by Sara Gilbert | Jul 4, 2022 | Uncategorized
Listen to This Article Real leaders who embody real lives – that’s what our clients need. Last year I was with my best friend, one of the people I adore most in the world, and I could see that the pandemic, the containment that came with it, was...
by Sara Gilbert | May 30, 2022 | Uncategorized, Uncategorized, Uncategorized, Uncategorized, Uncategorized, Uncategorized
Listen to This Article Client expectations changed, so your approach should also evolve… The fund company Vanguard1 recently published the results of a study on the value-added of advisors – but from the clients’ perspective. Mind you,...
by Sara Gilbert | May 2, 2022 | Uncategorized
Listen to This Article The importance of developing relationships with your clients We all know that “client relationship is at the heart of our business success”, that “what the potential client buys is us” or that “it’s not B2B...
by Sara Gilbert | Apr 4, 2022 | Uncategorized
Listen to This Article When surpassing oneself, letting go and accomplishment rub shoulders with fear, doubt, and questioning A few weeks ago, I went ice climbing, an experience I wanted to have this year. I did sport climbing for years and now I wanted to try...
by Sara Gilbert | Feb 27, 2022 | Uncategorized
Listen to This Article The new reality is not the same as old world. The virtual is here to stay. Some are very happy about it; others aren’t. As the world starts reopening again, and we’ll be able to meet clients in person, some will decide to stay exclusively...
by Sara Gilbert | Jan 31, 2022 | Uncategorized
Listen to This Article These departures affect your team AND your clients. Here’s why, here’s how. You may have seen, read or heard about the “great resignation”, the movement where large numbers of workers leave their jobs in what appears to...
