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Category Archives: Client Communication

You CAN enjoy the entrepreneur roller coaster!

By | Client Communication, Client Communication, Marketing, Mindset, Relationships | No Comments

Being an entrepreneur has it’s ups and downs. But, with the proper mindset, you can enjoy the entrepreneur roller coaster! It’s not about how tough you are. It simply comes down to how committed you are to serving the needs of others. Once you can get that picture clear in your mind, the stress and anxiety of being an entrepreneur will lift. The problem is usually us. Not our clients. It’s how we perceive things as reality that often sets the course for how our journey will turn out. The last thing anyone wants to be around is a negative person. But dealing with the ups and downs of the unknown variables of the entrepreneurial can be overwhelming, even for the most seasoned veterans of us. The fact is, believe it or not, it’s the unpredictability to the journey that you love. That’s right. The very thing you hate sometimes about the unknown variables of being an entrepreneur are the very things that keep you hooked on the possibility to achieving your dream. Because vision is timeless. And it’s yours. Decide who it is you want to serve and “voila”, the stress of the unknown will melt away. That’s what my good friend discovered when he called me with a cloud over his head. Seems he was experiencing the downward spiral of the roller coaster. When I picked up the phone, I knew something was wrong. Us entrepreneurs have a sense about these things. Anyway, it turned out that my entrepreneur buddy had got sucked into the belief that he may have made a big mistake pursuing this entrepreneur thing. It happens. But when I reminded him of the years…

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I Have A Dream

By | Client Communication, Marketing, Mindset | No Comments

I have a dream. Perhaps one of the most famous quotes in modern history. It also envelopes a hope we all have. Of realizing dreams. Of knowing today could be the day. Dreams give us the ability to hold onto the idea of what is possible. They don’t even need to be our own. The hope that someone can provide by simply declaring and sharing their dreams is what separates our existence from all living creatures. We have the ability to communicate truth. Or destruction. Or fear. But the dreams we have for those beyond ourselves are the dreams that have the greatest impact on mankind. Sure we all have dreams that are focused on our goals. On our hopes and how they effect oue lives and those we love. Having dreams is sometimes the only thing that keeps us going through the daily grind of life. In a life that can sometimes seem like its sucking the wind out of us in our daily grind, dreams of what could be for our lives can be the only hope for many of us. But there is something about thinking bigger than ourselves and casting a vision that can effect others that really separates the big dreamers from the little ones. Dr Martin Luther King Jr was one of those big dreamers. He understood the unifying force that having a dream that was bigger than himself would have on the world and those within it. He understood that having big dreams meant believing what seemed impossible and calling it out into being a reality. He also understood that dreaming big could cost him everything he had- even his life. That’s how…

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Why Your New Year’s Resolution Won’t Work

By | Client Communication, Marketing, Mindset, Uncategorized | No Comments

I just love that video. The whole theme is about why your New Year’s Resolution won’t work. It says a lot about our motivation for change and our inability to do so. The real problem is not in our abilities though. Ironically, it’s our desire to change that’s part of the problem. It’s not that setting goals is wrong in and of itself. The problem is in the way in which we set goals. Most of us can easily see the big picture of what we want to achieve. In the video spoof, its all about losing weight as part of our New Year’s resolution. The fact is, many of us set the weight loss goal at a number that requires a long time to get there in a healthy manner. That goal, in essence, becomes too big for our minds to be able to execute in a realistic way. The problem is not in setting the goal in and of itself. Of course we should set goals. Setting goals for attaining healthy objectives is a good thing. The real problem is our inability to break that goal down into manageable, realistic “mini goals” to ensure we are successful. That becomes a real problem in achieving the desired objective, or “New Year’s Resolution” and why so many of us fail when we set them. The way our brains are wired causes us to literally freeze up and not follow through on accomplishing the bigger goal when we are confronted with obstacles along the way to achieving the goal we had planned. Just like the video spoof, we get easily deterred by the smell of Mickey Dee fries when we smell…

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When is a client a friend?

By | Client Communication | No Comments

This weekend I was able to spend some quality time with old friends. Nothing really planned, it just kinda happened. It made me think about my many years as a Financial Advisor, when oftentimes, after many years of dealing with a client, at what point did the relationship tip over the “client zone” into the “friendship zone”? Now let’s face it, most client relationships can never fully tip over into the friendship zone in the same way as your relationship with your bud from high school can. Or even the relationship you may have developed with other moms in the neighbourhood, or parents from coaching softball. But there comes a time when after many years of advising clients about their money that an intimacy develops between client and Advisor. In my own experience, I found that the line between client and friend can appear to become blurred. The demarcation of that “line in the sand” between friend and advisor can seem to move, especially in times of distress that the client has. Its during those times that ┬áthe Advisor is oftentimes the quarterback for finding a solution. Its at those times that I found my work as an Advisor most rewarding. When a client would ask “what do you think?”, and then actually take your advice. It’s when clients don’t take our advice that it gets hard. I often found that, even if the advice I gave may not have been taken, I often wondered about the nature of the relationship. Just when I thought after all those years of building trust by creating a plan, ensuring it’s execution and perhaps even modifying it as circumstances merited, that I would…

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Solve your client’s problem by changing your message

By | Client Communication, Marketing | No Comments

If life were consistent, nothing would change. It may seem a little contradictory, but in order to stay relevant to your message, you are going to need to adapt it to the changing times we are in. Watch this video and get some practical tips on how you can keep you message relevant, interesting, easy to understand and provide a ton of value to your ideal client. Tweet

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