Are You a Vendor or a Trusted Advisor?
Categories: Service Matrix, Strategic Alliances
“Are those new glasses…“ is how the conversation starts. A father having a discussion about his son graduating to the next phase in life where making money necessitates investing through a broker. Like many things on TV, they get some things right and completely whiff on others. In these collection of commercials from that lovable […]
Understanding Purposeful Meaning In Your Client Service Matrix
Categories: Blog, Operational Effectiveness, Service Matrix
A service matrix is an established unique resource in the financial industry. It provides you with a comparative analysis of your service offerings and differentiates you from your competitors. Creating a service matrix will help you identify the level of service your clients will receive when they work with your firm. By clearly defining and […]
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Latest Blog Article
How Leaders Embrace the Precious Commodity of Time
An attitude of respect was central to my life as a Navy SEAL. One of the foundational attributes of a good leader is their respect for people, places, things, and ideas. Navy SEALs are taught to respect not only our teammates and leaders, but also our enemies by not underestimating their ability and their will […]Read More>