do. Skilled coaches don’t lecture – they probe. The best coaches engage clients in creating custom solutions Small tweaks can make a big difference “Professional coaching….is NOT about teaching, but rather helping teams identify what it is they
Advisor confesses everything we expect about how to engage prospects was ” Dead Wrong”. During a conference speaking trip to California, I had the opportunity to spend time in a local office with a number of advisors. We were talking about how to be more effective when working with women investor clients. All the studies
Recently, I heard another sad tale of failed partnership. I’ve heard many similar tales with poor communication, mis-matched expectations, conflicting values and lack of clarity causing partnership demise. It’s amazing how often people dive into business relationships without clear guidelines. In the most recent story, a team-member changed organizations only to discover after the move, the
Story of the Day A friend of mine works internationally and moves around the world. Occasionally, this family returns to the U.S. and needs short-term local housing. On their last U.S. rotation, the mom made friends with some Girl Scout Brownie moms, so reached out to this network with their housing need. Immediately, they received multiple
