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South Burlington, VT

Value Creation Blog

The Hardest Part About Saying No

NOIf you want to build a successful business you have to learn how to say no.  You have to say no to employees, you have to say no to suppliers and you even have to learn how to say no to customers.

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Topics: Client Communication, creating value, client management

5 Ways We’ve Made Our Objective Review Faster

Objective Review   Creating Value resized 600It’s been almost fifteen years since I first started doing our discovery process that we now call The Objective Review.  At first we just called it our discovery process.  We then started calling it the Stage 2 Discovery process.  Now we just call it The Objective Review.

The goal with this process is to quickly and efficiently identify what you want to do and why it’s important that you achieve the outcomes we discover.  Over the years we’ve continually added parts to our process that make our Objective Review easier to do and faster to deliver. 

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Topics: for business owners, communication, Client Communication, Mind Maps

Do You Feel Like Your Being Talked At? – Wealth Management

customer communicationAdvisors love to advise.  We think we have a great deal of value to add and always want our clients to listen and take our advice.  This often manifests itself as the advisor talking and the client listening.

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Topics: advisor to advisor, communication, Client Communication, asking why

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

Our Clients Live In A Micro Economy

puzzle smallI’ve recently had the pleasure to meet Dick Wagoner, a sage in the financial planning industry.  Dick talks about clients living in a micro-economy but planners want to work with them in a macro sense.

I agree with this idea.  Our clients do live in a micro-economy.  When their investment accounts go down because of a bear market, they are often affected. 

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Topics: communication, financial planning, financial planning, Client Communication, Client Experience, investment management

Wealth Management Starts With Client Leadership

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Topics: mission vision values and goals, communication, Client Communication, business relationship management, people who care, vision, Customer Service

5 Things I Know About Working With Clients on Wealth Management

wealth managementOver the years I’ve learned a fair amount about looking at things from another persons viewpoint.  This was an especially hard lesson for me, especially when I was in my late twenties and early thirties.  At that point in my life my ideas were always correct and if you didn’t agree with me, there was always the door.

Today I know that there are many, many things that I can and do learn from others.  I’ve also learned that in my business it’s always about what our clients want and has little if any about what I want.  Every time I forget that (and occasionally I do) I get a learning experience that is often not very pleasant.

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Topics: communication, wealth management, Client Communication, business relationship management

Mind Maps Allow Clients To See and Feel Plan Suggestions

Mind MapsMind maps are visual illustrations of activities or plans that are easily understood.  We use mind maps in our firm to help our clients understand complicated planning issues on a single page.  Instead of using a report that is several pages long, we often will illustrate the plan using a mind map.

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Topics: communication, financial planning, wealth management, Client Communication, Mind Maps

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