Boost client retention and get better SEO results while avoiding roadblocks and frustrations by asking the right questions at the outset. Over the last 20 years of speaking to clients, I’ve developed ...

When a new client expresses an ambition to transition from middle management to a coveted C-suite role, it’s essential for a coach to gain a comprehensive understanding of their aspirations, strengths ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

Starting a coaching engagement with a new client can be both exciting and challenging. As a coach, it is important for you to establish a productive conversation and build a strong relationship with ...

Starting new client relationships can be stressful. You know very little about their business (since you just started working together), so it’s harder to apply your marketing knowledge. On the other ...

We are often asked for examples of top advisor service models. How often do they meet with clients? What perks do they offer? When we share these examples, people often marvel at the structure and ...

Let’s imagine a typical private foundation (PF) started by successful businesspeople to make charitable contributions each year to a small constellation of nonprofits in their community. Fast-forward ...

I receive several emails a month from readers asking me about how best to approach a video problem, and usually they want an idea as to how much the solution will cost. At its best, an email will ...

AI such as ChatGPT is changing the world as we know it. As a practitioner, can it help you better serve your clients, support your staff, and prepare you and your practice for the future? Let’s first ...

We’ve all had them: questions from clients with answers that seem so obvious to us that they can be difficult to explain. As financial advisors, it’s easy to get frustrated when a client asks ...