Monthly Archives: June 2014

Time Management: Sample Agendas For Meetings That Don’t Suck.

June 28, 2014 by in category Employee Engagement, Productivity, Time Management

Our second in a series on time management for meetings. In our last blog, we shared some of the practices our clients often use to create meetings that don’t suck. Today, we’ll share the systemized agendas we’ve developed over time to help organizations maintain productive meetings. Hopefully, you’ll find these useful as a starting point for […]

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The Schizophrenia of Financial Services
Customer Experience.

June 28, 2014 by in category CX, Marketing

Remember the old Oscar Meyer Weinermobile? They’d park this cylindrical spectacle at the local mall and hand out weiner whistles to the kids. It was a novelty and, most likely, holds a place in the marketing Hall of Fame. But it was for hot dogs. Not financial services. Recently, I saw a local bank with […]

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Time Management: Tips For Meetings That Don’t Suck

June 16, 2014 by in category Employee Engagement, Productivity, Time Management

Let’s face it. Meetings suck. They can suck time, suck money and they can suck energy. (And no, I didn’t just write that so I could use the word “suck” three times in one sentence.) The Time Management Cost of Meetings Many times, meetings already feel like a waste of time. Have you ever thought […]

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Here’s why customer experience matters.

June 16, 2014 by in category CX

Here’s an interesting (and robust) list of reasons why companies should be interested in building a customer-focused business. (As compiled by Return on Behavior  Magazine) Facts about customer experiences and referrals 96% of unhappy customers don’t complain, however 91% of those will simply leave and never come back – 1st Financial Training services A dissatisfied customer will […]

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Leadership must be earned. But first, it must be taught.

June 10, 2014 by in category Leadership

During one of our recent webinars, one of our attendees posed this question: “How do you handle those in management positions who push down future leaders because of their own personal agenda to be promoted?” Great question. We’d all love to think this type of manager only exists in Hollywood movies, but sadly it’s probably […]

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How To Create A Customer Driven Culture (Turning Learning Into Action)

June 3, 2014 by in category CX

If you had an opportunity to attend the Gartner Customer 360 event, your head was probably swimming (like ours) over all the opportunities to enhance customer focus for your organization and creating a customer driven culture. But it’s one thing to learn and another to take action. In this series, we provide our thoughts on […]

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