Monday Morning Mojo

Though there is strength in numbers, it only takes the actions and attitude of one employee to make a lasting impression on a client. As such, it is absolutely vital that each member of your team understands their potential impact on and their responsibilities to clients.

Join us as we explore how to substantially improve your firm's reputation by training each and every employee to make concerted efforts to satisfy your clients.

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Like your physical health, a healthy professional career also requires constant attention and evaluation. While it can be uncomfortable to have your strengths and weaknesses scrutinized, it is a key process to ensure that you are performing to the best of your abilities.

As you offer advice and consultance to your clients, we encourage you to open yourself up to be advised and coached as well. Listen in today to find out how doing so will allow you to truly reach your maximum potential.

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If you believe that your clients prefer a purely professional relationship, you may want to rethink your understanding. Bringing a level of personality to your relationships can enhance the experience for every party involved.

In today's episode, we explore how moving the conversation from the office to a more personal location can make the difference in establishing trust and loyalty with your clients.

Resources:

Michael Oana, Retirement Planning Specialist: http://www.michaeloana.com

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Hearing the phrase "I'll Take Care Of It" is comforting when you are in a crisis, but it's the actions following this mantra that bring genuine reassurance. By promptly delivering on the promises you make to your clients, you will lay the foundation for relationships built on trust and confidence.

As the last third of the year begins, we challenge you to evaluate the delivery of your company's services through the eyes of your clients. Listen as we discuss how establishing a pattern of reliability and exceptional service can lead to brand loyalty in your client relationships.

Resources:

Otis Jones III, Accredited Advisor of Insurance: http://matrixins.com/index.php/about-us/bios/

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With the advent of and mounting dependence on social media outlets like Facebook and LinkedIn for connection and communication, it is imperative for professionals to develop interpersonal skills to distinguish themselves. Because our information is so easily accessed and disseminated, the ability to hold genuine, impactful conversation can be the difference between landing that big client or losing them.

In today's episode, we discuss how having meaningful conversation can build trust and confidence in your relationships with clients, colleagues, and partners. Listen in today to learn how to master this critical skill and see your relationships thrive.

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Are you guilty of writing off a piece of new information as unimportant or irrelevant simply because you don't understand it? While it is easy to dismiss challenging tasks or unfamiliar technology, we encourage you to make an effort to understand and overcome these obstacles. In most cases, you will be surprised by how far an open mind can take you.

Being introduced to new ideas and technology is an inevitability. It is best to take an optimistic approach to make sure you are maximizing your ability. Tune in as we discuss the opportunities that are lost by a "can't-do" attitude and outline how a simple shift in perspective can make all the difference in your success.

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While team meetings can sometimes feel monotonous and unnecessary, they can actually be a key factor of a productive workplace when they are planned correctly. By keeping them quick and concise, team meetings vastly improve connectivity and communication between employees.

Join us today as we explore the role of purposeful team meetings as a tool for improving communication within the workplace. By following our four-pronged guide, outlined in today's podcast, you are sure to make the most of your team meetings.

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Have you ever cut a corner to get a job done? Have you ever shown disregard for a rule that you thought shouldn't apply to you? Of course, at one point or another, almost everybody has been guilty of breaking a rule, whether intentional or not.

While these transgressions are generally minimal and relatively harmless, the problem arises when a person regularly and intentionally defies the rules. Listen in today as Phil discusses the consequences of abusing the system and brings to light the benefits that we all experience by practicing respect for the rules and one another.

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Do you take too narrow of an approach in defining your client? In order to continue serving our clients from generation to generation, it is essential that we transform the definition of "client" from an individual to the entire family unit.

Join us as we explore the importance of including the whole family in financial planning. We challenge you to encourage longevity in your client relationships and witness them thrive.

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References:

James E. Hughes - Family Wealth: Keeping It in the Family: https://amzn.to/2Ow3RmZ

It is inevitable that undesirable situations will arise, and oftentimes they will be out of your control. However, failing to acknowledge the issue is never the appropriate course of action.

By clearly communicating with all parties involved and acknowledging the problem, you can effectively do your part to diffuse the situation at hand. Your transparency will not go unrecognized, and those affected are more likely to appreciate your efforts in maintaining a positive customer experience.

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