Socrates, 5th century B.C. Greek philosopherFor any leader, I believe it’s a necessary to see yourself as the guide and not the central figure — this is a vital aspect to the health of the organization! To view yourself as a tutor or guide is a high calling; it’s Socrates asking questions to elicit understanding. The focusContinueContinue reading “The Socratic Method”
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What does Support look like?
Continuing on our journey through Customer Service, we now move from the section on questions to wrestle through, over to the undergirding philosophy. I love this part. Aristotle, brilliant Greek philosopher from the 4th century B.C.Support will look like someone who is willing to lead, willing to bear the good and bad news, but ultimately whoContinueContinue reading “What does Support look like?”
Why Do We Think We Can Teach About Support?
We are revolutionizing Support within FinTech. Our goal is not merely to build an outstanding product that truly serves advisors and their clients, but to serve by identifying and demonstrating true excellence in an area historically overwhelmed and under-resourced. I get joy of reading many messages of raving fans of ours. I don’t say thatContinueContinue reading “Why Do We Think We Can Teach About Support?”
Why Am I Invested in Support? Why Am I in Support for the Long Haul?
I believe in a better world. I believe in helping people, whether that’s to maximize their potential (e.g., personal trainer) or as a healing process (e.g., therapy). We live in community and need each other. I need help and you need help. That’s why I love being in Support: to help and be helped byContinueContinue reading “Why Am I Invested in Support? Why Am I in Support for the Long Haul?”
What is Support to You and Me?
In the briefest manner, support exists to help others find the path they need to take for the journey. Put in a more literal sense: achieve results they need. It is to help customers utilize the system for their desired outcome. But what happens when someone is looking for the wrong thing? I reckon it’sContinueContinue reading “What is Support to You and Me?”
Jeff Beaumont 