Client and Successor Meeting Prep: How To Retain Client Assets Across Generations
Step # 3 We last discussed different ways to meet your client’s successor in a casual setting. Now that the successor has bonded with you, it’s time for a financial meeting with your client and successor. Begin with the end in mind as you prepare for this meeting: what is the key objective of this […]
How to Manage Frustrated Employees
Are you managing frustrated, unmanageable employees? Believe it or not, these employees may not be a bad thing for your organization. Why? Because they are likely the most vocal in your company and have the ability to signal where something is falling short within the organization. So don’t just dismiss them….listen to them. Erik Engberg […]
Meet The Successor: How To Retain Client Assets Across Generations
Step # 2 Last week I shared the importance of doing your generational homework, which includes getting to know the generation of both your client and your client’s successor, as well as asking your client to introduce you to the successor. Now it’s time to begin establishing a relationship with your client’s successor. Your goal […]
Organizational Alumni?
This week we dug into our archives to bring you perspective on a topic that is still relevant today. Sometimes, no matter how hard you try, you lose key players in your workforce. Read here to learn what to do when that happens to you. Previously, we wrote about how to retain your top […]
Know Thy Successor: How To Retain Client Assets Across Generations
Here is the first step to retaining assets across generations: educate yourself on the generational similarities and differences, and then get to know the different generations in your client’s family so you can make a concrete plan to meet your clients’ successors and cultivate an ongoing relationship with them. STEP 1: Do Your Homework There […]
Male Gender Inequality in the Workforce?
A recently popular business topic has been gender, in particular, the rise of women and the “failings” of men. Or rather, the perceived lack of adaptability that men possess in our 2.0 economic world according to Hanna Rosin’s new book The End of Men: And the Rise of Women. Go ahead, just Google ‘The End […]
From Successful to Very Successful: Why Less is More
“Success is a catalyst for failure,” says Greg McKeown in a recent Harvard Business Review article. The basic premise of his statement is that once someone has a taste of success, a world of opportunities opens up and the temptation to pursue all of those new opportunities is too enticing to ignore. This loss of […]
How to Increase Performance Through Learning
What does the World of Warcraft have to do with retaining your star employees and recruiting the best of the best for your organization? If you keep up in the blogosphere, you may have seen research about the countless negative effects of video games, as well as scattered positive impacts that these virtual environments provide. […]
Fiction, Falsehoods, and Other Myths About Working Mothers
A recent feature in The Atlantic by Anne-Marie Slaughter focuses on the workplace gender struggle. What seems like a clever title, “Why Women Still Can’t Have it All,” is actually a blunt article offering practical ideas that organizations could easily implement. Why implement her ideas? Because these ideas could help organizations recruit and retain valuable […]
