Talking about religion is often seen as taboo in business. But not for some financial advisers. In fact, many of them argue that it’s crucial to speak with clients about their religion or spirituality, as a way to gain a full understanding of their financial goals. …To be sure, religion […]
Monthly Archives: September 2011
3 posts
Some more about starting with the Other Person’s Win: When we plan to help another person Win, does it matter whether we start with Intention or Action? The MBA part of my brain is laughing at the question: “Dude — ‘Help Someone Win’ is a big enough leap for most […]
I once reminded a client, “Don’t forget the Win/Win.” In her search for new ideas for her own business, she was about to schedule meetings with a dozen or more executives in other industries to see what insights she might glean from their experiences. “I know they accepted your […]