Welcome to 2024!  So, what is the action plan for this New Year? Why not start the year off with a bang? It’s a new year, the time to review upcoming prospects that were waiting to potentially come on board.  Why not get those meetings finally confirmed and start moving forward with these new and exciting prospects! Potential clients are looking to get things right this year. It’s a great time to review how you can be of service. Ensure to talk around the areas that have been a struggle during the previous years and this will be a great time to review what their objective is for...

 “Where are you at today for annual set goals?”  A question to ask yourself in order to set the plan in motion for the fourth quarter.  What will be some of the challenges heading into the fourth quarter? Finally, you will need to find creative ways to not get distracted by people taking vacations and encouraging these key prospects to speak with you. As you sit down and review your targets don’t forget about the most important aspect, how will you be able to execute?  What plan do you have in motion to move you closer to your goals, execute and close your sale? People can get lost...

Relationship Marketing is all about cultivating lasting connections with your customers. Instead of chasing one-time sales, it’s about building trust and loyalty through exceptional experience and personalized service. Let’s dive into the importance of focusing on Relationship Marketing Internally, so we can continue to drive value for customers externally. Let’s explore the importance of treating your employees as internal customers. Your employees are the backbone of your organization, with that being said, here are some ways an employee can continue to succeed: Satisfaction: A happy team is your secret ingredient to success. Motivation: Inspired employees bring that extra sparkle to both your inside, and outside connections. Involvement: When...

No one wants to fall victim to fraudulent letters or scams and with today’s technologies, these cons can arrive in a number of ways, whether that be through direct mail or email. These letters sound convincing as they can impersonate an attorney, financial institution, or government agency. It is best to be cautious, especially when receiving unexpected communication, and learn how to detect warning signs. It is always a good practice to take a second look at an official letter or email and never click on the link provided or respond to a phone number included, even if your initial take is that the communication is real. If...

Whether tackling a new project or simply performing a routine practice, it is best to always assess if you have the proper resources to complete the task. Evaluating what you have at your deposal and how you can use these resources is key to be successfully in your goal.  The first step to complete while beginning a new project is to assess the resources you have at hand. This can be anything from materials and supplies you can use or any documentation and instructions at the ready. Once you have a realistic idea of what resources you have at your deposal, you can begin. It is best to...

As a business grows, so do the requirements of a business and its employees. Outsourcing these needs are beneficial as it allows a business to set focus on future growth, development, and goals. Some may be hesitant to outsource what would typically be considered “in-house” responsibilities but the first step when choosing to outsource these needs is to find a quality provider. Research any potential partners, look for how long they have been in their practice and whether they are willing to give client references. Both of these methods are great ways to find out if a potential partner is knowledgeable, open, and professional. Once an organization has...

The day-to-day processes of your business can be disrupted when client information is not kept up to date. It is best to have regular reviews of such materials as it only takes one miscommunication to a client to cause confusion. To maintain a professional and reliable relationship with your company’s patron, the process of updating client information should start internally. The first step to updating client information is to look at your past communication logs with your client. These logs might include phone calls, emails, or physical documents. There may be conflicting communications that you have received from different client contacts, so it is best to make notes...

A core part of human resources management is being on top of employee engagement. Disengagement is a common risk, which is why it is important for leaders to identify signs of engagement versus disengagement and how to improve the latter. Individuals engaged in their work may be optimistic, selfless and solution-oriented. They may go above and beyond what is expected of them and show a consistent passion for learning. When credited with praise, they pass that credit along to other team members. When they are in the wrong, they are accountable and accept constructive criticism.   Disengaged individuals tend to be pessimistic, self-centered, negative and egocentric. They may...

The very first email was sent in 1971, and since then the world has grown to use email as an effective means of communication in the workplace. Over 300 billion emails are sent daily, with the average worker receiving 121 emails per day. With so many emails going back and forth, its important that the message you are sending stands out from the rest so it can be noticed, read, and actioned as needed. Tailor you email to your audience – Before sitting down to write out your email, spend some time thinking about the recipient and what kind of communication they would expect. You might need a...

Acknowledging and rewarding an employee’s good behavior is a great way to increase motivation, improve performance, and retain top talent. Recognition comes in many forms, but when looking at ideas for rewarding your team, why not give extrinsic and intrinsic motivators a try? Extrinsic rewards are tangible motivators, like offering pay raises, bonuses, and benefits. Monetary benefits can instantly motivate some employees to work towards the reward, especially since money directly impacts one’s quality of life. As nice as they seem, these kinds of rewards tend to have short-term effects, and can be costly if expected to be continuously given.  This may also be difficult for some smaller...