I recently came back from a trip overseas.  I love traveling, but there is no place I’d rather call home than the United States.  As I talk to people in other countries, I notice a distinct and passive acceptance of things that negatively impact their lives and their country. One Brit shared his amazement at

I wrote honoring men last year around Father’s Day and wanted to focus on the theme again.  When I looked at last year’s tribute, I couldn’t say it better.  I honor all the fantastic men that I work with, who are champions in the lives of their loved ones and clients.  Here’s what I admire

A recent JD Powers Investor Satisfaction Survey shows revealing data: Good News: Investors in 2010 were more satisfied overall than 2009. Bad News: BUT…Investor opinions of financial services firms were actually worse! Huh?  Investors are more satisfied but “hate” their providers even more than they did in 2009, what’s up? Satisfaction improved in part because

Do You QR? Don’t know what A QR is?  It’s the hottest marketing and advertising tool out there.  The major advertisers are using them to market their clients everywhere.  It’s red hot!  Even better, you can use it too, because it’s FREE! Finally a major marketing tool that is free, easy, flexible, and functional! I’ve

Story of the Day – The Trend A key desire of advisors is to activate clients to recommend and send new clients their way.  As I coach advisors, I’ve noticed a significant trend.  When I ask advisors:  “How do you ask clients for referrals?”   I hear one of the following answers: I don’t I

When The $14 Trillion Woman:  Your Essential Guide to Engaging the Female Client was published (late 2009) we were still reeling from the global economic meltdown.  No one wanted to talk about reaching this huge and open marketplace.  Everyone was too busy trying to hold on to their existing clients and their jobs.  No time

Over the last several years there’s an assumption I’ve heard over and over:  “It’s Got to be Me….It’s Got to be Me” (feel free to sing the Frank Sinatra tune in your head when reading this). I frequently talk with clients who’ve developed productivity crushing habits by taking too much ownership for executing routine tasks.

Story of the Day: Today was rescue day at the large pond near me.  The fire department spends a day practicing their icy water rescue skills.  I watched as a “victim” thrashed around in a hole of frigid water with only very thin ice to support the rescuer.  To my amazement, the fireman skillfully managed

I work with clients across many areas: Prospecting Referrals Marketing/Branding Client Service Operations/Risk Teams Communication Success in Change Productivity Leadership In some areas I have more expertise than my clients.  In others, my clients have more expertise.  So what value do I bring?  How do I coach clients to success, What’s my secret? A critical part

We have a crisis of distraction going on these days!  In the confidential conversation of coaching, clients frequently confess this overwhelming feeling of “ADD”:  “I used to feel effective”, “I don’t know what’s wrong”, “Why can’t I get anything done!”, “I work so hard, but feel so unproductive and overwhelmed”.  I hear this all the