ACE Your Client Relationships

The top way to reduce your anxiety is to consider the needs of someone else! Colorado Gives Day is a concrete way to express your gratitude:

If anxiety is the #1 mental health issue faced by 18% of the adult population AND we’re moving into the most stressful season of the year—then it shouldn’t surprise you that 1 out of 5 of your clients/stakeholders/employees is anxious!

Your brain is like Velcro for negative experiences and like Teflon for positive ones—even though most of your experiences are probably neutral or positive….
-Dr. Rick Hanson in Mindful Money, Nov 2014, p. 21

At this month’s Financial Planning Association meeting, Susan Zimmerman, financial planner and Marriage and Family Therapist, shared insights richly applicable to financial planners and business owners alike! Most invaluable is her astute understanding of key frameworks--and even specific language--to keep conversations progressing productively.

What to say:

Zimmerman suggested that if you want to ACE your client interactions, consider using the Ask, Confirm, Encourage framework to move an exploratory conversation forward. True listening happens when we (more…)

ACE Your Client Relationships is available on American Business Advisors Small Business Consulting Firm


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