SubscribeI discovered that a friend and colleague, Simon T. Bailey of the Brilliance Institute, is on an assignment with Sterling Savings. Formerly with Walt Disney World Resort and the author of
Release Your Brilliance: The 4 Steps to Transforming Your Life and Revealing Your Genius to the World.
It seems that 'surprise and delight' is a great tactic for strengthening borrower relationships so I gave him a call.
Listen to this 12 minute podcast to find out how and why:
Linda Keith CPA Interviews Simon T Bailey of the Brilliance Institute Mar 09.mp3
Let's have a contest! Share in the comments a great idea to 'Surprise & Delight' your borrowers. We'll have a drawing after we get at least ten of them, so make sure your friends and colleagues play, too! If you win you'll receive a set of our hot-off-the-presses tax return analysis manuals with the updated 2008 forms!
WOW...that is a $390 value! Did I type that out loud??? You do not, however, get the banana!
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