Recently, I was giving my presentation, Winning in the Trust & Value Economy, to Environmental Data Resources, a Connecticut company providing products and services to manage environmental risk, when I got a great question from the audience. 

The question, if I can paraphrase, was, "If these concepts of relationship, value and consistency in the…

Female-friendly marketing is not transactional, it is relational. It involves selling less and connecting more. It shows women you are competent, empathetic and warm, and interested in more than just their assets. A successful marketing strategy is based on the fact that women are intelligent and astute consumers. It has gender appeal without stereotyping, and demonstrates that your products and services can save her time and money. Overall, a good women’s marketing plan invites her to have…

Imagine running a prosperous financial practice that consistently attracts high-quality clients. You may feel marketing is a necessary evil that takes time away from achieving your primary goals and interacting with customers; however, marketing is actually the key to building your business with clients you truly enjoy serving. Moreover, these ideal clients are excited to be working with you, too.

Are you making marketing more difficult than it needs to…

One of my first jobs was waiting tables. Working in the fast paced restaurant industry made me realize quickly the importance of good customer service. In fact, I distinctly remember a sign hanging in the kitchen that I would pass every time I headed out to greet new tables. The sign read: “A satisfied customer tells five people. A dissatisfied customer tells 20.” Back in those days, people would leave the restaurant, and I’d never hear what they said about my service and/or the restaurant.…