professionalism

Emailing to Groups – What Is or Isn’t Kosher

avoid sending spam

Last week, my neighbor sent an email to a group of almost 50 people. She asked us to donate to a specific charity in honor of a neighbor who had died because she thought it would be a nice thing to do. She wanted them all to send their checks, made out to her. She would cash them and send one large donation. There are so many things wrong with her method! As well-meaning as she was, she now has […]

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How Do You Get to (the Advocate’s Version of) Carnegie Hall?

piano player

As the punchline goes…. Practice, practice, practice! It should not surprise you when I tell you that convincing a potential client to sign a contract to work with you requires the same thing: practice, practice, practice. I hear from so many new, wannabe advocates that they just can’t get a client to sign a contract, or they just hate asking for money and oh – yes! I do understand that!  Making those requests can be quite uncomfortable when doing so

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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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