Two Words Advisors Use to Deepen Client Relationships

Two Words Advisors Use to Deepen Client Relationships There are two words financial advisors don’t say enough. “I’m sorry.” Mistakes happen in the day-to-day practice of wealth management. Sometimes advisors fail to follow up on an issue effectively or mess up important paperwork. No one’s perfect, after all. Yet advisors are often loathe to apologize. […]
The Power Of Apology In Corporate Culture Lessons From Ray Hennessey Of Vocatus (#51) – YouTube

The Power Of Apology In Corporate Culture Lessons From Ray Hennessey Of Vocatus (#51) – YouTube https://youtu.be/mDTJKUWwsqA?si=P1y645RLpd3yKFLk Have you ever made a mistake at work or negatively impacted others at your company? It’s possible to turn these challenging situations into inflection points of opportunity to build back trust, strengthen corporate culture, and in some cases, […]
If the Brontosaurus Can Make a Comeback, So Can You

If the Brontosaurus Can Make a Comeback, So Can You Even dinosaurs can make a comeback. Many of us get to a point in our careers or our businesses where we somehow feel irrelevant, where markets or people around us seem to be evolving beyond our abilities, knowledge or desire. We get stuck, and, if […]