Yesterday, our CEO Randy Meadows received this unsolicited voice message from one of our advisors.
“Hello Randy. I just wanted to pass on what a great help Gina from business processing has been. She’s doing a wonderful job, has a great personality, and is very helpful and knowledgeable. So I just wanted to pass on how pleased I was being able to work with her, and it makes my job a lot easier to have great people like Gina available over there. So thanks again, and have a good day.”
A strong example of the Diamond Standard of service for which we strive each and every day.
“Being entirely honest with oneself is a good exercise.” #honesty #motivation #truth #purpose #success #business
Why Financial Advisors Deserve a Little More Leg Room
Your seat doesn’t recline. The noisy child behind you keeps kicking your chair. The guy in the window seat climbs over you ten times to stretch his legs. The lady behind you constantly stands over you to get things out of her purse in the overhead luggage compartment. And, of course, there’s the line of people waiting for the lavatory, all of whom feel a need to lean on your headrest while they wait.
Are you transforming your clients into “raving fans?”
Plus 5 other ways to grow your financial practice from and The Oracles and Entrepreneur Media. #growth #wealthmanagement #businessdevelopment #marketing
Read the full article at entrepreneur.com.
The right #CRM is critical for financial advisors. Here are 6 CRMs to consider, as compiled by Advisor Websites. At SCF, we use Salesforce as our CRM. In fact, it’s the framework on which our entire operating system is built. #technology #fintech #salesforce
A little Friday motivation from John C. Maxwell, via Leyda Aleman, SHRM-SCP: “Don’t let your learning lead to knowledge; let your learning lead to action.” #motivation #lifelongstudent #action #purpose #leadership