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Returning to In-person Client Meetings

Today I’m back meeting with clients face to face! Yikes, it’s like Back to School…HAPPILY! Last night, though, I realized I needed to define how will I facilitate this training. What questions will I ask to re-enter my client’s world relationally and commercially empathetically to make a difference? Perhaps you are facing the same dilemma […]

Relationally Cross-Selling

My last blog focused on the “WHY” of cross-selling, this blog focuses on the “HOW.” Always remember cross-selling is good business. It credentials you as an advisor, not a vendor. Someone is going to sell this service to your client, the question is, will it be you? Even if it ultimately isn’t you, you’ve still […]

Being Relational and Declarative in This New Era

Now that we’ve all acclimated to our virtual world, it’s time to lead others in a relational declarative manner. I use these two words, relational and declarative very specifically. And here’s why. Have you noticed that passion, heart, desire, and confidence get lost during a virtual call? Somehow there’s humanitarian dilution when you’re not face-to-face […]

Leadership Checklist for Covid Recovery

Over the past few blogs, I’ve spoken about comporting yourself with optimism and alacrity (a cheerful engagement in conversation). In this post, let’s talk about your recovery-checklist. We’ve all manically focused on keeping our respective businesses going since COVID-19 hit. It’s now time to focus on YOU, your internal/external brand, and the impact you and […]

What Will You Be in 2021?

This time each year, I create my New Year’s resolutions and business goals. I recommend you do this too. For me, it creates my focus and often, weekly reflection. It also reminds me of my higher self. You know, the one that’s the “good angel.” For many people, myself included, 2020 did NOT go as […]

My New Year’s Wish For You…

As I piece together my New Year’s Wish for you, I’m struck by your complete humanity and commitment to make a difference even when your life, family, and business are threatened. This is remarkable and bears a profound acknowledgment for your bravery, focus, and constitution amid this uncertain, dangerous world. On March 18th, when I […]