If someone asked you to describe your clients (particularly your ideal clients), how would you respond? There are three ways to describe your clients: Internal Description, Prospect-Focused, Referral-Focused.

If someone asked you to describe your clients (particularly your ideal clients), how would you respond? There are three ways to describe your clients: Internal Description, Prospect-Focused, Referral-Focused.
For most advisors and planners, summer can be a fantastic time to get a little more balance in your work and professional life.
If you communicate effectively and demonstrate that you understand your prospective clients’ particular questions and concerns, you’ll create a much stronger connection with them than if you had simply provided a list of services.
Whether you are training a new hire or reestablishing new rhythms after returning to the office, now is the perfect time to take a fresh look at the way you’ve always done things.
Ultimately, success in communication comes from understanding the person and adapting to what they need.
Motivation explains why someone acts (or speaks) in a certain way. Ultimately, your goal is not to be the most interesting person in the conversation but the most interested.
There are three elements to trust: credibility, reliability and motivation. Reliability is the repeated fulfillment of expectations.
When it comes to people, credibility answers the question, “Does this person know what he or she is talking about?”
While I believe that blockchain brings great benefits to our economy by increasing trust and transparency, cryptocurrency itself lacks two of three critical items for success.
People want to work with an expert. But you can’t possibly be an expert at everything. So what can you do?