Are you courageous enough to think out loud?
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.
Are you talking about the tough stuff?
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.
Financial Advisorship: The Key to Restoring Lost Client Confidence
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.
Is honesty always the best policy?
This post is part of our Weekly Tips series.
Most of us probably agree in theory with the principle of transparency—being honest, open, and candid. It is easy to say, “Honesty is the best policy!” Dig a little deeper and it is not so clear.
Are you sure you’re addressing the real issue?
This post is part of our Weekly Tips series.
Trust typically gets created between people, and usually in conversations. The Trust Creation Process, brought to us by the authors of The Trusted Advisor, is a five-step model describing how this works best: Engage, Listen, Frame, Envision, Commit—or “ELFEC” for short.