Category: transparency

March 21, 2011February 1, 2024customer service, marketing, miscellaneous, rectitude, sales, social/new media, transparency

Chicanery And Skullduggery Can Kill Your Reputation

Some time ago I wrote a post entitled I Don’t Trust You; Now What Were You Saying? that addressed the undermining of […]

January 13, 2011February 1, 2024communication, customer service, marketing, rectitude, service, transparency, urgency, word of honor

The Pain of the Train Wreck – The Art of the Recovery

Last month I received a call from what I thought was Citibank at 5:30 PM. The caller asked for my wife and […]

December 15, 2010February 1, 2024attitude, communication, customer service, managers, marketing, passion, sales, service, transparency

What Is Your Why?

December in the financial services business, perhaps all businesses, always provides for a time of reflection. If you’re like me, you are […]

April 13, 2010February 1, 2024coaching, communication, managers, sales, transparency

So, I’m a Pack Rat

There I said it. And since I like to save important items, both personal and business, it would stand to reason that […]

February 8, 2010February 1, 2024candor, managers, miscellaneous, sales, transparency, wholesalers

Looming Turnover in Financial Services Jobs Will Spell Trouble for Employers

The month of January saw a flurry of informative surveys about the state of the employee union. Ignites reported new research from […]

January 5, 2010February 1, 2024candor, communication, enthusiasm, listening, managers, MQ Clue, sales, transparency

I No Longer Resolve to Make Resolutions

I’m not sure when it was that I tossed my half-baked process of New Year’s resolutions out the window. Like many, I […]

December 7, 2009February 1, 2024customer service, marketing, sales, transparency

Gimme Pastrami on Rye with Russian Dressing

When I was a kid, my family lived in New York. As anyone who grew up in NYC knows, one of the […]

October 19, 2009February 1, 2024experts, huh?, marketing, social media, transparency

You Call Yourself an Expert?

Another Monday and I’m ready to tackle the world. One of my many stops along the internet today is LinkedIn In one […]

August 25, 2009February 1, 2024communication, customer service, sales, service, transparency

Congratulations, Your Clients Now Own You

It’s 5:30 PM and I was driving the 405 south through Orange County. The phone rings and it is one of my […]

August 6, 2009February 1, 2024communication, great meldown, managers, marketing, miscellaneous, transparency

Paging Miss Informed

Monday was the start of a new Wholesaler Mastermind group. The members all work for the same company and this firm has, […]