Performance Tips

Several times a month, I receive emails and calls from advisors and leadership expressing a desire to increase their “closing ratios.”

My mother died at 39, and a year and two weeks later, my father passed away at 52.

In today’s competitive and commoditized environment, people’s expectations and behaviors have changed.

My dear friend Bob Burg, co-author of the landmark Go-Giver book series

I speak and write extensively about how relationships drive revenue.

As you know, 2024 is a leap year.

Recently, my dear friend and the founder of Fuel Venture Capital, Jeff Ransdell

As part of a project to help a firm objectively assess the interaction experience their team was delivering, we wanted direct input from their clients. We had a series of questions that their clients answered, including these: How would you describe the experience you...

Having flown over 7 million miles, I typically avoid

We all say we are aware of the words we use both in conversation and in written form. And yes, words are powerful and can bring success or deliver failure. Asking a prospect “does this make sense” subliminally is very condescending and is second only to the longtime...