I’ve got two rather personal stories for you today. They both stem from the same set of circumstances but have completely different outcomes. In one case, I lost my client’s trust and over time, regained it. In the other, I lost it and never got it back. Both stories are emotionally laden for me. They take me back to one of the hardest points in my career so far.
Do you know how some books stay with you long after you have read them? One such book for me was David Maister’s ‘The Trusted Advisor.’ The content resonated deeply with me overall but one particular chapter got me thinking about the financial services sector, especially here in the UAE. This chapter was about transaction versus long-term client relationships. Initially,…
Who doesn’t love a good referral, right? In the Life Insurance business, referrals are crucial marketing and business growth channels. You might say being referable isn’t in your hands.
But the good news is that you can take complete control over most of the factors that make you sought-after. Here’s how.
The Life Insurance and Financial Advice industry is one where integrity, among other virtues; forms the base of solid service. If the core of our working model is to put the client’s interests above our own, us advisors could raise the bar together. Clients and advisers, here are the core questions that form the foundation of a great client-adviser relationship
This is the idea that transformed the way I do business entirely. It helped me switch from a full, 60-hours-a-week workload down to a three-day-workweek. Take a look and think about how you can apply this to your work or business.