Are you using digital media as a building block for sales❓

When I am not traveling for work, mornings find me walking up to Mount Tabor Park in Portland, OR, an amazing urban landscape of huge trees and quiet trails. Near one of the park entrances, a rock wall is being installed. The landscape crew, now about halfway through the project, is working at moving huge […]

💖 Make kindness part of your customer experience

My father made kindness his life. For much of my adult life, he volunteered in food kitchens, manned the master gardener booth, painted signs, led scout groups, cleared park blocks, and gave out free rides to those in need. His heartfelt acts of kindness were commonplace. (Though, it’s unlikely he would have named them as […]

Will robots rule the financial services industry?

Daniel H. Pink wrote one of my favorite books, A Whole New Mind, way back in 2006. And he absolutely knew the answer. No. And yes. There are many interesting tidbits of research in the book. Perhaps the most relevant to our world of financial services is his admonition that the talents associated with the […]