Performance Press
Building Trust By Promoting Purpose
There has been a shift in consumer thinking in recent years, as more people want to patronize businesses and service providers who have values and morals they agree with.How do you align your business purpose with your clients' underlying values? What do you do to ingrain trust and corporate responsibility into your operating model? Do you have a process for learning the issues that your clients [...]
5 Questions to Answer in Developing your Strategy
1. What is your Business Model? Great companies describe the essence of what makes them unique in a simple and compelling manner. For Walmart, it is lowest price. Walmart revolutionized retailing by focusing upon operational excellence. The firm does a better job of supply chain management than any company in its space. As a consequence, they are able to ruthlessly drive down costs and [...]
In Building a Dynasty, Seek Respect, Not Friends
Laying the groundwork for succession requires a lot of planning, grooming and ensuring that the next person to take the reins will be capable and prepared for running the firm. Indeed, it's never too early to start preparing for this stage. Coaching can be helpful as you navigate the multi-faceted process of succession planning.This post is part of a series on retirement legacy planning. Last [...]
Prepare for Retirement on Time
Financial advisors have an entrepreneurial spirit: They are independent, ambitious and determined. Often, that ambition extends not only to their professions, but also to how they want to live their personal lives. For those who harbour dreams of retiring comfortably, financial services training can help them plan for retirement at any stage of their career. A recent study by The American [...]
Deepening the Client Relationship Through Quality Client Service
In an industry such as financial services, client relationships and trust between advisors and their clients serve as the foundation of doing business. Establishing client intimacy can also be a strategy for differentiating yourself from the competition.A person is unlikely to take your advice if he or she doesn't believe you have their best interests at heart. That said, managing your firm's [...]
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