Reprise: 10 easy ways to make time for BD

by | Nov 1, 2021 | Monthly-ish tips

This post is part of our Monthly-ish Tips series.

It’s been nearly six years since I wrote about easy ways to make time for business development (BD). I reprised my Top 10 list with a workshop group the other day and it occurred to me I should do the same here. While I’m at it, I’m merging what was two lists of five into one for easy access, and adding some prioritization that creates a dramatic lead-in to my favorite (#1).

Here are my top 10 tips for making time for BD:

Read More...

Reprise: How to be more charismatic/compelling/interesting/fascinating

by | Oct 3, 2021 | Monthly-ish tips

This post is part of our Monthly-ish Tips series.

I assigned the listening chapter from The Trusted Advisor Fieldbook to a group I’m working with the other day (Chapter 6), and a participant took note of one of my favorite stories in it. Which reminded me of a tip I wrote 2+ years ago on an unexpected way to be found at least a little more charismatic/ compelling/interesting/fascinating. I’m dusting it off today because introverts and extroverts alike can benefit from creating an immediate and meaningful connection in a way that’s authentic, palatable and easy.

Read More...

Reprise: When NOT to speak up/tell the truth

by | Sep 27, 2021 | Monthly-ish tips

This post is part of our Monthly-ish Tips series.

Most of us probably agree both in theory and in practice with the principle of transparency—being honest, open, candid. It is easy to assert that “Honesty is the best policy,” but dig a little deeper and it is not so clear. I last wrote a Weekly-ish Tip about how to discern whether to raise a touchy topic a little over five years ago. A recent conversation with a workshop group has me thinking it’s time to reprise it.

Read More...

A modern take on a traditional relationship-building custom

by | Sep 6, 2021 | Monthly-ish tips

This post is part of our Monthly-ish Tips series.

I’m guessing you’re like I am in that you don’t end each day wistfully thinking, “If only I had received more email.” Just last week, though, I found one of the loveliest messages in my inbox I’ve ever gotten—which is saying something because I actually get some really, really nice ones on a pretty regular basis. Last week’s dispatch was a brilliant blend of traditional and modern communication that strikes me as a simple and distinctive addition to all of our relationship-building toolkits.

Read More...

When NOT to ask a question

by | Aug 16, 2021 | Monthly-ish tips

This post is part of our Monthly-ish Tips series.

Many of you know my Mom passed away a couple of months ago (I wrote about three trust lessons as a tribute), and some of you know she was actively dying over a two-week period. I learned an important lesson about asking questions during those two weeks. The lesson is applicable to a lot of different circumstances and relationships, including the comparatively more mundane everyday business interactions—particularly between consultant/advisor and client.

Read More...