Category Archives: Relationships

Your Thanksgiving Challenge: The Most Meaningful Thank You

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If you want to make an impact during this holiday season, consider calling someone or stopping by someone’s office to deliver them a “thank you” in person.

The “thank you” that comes from you directly is the one that feels the most sincere. When someone can hear you say “thank you” – just to them – it feels different. It feels personal. It feels authentic.

Why? The “thank you” that is delivered personally takes more effort (and we know it) than sending off an email or announcing a thank you to everyone in your email newsletter.

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Powerful Questions to Truly Engage

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If you want to truly engage a prospect or client, instead of talking, it is actually more critical to listen. The key with engagement is interaction. Most (and I really mean most) people are focused on themselves and are more than ready to talk about themselves and their products. But how do you get the other person to begin talking?

Great questions lead to great interaction and will allow you to be in control of the conversation while gaining all the benefits of listening and learning about the other person.

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Cultivating Relationships NOT Worth the Time?

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Proactively cultivating relationships is often an afterthought. We are just too busy trying to get through the work of the day. And, relationships are not what we DO in our businesses, right? Well… wrong.

Intuitively we know that relationships are important, but let’s just focus on the logical. When you look back on your sales of last year, evaluate the “why” when thinking about your best clients and your biggest sales. Quantify the value of the referrals you receive,

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Leslie Grossman: Link Out: Solutions in a Digital World for Old School Success

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Just how important is relationship-building to business, despite it not being part of your job description? A firm believer in relationships and collaboration, Leslie Grossman, author, entrepreneur, and co-founder of the Women’s Leadership Exchange, speaks of the importance of face-to-face communication today.

She talks about her book “Link Out”, which has her findings on the best ways to connect with people in order to further your business and career. She discusses as well what she discovered to be the common factor most successful women have.

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Showing Clients the “Magnificent View”

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If your clients are not talking about how great you are – perhaps, just perhaps, they don’t recognize all you do. If a client has been working with a financial advisor for a few years, do they recognize all the above and beyond activities that are being done for them or do they consider it just regular service? Do your clients know how unique you are compared to the competition? Do they have something interesting to tell their friends and colleagues about what you do?

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