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South Burlington, VT

Value Creation Blog

Do Your Trains Run On Time?

On schedule resized 600One of the biggest frustrations I face is when I plan to travel and my mode of transportation is late.  This provides a significant amount of stress for me.  I bet it might do the same for you.

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Topics: systems, value creation, Client Experience

Are You Ready To Create A Wow Experience?

twothumbsup resized 600Have you ever had one, a wow experience that is?  For me, every time they happen I just get so excited.  It’s what I try to provide for my customers and I hope you do also.

Sometimes creating a wow experience just sounds corny.  When you think about what you need to do you’ll have to move outside your comfort zone.  Average is comfortable, wow is something else.

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Topics: business coaching, value creation, Client Experience

There Is No Such Thing As A Prestigious Customer

prestigious customersI have a sister in law that works as a manager for a company that supports data centers for large companies.  They have a client that likes to remind them that they, the client, are a prestigious customer and as such deserve to get special attention with no extra fees.

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Topics: business coaching, Strategic Thought, Client Experience

6 Things That Makes A Great Customer

great customer resized 600

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Topics: advisor to advisor, business relationship management, Client Experience, trust, collaboration with clients

Do You Want A User Group Or A Client Advisory Board?

Client Advisory Board resized 600

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Topics: for business owners, enterprise value, Client Experience

8 Ways A Financial Planner Can Help in Burlington, Stowe, Vermont

financial planner burlington People who are good at things tend to have strong egos.  They understand that they can provide results that many others are not able to produce.  At the same time many times those with strong egos are difficult to be around.

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Topics: for business owners, Client Experience, advisors

Sometimes It’s Better To Lose Gracefully - Enterprise Value


I’m a major consumer of written material.  Most if it comes in the form of books.  I’m probably in the top 1% of readers in the country.  I assume this makes me a very valuable bookstore customer.

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Topics: enterprise value, Client Experience, Customer Service

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

Is Long-Term Planning Worthwhile – Enterprise Value

long-term planningMany strategic planning people recommend that when doing planning it’s important to put together a five-year or longer plan.  I’m wondering whether the five-year plan makes sense anymore.

The world is changing so fast that long-term planning almost seems a little silly.  I have no idea what my business is going to look like five years from now.  I don’t know what the actions of the regulators will be, I don’t know what the economy is going to look like and I certainly don’t know what will be most important for me to concentrate on.

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Topics: mission vision values and goals, enterprise value, Client Experience, learning experiences, vision

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

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