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Month: February 2022

Why Leading with Curiosity Works Best to Preserve Families and Perpetuate Businesses with David Specht

#014 — Focusing on people over product, including being genuinely curious about even the non-obvious influences on the decision-making process, leads to creating client relationships that last for generations. Family-business expert David Specht is the Director of the Drucker School Global Family Business Institute. He says advisors need to understand that curiosity trumps credentials when bringing lasting value to client relationships.

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How to Replicate Your Ideal Clients – Client Advisory Boards with Stephen Wershing

#013 — Specifically asking clients for referrals doesn’t work. However, your ideal clients know exactly what they like most about you and can highlight what you need to focus on most to grow your business with clients you love working with. Client advisory board authority Steve Wershing discusses how to create and leverage a client advisory board to gain valuable insights that lead to business growth.

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