by Andrea Howe | Nov 17, 2014 | Monthly-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 | Monthly-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.
by Andrea Howe | Nov 3, 2014 | Monthly-ish tips
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.
by Andrea Howe | Oct 27, 2014 | Monthly-ish tips
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.
by Andrea Howe | Oct 20, 2014 | Monthly-ish tips
This post is part of our Weekly Tips series.
This is our last tip (for now) in a three-part series on the subject of intimacy—a word that businesspeople don’t usually associate with professionalism.
by Andrea Howe | Oct 13, 2014 | Monthly-ish tips
This post is part of our Weekly Tips series.
We’re continuing our conversation about intimacy, a deliberately provocative word to use in business.
by Andrea Howe | Oct 6, 2014 | Monthly-ish tips
This post is part of our Weekly Tips series.
At first blush, intimacy is a strange word to use in a business context. “What, I’m supposed to be intimate with my clients?”
by Andrea Howe | Sep 29, 2014 | Monthly-ish tips
This post is part of our Weekly Tips series.
Leading with trust and being masterful with the “soft skills” takes something, both organizationally and personally. It starts with getting honest (and accurate) about your limitations.
by Andrea Howe | Sep 22, 2014 | Monthly-ish tips
This post is part of our Weekly Tips series.
The Trust Equation is a deconstructive, analytical model of trustworthiness. It includes four variables: credibility, reliability, intimacy, and self-orientation.