client service / dealing with clients

He’s In the Room and Has a Name

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doctor, patient, advocate

My childhood best-friend’s father, Ed, was in his late 70s when he began to deal with difficult medical problems. A cancer diagnosis led to surgery, chemo, myriad tests and treatments…. and, of course, many doctor appointments. His daughter, Janet, was a stalwart advocate for her father, driving 90 minutes each way, week-in and week-out for years. She attended all her father’s appointments, took notes, asked questions, filled prescriptions – in short, all those things we do as advocates, which many […]

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Ask for the Money

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handout

It sounds like a simple task, doesn’t it? And yet, in all these years, I have found that the lack of ability to ask for money is one of the most consistent barriers cited by those who either decide not to open an advocacy practice, or those who fail after hanging out their shingles. In my last post I wrote about a non-solution – creating a non-profit organization. So many who want to be advocates but don’t want to ask

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Document, Document, Document

3 Comments / 3 minutes of reading
documents

From your first contact with a potential client, whether it’s by phone or in person, keep track of what you learn and what you’ve promised. When you get started, you may think, “Why do I need to write down every detail? I can remember what I told him!”  But what if the prospective client doesn’t call you back for several weeks? Or what happens the minute you have a second client with similar needs? Even if it’s just an inquiry

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Help Your Clients Save Money on Income Taxes

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Here we are in the midst of income tax filing season. Those very organized among us have already filed their taxes. But most of us are either working on them, or are thinking about working on them, or are thinking that in a few days we’ll begin thinking about working on them…. So let’s take a momentary detour to talk about how you, through your advocacy practice, can be marvelously helpful to your clients, providing them with information about how

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Always Always Your First Response

2 Comments / 3 minutes of reading
backtrack

This is one of those tips that you’ve always known to be true. You just hadn’t thought about it so… well… pointedly. I was thinking about it because recently I found myself having to backtrack to make it work. Fortunately the opportunity to backtrack was available because I was replying to an email. Thank heavens I had not vocally inserted my foot! I had a second chance. What did I have to do? What required backtracking?

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