by Andrea Howe | Nov 24, 2014 | Weekly-ish tips
This post is part of our Weekly Tips series.
A few weeks ago, I wrote about one aspect of
The Trust Creation Process. It’s a five-step model describing how trust gets created in conversations: Engage, Listen, Frame, Envision, Commit (“ELFEC” for short). The Trust Creation Process was first introduced by Charlie Green and his co-authors in
The Trusted Advisor.
by Andrea Howe | Nov 20, 2014 | Real Moments
It’s happened to us all:
- We get talked over, distorted, or interrupted by someone’s barking dog
- We multi-task like a champ
- We forget to un-mute ourselves (or worse, forget to mute ourselves)
- We discover a “lurker” late in the game
- We pretend to lose a connection when we have something better to do.
That’s right: the conference call.
by Andrea Howe | Nov 17, 2014 | Weekly-ish tips
This post is part of our Weekly Tips series.
If you’ve been with us for a few weeks, you’ve probably noticed a theme: personal risk-taking. This week’s tip highlights a special kind of risk-taking.
by Andrea Howe | Nov 10, 2014 | Weekly-ish tips
This post is part of our Weekly Tips series.
Imagine a long-term personal relationship, like a marriage, where difficult conversations are absent. It’s likely not a sustainable relationship. Concerns pile up over time, and if left unspoken, the relationship can’t benefit from the shared experience of intimacy that comes from working through them.
by Andrea Howe | Nov 6, 2014 | Client relationships, Leading with trust, Trusted advisorship
While trust is important to every professional relationship, in the troubled world of financial advice it’s never mattered more. It really doesn’t matter how well a portfolio performs, if your client doubts your sincerity or questions your true intentions the relationship is doomed.
