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If you find yourself waiting for the memo that lets you know it’s “all clear” and your life and business can get back to normal, you may be in for a long wait. We’ve all changed. Our needs have changed and our expectations have changed. The way we work and connect has changed. It’s true […]
Like so many of you, we’ve had to take a very hard look at our business over the last several months. And our business has changed….because your business has changed…because your clients’ needs have changed. The root cause of all of the change is the needs of your clients and that fact highlights three important […]
Almost every conversation I have with colleagues, advisors and my family or friends feels “different” today. Perhaps that’s because even as we move through the crisis, our lives are fundamentally different (think home schooling, working from home and social lives via video). And when we’re on the other side looking back, I suspect our lives […]
Every day I hear “war stories” from advisors about their experience over the last two months. They’ve told me about the proactive outreach, the reassurance they have been able to deliver and the late nights making it all happen. Given the extreme effort you’ve put in, the question I have is a little uncomfortable. What’s […]
The way we communicate has changed. Why do we start every email by checking in on the health of the recipient and his or her family? Because it would seem strange if we didn’t. Why are we talking more about our lives than our portfolios? Because it would seem strange if we didn’t. If someone […]
As the running joke goes, it’s been a long month this week. Based on the conversations I’m having with advisors, I know you’re working harder than ever before and you’re doing that while juggling the complications and stress of home and office. Yet, through it all you’ve been asking what you can do to help […]
Our focus, during this crisis, has naturally been on our clients. The reality is, however, that we are facing a ‘human crisis’ not a ‘client crisis’. And that means that everything that I’ve suggested, to actively demonstrate leadership with clients, can also help nurture relationships with prospective clients. After all, they have the same concerns, […]
My focus, over the last several posts, has been on how you can demonstrate leadership with your clients. But I have a question. What about you? How are you doing? Yesterday, I ran a webinar on the idea of active leadership and you’re welcome to access the replay here. One of the concepts I touched […]
There have been many moments, over the last several weeks, when the fear took over. Is my family going to be ok? Are my clients going to be ok? Is my business going to be ok? And like so many others have experienced, these questions became bigger and scarier while staring at the ceiling at […]
I’m sure I’m not alone in living every hour of every day in extremes. I feel frustration at how certain things are being handled and complete awe at the way in which we are coming together. I feel annoyed as technology doesn’t always perform as expected and profound respect for my team as they come […]
