Here’s Pete’s Interview outline with The Accountability Coach, Anne Bachrach 1. We want to hear your success story – (how you got to where you are now and what’s next for you. Things like – your career path, what you’re an expert in & how you got that way. Anything interesting, things people might not… Read More
The Elite Advisor Interviews The Accountability Coach
Peter Lantos is the editor of The Elite Advisor website and conducted an interview with Anne Bachrach, The Accountability Coach. One-on-One … an audiocast series to help you build your practice and take your business to the next level with ideas and strategies from several top experts and coaches in the financial services industry. … Read More
Communicate effectively and be productive with clients – Effective and Efficient Behavior
In working with a client today I started thinking about effective and efficient behavior. He was telling me how he was proactive in sending out some communication to his clients that they needed but didn’t think through it enough so got bombarded with phone calls wanting to know more information on the communication they received…. Read More
Are Punctuation and Grammar Quandaries Punching Holes in Your Productivity?
Productivity can come in every form, including enhancing your use of grammar. Ever had an argument with a colleague about the commas in a sentence like the following? The battery pack gives you several options: 6 hours, 4 hours, 3 hours and 40 minutes, 2 hours and 45 minutes. Is that four options or five… Read More
The Power of Telling The Truth
What happens when you don’t deliver on your promise to a client? You tell the truth and you tell them quickly. Waiting to tell them why you didn’t deliver when you told them you would, can make them angry. Be honest about the situation. After you apologize and tell them why you weren’t able to… Read More
Expect to receive a ‘mother lode’ of referrals and you will!
Expect to receive referrals from everyone you ask and you could put yourself in a high payoff situation. Yeah, you might be afraid to ask for referrals for whatever your reason is. Get over it and start asking! You could receive referrals from each person you ask in the amount of 10-100 or more. Show up… Read More