Ross Levin

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No Such Thing As Bad Clients

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As much as we might want to, we can’t fix some clients.

Meditations And Emergencies

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Sometimes the greatest thing you can offer your clients and employees is your ability to keep calm and keep perspective.

The More Things Change…

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Robots and technology won’t change the fundamental things about your business, no matter how fast change happens.

When Clients Misbehave

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We do better when we look at the reasons why they do.

When To Part Ways With Clients

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Sometimes it’s better to ease a transition if clients want to leave you.

When The Elderly Change Spaces

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Choosing an eldercare facility is fraught with challenges, but the hardest is making the clients feel they are making their own choices.

Great Expectations (And Wrong Ones)

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The client experience shouldn't turn on investment performance.

Peering Into The Unknown

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Succession planning means planning for the unexpected.

When Clients Don’t Follow Our Advice

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When they take their own path, we should try to help them go forward with the least amount of damage.

What’s Real And What’s Fake In Planning

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A character from a famous romantic comedy helps us unravel what’s real and what’s not in financial advice.

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