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Value Creation Blog

Why Are Synergy And Collaboration Dirty Words?

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Topics: communication, business relationship management, Strategic Thought, collaboration


6 Lessons I Learned From The First Person I Fired – Enterprise Value

Firing an Employee I was 24 years old and had just joined my fathers company.  He owned a vending and food service company.  I was in training to be a new supervisor.

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Topics: systems, for business owners, business relationship management, enterprise value, trust


9 Reasons You may Need A Customer Advisor Board

customer advisory board resized 600 I’m a huge fan of customer advisory boards.  These boards are made up of significant customers: Individuals you believe can add value to your company.

A customer advisory board is different than a traditional board of directors.  This board is designed to help you improve your customer experience and provide services that you may not have considered. 

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Topics: for business owners, value creation, business relationship management, collaboration with clients


Contractors Use Checklists, Why Not You?

to do list I’m a big fan of checklists.  They are at the core of every system I’ve ever developed.

Checklists are often seen as an impediment of being creative.  Many times when the ball gets dropped someone might say, “I didn’t want to cramp my style.”  I would argue that checklists not only don’t cramp your style, they allow greater flexibility when it’s appropriate.

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Topics: communication, business relationship management, collaboration, passive ownership


Collaboration, Cooperation and Coercion

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Topics: for business owners, business relationship management, for advisors, private business owners, collaboration with clients


Dreaming Helps With Wealth Management

DreamingIf you went to bed tonight and woke up with a different world, what would change?  This is a question I’ve been pondering for the past few weeks.

We sometimes are unhappy with our circumstances.  Life doesn’t feel very good and we just don’t like the hand we’ve been dealt.  It’s easy for us to whine about all of the things that we don’t like. 

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Topics: wealth management, business relationship management, wealth, Client Experience, client collaboration


Asking Questions – What I Learned From Cancer Treatment

ListeningThe art of listening is a difficult one.  We often don’t listen well, because we usually prepare for the next thing that is going to come out of our mouth.

Asking good questions is a sub-set of listening well.  To ask a good question you first much listen completely to what the other person is telling you.  Then, you can form a good question that helps move your knowledge forward.

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Topics: communication, business relationship management, communication skills, lessons learned, collaboration


4 Reasons We Should Not Be In The Convincing Business – Collaboration

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Topics: communication, Client Communication, business relationship management, communication skills, Client Experience, client collaboration


Collaboration Always Starts With Clients

CollaborationI’m involved in a group that regularly discusses collaboration.  The discussion ranges from what collaboration is, how you get it and what keeps it from happening in the first place.

My belief is that collaboration only happens when the client wants it to happen.  In our firm we believe that the client is in charge of the relationship and the first person we want to collaborate with is the client.

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Topics: business relationship management, cost decisions, client collaboration, sudden money


4 Reasons You Need Specialists And Generalists In Your Life

search engine optimization specialists.22a img1.best seo companyI’ve been thinking about all of the areas I have a reasonable amount of knowledge in.  When I go through this list I realize that I’m really more a generalists than a specialist.  I have a strong working knowledge in literally everything a private business owner is likely to experience during their life.

My knowledge in some of these areas is very deep.  In others it’s broad and I’ve learned where to turn for help when my clients want to work in these areas.  Its important to know where I have strong competence and where another specialist can provide a better outcome than I.

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Topics: business relationship management, specialists, collaboration with clients, certified financial planner, certified public accountant, professional relationships


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