Listen to Me!

This is what you clients want. This is what your staff wants. This is what your colleagues want. This is what baby boomers want. This is what millennials want. This is what my kids want. This is what my wife wants. This is a nearly universal truth. People want to be heard. Listen. Listening is…

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Promotional Products and How to Elicit an Emotional Response

It’s not the product itself that provides value, but it is how the recipient uses and perceives it that influences branding and promotional efforts. You can assume that swag is a cheap and expendable marketing tactic, or you can leverage every impression possible and evoke valuable emotions in your customers and clientele by choosing the right…

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There Is More Ahead of You Than Behind You

Quit being afraid of the future. That’s where all the good stuff lies. The road to failure is littered by organizations that feared and tried to hold back the future. Just look at Lotus 1-2-3, which owned the database and software business powering PCs in the days before Windows. Or look at Kodak, the company…

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Don’t Like Showing Item Numbers to Clients?

Question: I don’t like to show item numbers to my clients. Is there a way to avoid that in QuickBooks? Answer: Yes. You can customize templates to include only the fields you want and eliminate those you don’t. (And, it is a good idea to not show item numbers on customer forms, as it makes…

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The Rolling Stones Were Wrong

In the Rolling Stones’ famous song, they say, “You can’t always get what you want, but … you get what you need.” We all know that’s wrong. We don’t always get what we need. I believe we get what we see. Getting what you see is the practice of visualization—creating vivid pictures in your mind…

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What Experience Do You Deliver?

How would your clients describe the experience of meeting with you? How do they feel as you walk out of their offices? How do they feel about your impending appointments to see them? Here’s the toughest question for you to ponder. I want you to think this through thoroughly. If you are part of a…

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The Law of Attraction: Who Do You Think You Are?

In my last article, I discussed the importance of gratitude. Today, I would like to talk about the two most powerful words in the English language. If I asked you, “Who are you?” your answer would start with two words: “I am.” I am. The two most powerful words in the English language. Don’t believe me?…

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Director of Client Retention

Where’s your focus? It seems like all the glamour and excitement in sales and marketing focuses on account acquisition. Everyone loves the “rainmaker,” the professional who reels in the big fish and new, headliner clients. We spend our time, our resources and our money on carefully crafted marketing plans. We think through objectives, strategies and…

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