client service / dealing with clients

A Third Ba-a-a-ad Habit (with a Simple Fix)

sheep

Over the past two weeks we’ve taken a look at a couple of bad habits that often come into play during a first conversation with a potential client, and some alternatives that will work far better: Overcoming Ba-a-a-ad Habits That Sabotage Your Success – this bad habit addresses being way too helpful. Another Ba-a-a-ad Habit That Will Sabotage Your Success – this one looks at the bad, bad idea of answering the “how much do you charge?” question with an […]

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Another Ba-a-a-ad Habit That Will Sabotage Your Success

A week ago we took a look at the first of three ba-a-a-d habits, one that gets in the way of a new advocate’s success. I say “new” advocate because, without learning to overcome that bad habit, an independent advocate won’t be in business long enough to become an old… er…. more experienced and successful health or patient advocate or care manager. Sounds dire, right? Yeah. It’s that ba-a-ad. This week we’re going to take a look at a second

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Overcoming Ba-a-a-ad Habits That Sabotage Your Success

sheep

If I want to be a hand model, then I should not bite my fingernails. Agreed? If I stuff my face with cookies when I’m trying to lose weight, then I will probably not lose much. Right? If I can’t sleep and I keep drinking coffee, then I may be preventing myself from falling asleep. Not a good idea! Not unlike the effects of these bad habits, over the years, I’ve identified many B-A-A-D habits that stand stand squarely in

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Does Your Phone Number Match Your Location?

image of moving

We are a mobile society, aren’t we? “They” say (yes, I often wonder who “they” are!) that Americans move an average of 7 times in their adult lifetimes. Personally I’ve skewed the averages myself, having lived in 9 states, with 19 moves. I know moving! One of the big tasks we have to manage when we move is to change addresses on everything from bank accounts and bills to magazine subscriptions to holiday greeting cards. That done, most of us

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What Could Go Wrong? Managing Expectations. Establishing Boundaries

what could go wrong? imge

Mrs. Franklin is 87 years old and has several old-age-related health challenges. Although her husband died many years ago, she has lived quite well on her own since then. Her son, Jimmy, lives 800 miles away. She has no other children. Jimmy Franklin has hired you to be his mother’s advocate; to attend appointments with her, to arrange for her transportation to those appointments, and to provide feedback to him about his mother’s health, including her cognitive abilities. He reports

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