I heard a couple of speakers recently who run successful financial planning businesses in Australia. They spoke about a range of topics, but both mentioned how they have a schedule in place to ensure they can ‘touch’ their clients in a number of different ways throughout the year. They both differed on the details, but…
Monthly Archives: May 2009
Is there a better way?
At a recent work conference I heard a talk by Dr Michael Hewitt-Gleeson from www.schoolofthinking.org. He introduced a concept called CVS2BVS which I’ll explain here. CVS refers to the Current View of the Situation. In a sense, it’s your reality, how you perceive something. It could be your values or standards…how you feel about something. …
How do they know?
This blog is aimed at people in the professional services industry. Typically these people sell information or knowledge and the product can be somewhat intangible to the client. One of the big challenges in selling professional services relates to how you let your clients know about the range of products and services you provide. I’ll…
