As we’ve often written about, success in financial services is all about relationship management linked to relationship marketing. One of the most neglected aspects of this is the client review meeting. Many review meetings are...
Chicago: “I know I might sound crazy to most people, but with your background in clinical hypnosis, I figured I’d take a shot and roll this by you,” prefaced Jason before asking “Is there any way to subliminally...
The lines between our online and offline worlds are becoming more blurred every day. Social media is no longer its own separate entity sitting in left field; it’s woven into our everyday culture. Using social media to engage with...
The introduction of the iPad has forever changed software users’ perspectives as to what they consider acceptable software; and most have no real awareness that these devices have so dramatically impacted their perspectives. The iPad and the...