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South Burlington, VT

Value Creation Blog

How We Reduced Strategic Planning To 3 Hours

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Topics: value creation, business relationship management, client collaboration, strategic planning

How We Complete A Financial Plan in 3 Hours – Financial Planning

Financial Planning Process resized 600I was recently at a conference where the presenter was talking about the length it takes for a financial plan to be delivered to a client.  He said that among the best firms he found that the average financial plan takes 35 days to be completed.

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Topics: financial planning, business relationship management, financial services, client collaboration

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

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

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