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Staying motivated in challenging markets

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why reflecting on the positive impact you have on your clients can make you more motivated and productive.

An innovation lesson from Google

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives innovation tips for your business based on successful strategies from former Google CEO Eric Schmidt.

A small gift with lasting impact

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why gifts tied to personal, positive and memorable experiences have the greatest resonance with clients.

Abundance mindset drives top performance

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that research from Adam Grant, Wharton’s top-rated faculty member, shows that an “abundance mentality” -- including being generous to coworkers and clients -- drives success.

Structure your day for peak performance

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to organize your workday to maximize your productivity.

When prospects have an advisor

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to say when a prospect already has an advisor.

Should you dress down for client meetings?

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should tailor the way you dress to be both professional — and accessible.

A surgical strategy to boost your business

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how advisors can use checklists to ensure nothing falls through the cracks.

Use visualization to improve client-meeting outcomes

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how visualization techniques used by Olympic athletes can help meetings with clients and prospects conclude with positive outcomes.

Compensating your team for peak performance

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses compensation structures and management strategies that are proven to create incentives for peak performance.