I was sitting in our lobby looking at the sign that points people to our office. Under our logo was a tag line that said financial strategies for life. If you look at our new logo you will see our mission statement of we make our Clients lives better. This started me thinking about the difference between a tag line and a mission statement.
In the early 80’s I took a variety of seminars that helped me smooth out some of my rough edges. These programs helped me realize there is more in the world than me. One of the best was a program that was put together by Marshall Thurber called Money and You.
In this program Marshall introduced a poem that has been above my desk for almost thirty years. I look at and read this poem at least once a week. Every time I read it I’m reminded that starting is often the most important ingredient in success.
Many businesses have referrals as the best way to create new customers or clients. Even though we know referrals can help us grow our business, we often are reticent about asking for them for a variety of reasons.
I’ve been involved in a conversation for the past few weeks about the difference between persuasion and influence. The conversation started with the question, “how do you persuade your clients to do something.”
My conclusion is that we shouldn’t persuade, we should help our clients discover options they choose. This fits in with my belief that clients need to stay in charge of the relationship that we have. If we persuade, then we are taking control of the relationship.
I’m a nut about returning phone calls and answering email. It’s not always the most pleasant activity I have, but it surely is important.
Dan Sullivan from the Strategic Coach often talks about being referable. The four things that he says you need to do are:
The scariest thing that many business owners face is the day they leave their business for good. While the owner has been going through the process of finding someone to take the business over they often haven’t had time to think about what’s next.
This is especially true for those who have not made themselves operationally irrelevant in their business. Those who have been intimately involved in the day-to-day operations up to the day they leave have usually not taken the time to ask, much less answer what’s next in their lives.