It’s to be Experienced
The fourth and final part of a series of mini-articles under the umbrella of ‘Life Lessons’ in October’s Psychology Today focuses on the idea of being open to life experiences.
Therefore, let us benefit (even if vicariously) from the comments of the contributing authors: (more…)
Whoa! The Orphan Client
When I was in the financial services industry, one of the client servicing issues I dealt with, on the insurance side, concerned what have been termed ‘orphan clients’.
Such clients came about from departed representatives, tending to fall into a category of not high priority allocation, or at least not priority follow-up. They might be awaiting a trigger for administrative staff to arrange a replacement agent. (These times were on the cusp of tighter compliance expectations.) (more…)
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Behaviour & Relationships, Financial commentary, Uncategorized
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