Ultimately, success in communication comes from understanding the person and adapting to what they need.
Tag Archives | client communication
How Much You Care
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.
You Can Count on Me
There are three elements to trust: credibility, reliability and motivation. Reliability is the repeated fulfillment of expectations.
Worthy of Belief
When it comes to people, credibility answers the question, “Does this person know what he or she is talking about?”
Crypto FOMO
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.
Deep or Wide?
People want to work with an expert. But you can’t possibly be an expert at everything. So what can you do?
Through a Glass, Darkly
Will in-person meetings eventually feel as archaic as the horse and buggy? Or are we wired for being together in real life?
Being There
“In times of stress, the best thing we can do for each other is to listen with our ears and our hearts and to be assured that our questions are just as important as our answers.”
Survey Says…
Your clients are doing you a favor by completing your survey – the easier you can make it, the better!
Best Practices for Client Meeting Notes
For financial advisors and planners who want to improve the quality of your client meeting notes, here is what what to do before, during, and after a client meeting.