Being thankful… little things make a big difference.

November 25th, 2014

beer1Every year at this time, blogs, social media sites, newspaper editorial sections and e-newsletters are filled with heartfelt sentiments about being thankful. And as business owners and managers, there are certain things we should all be thankful for…

  • Our clients… without whom we wouldn’t even have a business.
  • Our employees and co-workers… who deliver on our promise to our clients every day and make coming to work pretty darn enjoyable.
  • Our families… who understand the commitment we’ve made to our businesses and support us when we work late (far too often) or have to be away from home on business.

But beyond those three things that we give thanks for every day, there are a few other things I am thankful for in helping to make my business successful…

Continue Reading…

Giving gifts to clients… is it good business?

November 18th, 2014

alex2My son, Alex (see photo), is a senior finance major at the University of Tennessee. After interning this past summer in the wealth management division of a large bank, he stayed on and has been working there this semester. He’s been very fortunate that one of the senior executives there has taken him under his wing and been a good mentor to him.

Alex was home this weekend and we talked about his boss/mentor. A really interesting lesson that Alex took away from him was the regular giving of gifts by his boss to his clients… and not just at the holidays, but all year round.

That got me to thinking about our industry… Is gift-giving (outside of December) a common occurrence? Should it be? Does giving gifts help to build relationships? Or guarantee a client’s on-going patronage?

Continue Reading…

10 Website Tips for the New Year

November 11th, 2014

NY3At this time of year, some firms will take on the gargantuan task of rewriting and redesigning their website to help kick-off the New Year. But most won’t. If that describes you, it’s still a good time to step back and take a critical look at your website to make sure it’s as good as it can be.

To help get you started, here are 10 [pretty easy] website tips that can help enhance the effectiveness of your most important marketing tool:

Continue Reading…

Why take that meeting? Because you never know…

November 4th, 2014

coffee-smallI took a road trip to Atlanta last week… to make a few sales calls and spend some time with two of my remote employees. I also met with a couple of industry contacts (who I know only through LinkedIn) who would never be a client, a vendor or a partner.

So why bother? Why take a meeting and spend the time when there’s no “value” in it? Answer… because you never know!

Continue Reading…

We'd love to chat