I was talking to one of my Financial Advisor clients the other day. He told me about having a new client from South America. The Advisor had got a call from this fellow, and knew that he would only be in town for one day. They got together, and instead of allowing his procedure for new clients take the typical three weeks, the FA completed his process that day. Did he stay true to himself and his process? Yes. He followed each step of his process; the only difference was the modified time-line. He knew the client was only in town that one day. Result? He got a five million dollar client.
It’s a great reminder for us all to be flexible, without deviating from our process, when doing business.

This entry was posted on Wednesday, May 28th, 2008 at 2:20 pm and is filed under General. You can follow any responses to this entry through the RSS 2.0 feed.