Author Archives: Dan Smaida

The 3 Most Underrated Screens in Online Meetings

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Advisors, are you using the most powerful screens in your online meetings? There are a lot of different screens you could show in your next online meeting. Some of them are overrated, some are underrated, and some are properly rated. In this article, I’ll distinguish between screens, and discuss the value (or lack thereof) in […]

What Advice Do Clients Value Most?

The Value of Unsolicited Advice is about two cents.

Have you ever heard someone say, “This is just my two cents’ worth, but…”? When you hear this phrase, what does through your mind? Are you looking forward to what comes next? Or bracing for it? The phrase, “two cents’ worth” (or “two cents”) first appeared in the New Testament as an example of commitment […]

The First Assumption that Hurts Client Relationships

Don't assume!

About ten years ago, I hurt my knee playing basketball. Having torn an ACL in my twenties, I recognized the familiar “pop” – I was fairly sure I had done it again. My regular orthopedist was not available, so I made an appointment with a different doctor at a well-respected clinic. The doctor (let’s call […]

It’s Time to Rethink Your Meeting Collateral

Dear Marketing and Sales Enablement, Thank you for all the great stuff you’ve provided us over the years. We really appreciate all the data on the specifications, features, and benefits of our offerings! Keep the testimonials and customer success stories coming! We love the way you support our events! But let’s face it, you’ve always […]

The Second Assumption that Hurts Client Relationships

assumptions are traps

I was at a friend’s house for dinner the other night, and I asked my hostess, “Do you please have some ibuprofen I could use for my back?” “Sure,” she said, “How many do you need?” “I usually take four.” My hostess went to the bathroom and came out with a paper cup containing…two ibuprofen […]

The Third Assumption that Hurts Client Relationships

the third assumptive trap

Click here for the First Assumption and the Second Assumption. Here’s a (non-autobiographical) tale about the Third Assumption that happened several years ago, but remains timeless: Once upon a time, I introduced my friend Laura to my friend Chris (fake names!). Laura and Chris dated casually at first, then more seriously, then very seriously. They […]

How to Avoid Typical Advisor Syndrome (TAS)

Avoid TAS

True story: I recently sat down to work with an advisor who was planning for an initial meeting with a prospect. When I asked about what call outcomes were possible if the first meeting went well, the advisor said “of course” presenting recommendations would be the next step. When I asked why, they replied, “Well, […]

Incorporating Online Meetings into Your Practice

In the same way you’re REALLY looking forward to a haircut, a lot of people I know are really looking forward to resuming in-person meetings.  You should also be looking forward to incorporating online meetings into your practice! Why are we so eager to return to the same room? That’s easy – in-person meetings have […]