Accelus Insights:
The Leadership Narrative

Clutter was the subject of Life In First Person a couple weeks ago. I shared this observation: “Others of us are oblivious to the amount of clutter we have.” Oblivious? Yes, we can all get used to that mess of a desk or the disorganized closet, yet deep down inside...

Fifth Article in the Series: Efficiency and Productivity In our ongoing analysis of your client list, likely the most challenging conversation will be the one involving the Big Hitter Client. The Big Hitter Client is a great revenue producer. But at times, they can cost you more than the revenue...

Last week I attended Bob Veres’ Insider’s Forum conference in Dallas, TX. The conference addressed three primary areas of focus for financial services firms: the CEO role and leadership; the CIO role and investments; and the COO role and operations. An overarching theme of the conference was the future of...

Fourth Article in the Series: Efficiency and Productivity Continuing on with the evaluation of your non-ideal clients, we come to the No-Fit Client. The No-Fit Client does not match up with any of your Ideal Client parameters. Perhaps you inherited the client or developed the relationship prior to establishing your...

Clutter. We all have it. For some of us, we derive a feeling of importance from it. Others of us can’t imagine parting with any of it. Others of us are oblivious to the amount of clutter we have. Clutter is physical. Open that hall closet. Yes, it is the...

Third Article in the Series: Efficiency and Productivity Last week’s message introduced the concept of culling your client list and described three types of non-ideal clients. The Pseudo Ideal Client fits your Ideal Client profile on all parameters, except one. If your challenge is the second-guesser client, schedule a meeting...