Sometimes it is the simple things that count.
In the 1970’s the t-shirt became a symbol of self expression. A simple idea that could potentially impact lots of people.
In the last few years the self expression t-shirt has made a comeback. Unlike the 70’s where you had to mail order or go to the local t-shirt […]

My last post dealt with the fundamentals of trust. In personal interactions an often misunderstood concept is empathy.

Empathy is valued currency. It allows us to create bonds of trust, it gives us insights into what others may be feeling or thinking; it helps us understand how or why others are reacting to situations, it sharpens […]

Trust Defined
Mutual trust is a shared belief that you can depend on each other to achieve a common purpose.
More comprehensively trust defined as the willingness of a client to be vulnerable to the actions of the advisor based on the expectation that the advisor will perform an action important to the client, regardless of the […]

Take the title of this blog with a grain of salt. Just like everyone else. I take a cheap shot now and again. I am human. I also am known to give credit where credit is due.
A couple of months ago my parents were in need of a lawyer to get some estate planning done. […]

I love it when I have an excellent experience with a quality business. The rules for what makes a business a cut above are pretty simple: consistency, congruency, chemistry, integrity and accountability.
Recently I had an experience with a dentist that deserves mention. I have a strong aversion to the dentist! I suppose it comes from […]

Here is a not so simple exercise for choosing a CRM for your business. Answer these questions:
What is your philosophy and approach? Write it out in detail.
Next, what activities will ensure that this philosophy and approach are experienced by your clients? Make a comprehensive list.
Will the CRM you are evaluating make it easy to do […]

Unfortunately most small business people use their CRM as nothing more than a modern rolodex. You can flip through it and easily look up names, addresses and phone numbers. But think about it. CRM stands for Customer Relationship Management. Some large companies understand this and have the time and money to invest in putting systems […]

I am a firm believer in staying connected while working. The cell phone was the first innovation in this are, then the Palm Pilot and the Blackberry. If you were working with a team the Palm had one fatal flaw—you were only connected to YOUR information and until you went back to the office and […]