I’ve been banking at the same bank for years – have all of my accounts there, have filled out their paperwork at least a half a dozen times, and this guy calls me for a meeting to “get to know me?!?” This is an example of Corporate Relationship Deficit Disorder by a big bank that I’m hoping you’re avoiding with your most valuable relationships. Get your systems in order to get a holistic view of your relationship with your clients – that way when you do reach out, it is to add value, not to apologize, ask for info you should have had access to for years, but instead provide unique insights or independent perspective…

Influence the conversation & you’ll influence the relationship. Influence the relationship and you’ll influence the outcome you’re after!

Listen to this voicemail by clicking on the audio player below…

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