Performance Tips

I heard from a financial team that decided they would not have a sponsor or any product or service messaging at a client and potential prospect dinner they were hosting. They wanted a purely social event. They hosted a nice dinner for eight couples, half of whom were clients while the others invited guests of those clients.

You can do educational programs on topics people care about, such as getting your child a scholarship, protecting yourself if you are sued, affording the home of your dreams, affording the retirement you have rightly earned, keys to saving money on taxes, how to lease a car, and so on.

This past Monday, July 31st, I was notified of my induction into the Customer Experience (CX)  Hall of Fame.  —    I had no idea that some clients had nominated me or even that I was being considered.

As of today, July 13th, we are officially more than halfway through the year.

Three Facts and Needed Solutions.

To help you elevate your team’s business performance, I have launched a new YOUTUBE Channel with 21 initial video messages.

A good friend of mine was the opening speaker at a rally for thousands of people in Ft Worth, Texas. About halfway through his presentation he collapsed on stage and was rushed to the hospital.

I don’t know this person, but they sent me an InMail as follows:

Now more than ever, clients and prospects are seeking an elevated experience. Not just in the financial world but in their interactions with every provider.

Claudia Waterloo, a successful financial advisor, shared a wonderful story with me regarding her mother’s passing and how the family distributed her earthly possessions amongst themselves in a very innovative way. She credits her brothers with coming up with the process.