professionalism

Document, Document, Document

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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

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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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How Your Voice Can Ruin Your Practice

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“Oh honey! Let me see if I can button that for you!” Those were the words I heard on a recent visit to see a friend in an assisted living center. Then I watched “honey” cringe and roll her eyes… “I am NOT a child!” she snapped. “Elderspeak,” the tendency of younger people to speak to frail-appearing elders in a tone of voice not unlike baby talk makes me cringe, too. Hearing such baby talk to an older adult goes

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Comment on Blog Posts and Articles

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cropped shot of man working with laptop on couch

One of your goals as a business / practice owner is to be sure your name becomes synonymous with excellence and expertise.  That’s true whether you’re talking about excellence and expertise for current or potential clients, or fellow advocates and care managers. This concept supports your reputation and branding, the professionalism of your work, and the marketing of your abilities. One way you can make your name known is by intelligent comment on other people’s blogs and articles. When you

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