In my March 24 post (Want Client Loyalty? Do Something You Don’t Have To Do) I wrote about trust being the number one driver of client loyalty, and how important it is to put your clients’ needs before your needs and your firm’s needs. But what is trust and how can you increase it? My […]
How Sticky Are Your Relationships?
It’s Valentine’s Day– have you told your clients lately how much you love them? Yes, it’s already February the 14th, and you know what that means. Gentlemen, it’s the day to leave the office early to pick up some cellophane-wrapped flowers from the grocery store and grumble about the picked-over selection of torn cards and […]
The Intersection Welcome to my blog! I’m here to explore the intersection of innovation, strategy and leadership to improve financial services. Innovation I’ve been a fan and early adopter of technology for as long as I can remember, but technology is just a tool. I can barely a wire light switch and I have […]