Beyond Metrics Consulting, OPC’s Post

Delegation Myths: Is Handling Everything on Your Own Really the Best Approach? Swipe through to discover the truth behind common delegation misconceptions and how it can transform your business! Begin delegating effectively with the support of a Virtual Assistant today! #DelegationMyths #VirtualAssistant #SmallBusinessGrowth #ProductivityHacks #BusinessTips

When we consider the most suitable strategy for client conversations, we need to ensure that we have asked sufficient open ended questions to understand what is happening within the relationship parameters of that family circle.   Often moving quickly to asking more specific questions pivots us down a narrow path leaving behind important topics we may have inadvertently sidestepped.   Returning back to the broad open ended questions permits the client to add something they may not have been comfortable to address at the first conversation. And that opens up your opportunity to explore other topics with direct questions.   Looping back- a simple technique to learn more and gain the confidence and trust of your client. If you need help navigating these complex issues, please don't hesitate to reach out: https://lnkd.in/gr8EyKhy   #FEA #collaboration #familylaw #separationagreements #changecatalyst #familyoffice #businessadvisory #consensualdisputereadiness #traininganddevelopment #NextGen #familybusiness #humancapital #consultingservices #financialadvisors #disputeresolution #successfulstrategies

Building trust through action, precision, and clear communication. From start to finish, we keep our clients informed every step of the way. 📄🤝 #ClientTrust #ClearCommunication #CaseUpdates #AttentionToDetail #LegalExcellence #BuildingValue

🌪️ In the fast-paced world of business, it's easy to get lost in the whirlwind of tasks and deadlines. But taking the time for regular 1:1 meetings with your direct reports can be a game-changer. 🚀 We recommend having 1:1 conversations with your direct reports at least once a month. If you need help structuring a 1:1, drop a comment below! 💬

Trust, honesty, and transparency are the core foundations of any lasting partnership. Openly communicating any progress and even failures to both clients and virtual assistants helps foster a relationship that is built on integrity and commitment to business success.   Curious about what we can do together? Book a call here: https://bit.ly/RScall Noemi David #businessgrowth #companyculture #clientsuccess #accountabilityiskey#transparency #successmindset #businesspartnership #clientcommunication #outsourcingservices

So, we've all been in countless business meetings where opinions clash, agreements are reached, and clarifications are needed. And let's not forget that one person who loves to interrupt. Embrace these moments for what they are - opportunities for growth and learning. #BusinessMeetings #CommunicationSkills

Small talk can be used as a "picture frame" around business conversations. It is essential to carve out time, at the start and end of meetings to catch up and foster business friendships. #SmallTalk #BusinessFrienships

Prioritize one-on-one meetings with your team to understand their progress and concerns. 💯 Clip from a consulting meeting with a client. #BGST #BuildingGreatSalesTeams

Most financial advisors' meetings are underwhelming. They typically include a mix of small talk, dialogue, fact-finding and a less-than-riveting display of numbers and charts. It's the main reason why prospects leave your office and don't respond for months (if ever), despite the fact that they need help. And you knew you could help them. It's also the main reason that you won't find clients excited and eager to come to their review meetings. Sten Morgan, CFP®, ChFC® felt this in his meetings and decided there had to be a better way. He wanted to do two things: 1) Create authority and help prospective clients clearly understand the value of working with him 2) Create urgency by highlighting big problems that actually inspire clients and prospects to act Doing that required becoming a master communicator. And, there's one communication superpower he developed that does both. In this episode, Sten shares how he's leveraged the power of communication to create a meeting experience where clients leave saying: "That's different than any meeting I've ever had." Listen Here --> https://lnkd.in/eeWxVvqc

Working with Family: Challenges and Insights in Building a Business Together Discover the unique dynamics of working with family and the challenges it presents. Learn how open communication, prioritizing relationships, and vulnerability can strengthen your business partnership. #WorkingWithFamily #BusinessPartnership #CommunicationSkills #BuildingABusinessTogether #FamilyInBusiness #VulnerableLeadership #RelationshipPriorities #ChallengesAndInsights #BusinessDynamics #OpenCommunication