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Episodes
Tales from those on the front lines of dealing with clients. Tales of difficult clients, complex situations, relationship management - and how massive client management problems were solved, and what they learned. Largely those running agencies, but all across different professional services.
Episodes
Thursday Mar 02, 2023
Thursday Mar 02, 2023
Wednesday Feb 08, 2023
Wednesday Feb 08, 2023
In this episode, Robert Persichitte, a Financial Planner of Delagify Financial, shares a relatable adulting story of a client who absolutely hated his job and just wanted to get out of it.
This client was a pretty high-level attorney, a pretty high earner, and a very high-stress job. He wanted to retire as soon as possible. So Robert followed his usual process with the client and tried to put everything in the context of goals.
But this is where the problem came in with this client. The client gave him an estimate of about $6,000 a month in lifestyle expenses which is considered as having fun money, paying for things like groceries, and going out.
However, something common amongst high-earning clients is that they're unaware of the numbers they're actually spending. Robert then came to an actual estimate of the client's household spending, which totaled $10,000 a month. The catch is that his client was not the one in the household spending that money. He only spent about $2,000 a month, and the other $8,000 came from his wife.
At this point, Robert knew that his client's goal of early retirement wasn't possible. Robert formed a great strategy to resolve this issue, focusing on purposeful communication and subtle approaches to client management.
Watch the full episode to learn how he did it!
Wednesday Sep 07, 2022
Wednesday Sep 07, 2022
In this episode, Mark Herschberg, a Chief Technology Officer and author shares his story when he was working under “Evil Corp” (a code name for the company).
At that time, he was assigned to a company division that was working on creating a new type of video service/ video marketplace platform where viewers could watch content from movie studios and tv stations under controlled access. With this wonderful idea in mind, Evil Corp put out a press release stating their release date.
The catch is that Evil Corp wasn't very good at doing projects like this, so they decided to get a vendor to do it for them. But there’s more…The funny thing is the vendor wasn’t optimized for this project, and they wanted to bring in 2 more vendors that had the technology that Evil Corp needed.
By the time Mark was brought into the company, the project was launched. Instead of being a convenient video platform, everything was done manually by phone and email. Plus, there was a game of broken telephone going on between the 3 vendors and the internal team of the company.
As Mark said, everything was on fire, and he was there to put out the fires. By the end of the episode, Mark and Morgan talked about the essence of management, communication, and problem-solving, which could be helpful to you as well!
Wednesday Aug 24, 2022
Wednesday Aug 24, 2022
In this episode, Matthew Davis of Davis Business Law, reveals how his law firm decided to not do family law anymore because of this client-horror story.
It all started when a client came to his law firm where his ex-wife hated his guts, and she had a very good reason to because he got another woman pregnant. Still, he thought that his ex-wife was interfering with his relationship with the kids, which she legitimately was, but he wanted to be the victim in the whole ordeal.
The client kept coming to Matt, asking him to help him with his case, and Matt tried to explain to him what would happen in court and what the judge would possibly come up with in his case. Matt started to feel sorry for him, and he was pretty persistent, so Matt decided to help him.
The time came when they took the case to court, the judge was losing his temper with Matt’s client, and Matt ended up being the bad guy instead. At the end of the episode, Matt shared some interesting concepts about the drama triangle game, the grudge match, and some ways to incorporate psychology to prevent troublesome issues.
Monday Aug 08, 2022
Monday Aug 08, 2022
In this episode, Jeremy Streten, a Lawyer and Business Coaching Support, shared a story of when a client from a construction company approached to get approval to build a 30-story high-rise building in Australia.
His client was thinking of selling the property and packaging it all up to a developer for building the high-rise. However, his business partner, an architect, was caught up in the thought that he was going to earn a lot from this and actually develop and build the property himself. A third investor, who had invested 10%, was supportive of selling the property to a reliable developer.
So, two of them were on the same page while the other one was thinking of something grand. The catch is that these three guys didn’t communicate their end goal for this. They just assumed that each of them knew what they would do. Worst of all, this misunderstanding ended up in court.
As the episode ends, Jeremy shared valuable thoughts that are not only helpful in the legal profession but to other businesses as well. He also pointed out the little things we often overlook are essential in big decisions.