Raphael Lapin

• Understanding Client Culture

  By Raphael Lapin  |  September 1, 2011

  By methodically examining communications preferences, values, decision-making processes and management style, advisors can raise their level of service to clients.

• The Financial Advisor as Flight Trainer

  By Raphael Lapin  |  July 1, 2011

• The Differentiation Dilemma

  By Raphael Lapin  |  June 1, 2011

• Don’t Be a Robot

  By Raphael Lapin  |  April 1, 2011

• What’s Missing Is the Mission

  By Raphael Lapin  |  March 1, 2011

• The Advisor as Coach

  By Raphael Lapin  |  February 1, 2011

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  Taking the Negativity Out of “No!”

  By Raphael Lapin  |  January 1, 2011

• Lessons from a Service-Oriented Culture

  By Raphael Lapin  |  December 1, 2010

  Every once in a while, one is fortunate enough to experience something that if not life-changing, certainly provides new perspectives, generates original thinking and creates...

• Managing Problem Clients

  By Raphael Lapin  |  November 1, 2010

  Advisors are a unique breed! In addition to their core competencies, they also often need to be economists, communicators, educators, therapists and magicians in order...

• How's Your Bedside Manner?

  By Raphael Lapin  |  October 1, 2010

  While working with our healthcare clients to reduce the incident-rate of malpractice suits, we discovered that there is little correlation between the competency of doctors...