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Speaking of Client Satisfaction and Customer Service…

August 26, 2009 by Anne Bachrach Leave a Comment

Invest in a copy of Rick Barerra’s book, Over Promise and Over Deliver.  Read it cover to cover and apply the ideas that will have the biggest impact on your achieving your goals.  This is a terrific resource with lots of great ideas. 

Filed Under: Blog Post, Effective and Efficient Behavior, High Pay-off Activities

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I’ve sometimes thought of myself as not coachable – fits & starts on progress – but when I looked at where I’ve come, I can tell it works. This year, I’ve experienced over 50% growth – and with that growth came some confidence… confidence to finally go after what I know I should have done – we’ve added a flat-fee-only option to our offerings, and that’s ALL I’ll be targeting for 2014 and beyond. With that under our belts, I can foresee another 50% growth year for each of the next 2 years!

Louis Leyes, Trusted Wealth Advisors, LLP

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