Dec 6, 2020 | Business, Client Experience, Leadership
Insightful Observation While conducting the Partner-Pipeline courses this past week, I asked one class to identify a misconception of the profession they had when they began their career. Several false impressions were given, but one idea mentioned was that the...
Apr 12, 2020 | Business, Client Experience, Performance, Personal Management
My Experience In an earlier day, before I knew better, I had an experience that I will never forget. It taught me that, instead of an advisor, I hired a technician. A gift of stock was given to me by an old, living relative. Being ever thankful, it was enough to...
Apr 5, 2020 | Business, Client Experience, Personal Management
Interesting Times You have heard ad nauseum the same descriptions used to describe the last couple of months. I wrote about them last week here. But I prefer to use “unusual” or “interesting” times. Words like these aren’t negatively loaded and allow you to rise to...