Have an “Open Door” Policy? Quick! Close it – NOW!
| | |

Have an “Open Door” Policy? Quick! Close it – NOW!

What increases productivity is the quality of your relationships with your staff and employees, rather than the quantity of time and familiarity with them. This one change — focusing on the quality of your business relationships, will boost your company and staff to the top in leadership skills.

Lost Deal Due to Small Team Size
| | |

Lost Deal Due to Small Team Size

An interesting sales challenge from one of our clients… I have lost in the finals on 3 consecutive retirement plans —$12 million 401k, $5 million 401k plan, $10 million Defined benefit Plan. Each CFO/HR VP said essentially the same thing: They loved my fiduciary notebook. They thought that I could best communicate to their employees about…