I’m working with a business owner who wants to grow his company without burning himself out. I asked him, “If you were giving yourself advice based on last year, what would you tell yourself to keep doing — and what would you tell yourself to stop doing?” That’s when he stopped talking about tasks and started talking about patterns.

“In a perfect world, what do you actually want your role to look like a few years from now — and what do you not want it to include?”

What really matters to him goes beyond growth and making more money. It’s building a business strong enough to hand to his kids one day — if they want it — but not at the cost of being there for the everyday moments with his kids, compromising his health, or sacrificing the relationships that matter most right now.

How long have you had that brown spot on the ceiling.  Through questioning I found out it had been there since the last storm but his long distance girlfriend was coming to his house this weekend and he had a big dinner and proposal planned.  His intent was to have a safe home they could live in in the future.  We got the roof fixed and ceiling painting.  Hopefully Monday I will get a call telling me she said yes.

In residential real estate we often get to the scenario where the clients have said "We love this house and want to write an offer, but want to sleep on it tonight." To which I said, "If you sleep on it tonight, are you willing to miss out on negoitating a contract that could secure this house for you?" Most clients don't remember that an offer is NOT an accepted contract and time is of the essence. I then followed by "If you don't even get the opportunity to offer on this house, how will it affect your plans?" Their Commander's intent was that they wanted to be in a particular school district well before the start of the school year. With inventory low and not many houses fitting their criteria, it was critical for them to move on something that was a great fit. Good news: they offered and got it!

In the merchant service industry, seven of the ten most common suppport issues is related to funding. The question I ask potential clients is "How do you take payments now?" They don't anticipate that explaining how their current payment setup is the most important information I need to know because they don't know that I have many solutions for them. By understanding how they take payment currently, I'm able to provide the correct curated solution for what they need, as well as any additional ways to take payment they do not already. But once they are a client, the simplest question I can ask them is "How are you doing?" Many merchant service companies are moving away from personalized support, either sending clients to calls oversaes or using AI chatbots to solve issues. I get to know my clients personally, because from discovery call to active account, I am the direct point of contact for my client. Many business owners don't realize that what truly matters to them is having a merchant service provider who is a partner that as there to grow with them as their business scales up, and at Wingman Payments, we've got your six!

In Catering there is usually other reasons why they are having something catered. Kim told me she didnt want to cook and be busy during the part that is why she wanted the party catered. After going over the menu Kim got emotional andI asked if she was ok and was ther anything I could do and she told me I was doing it by taking over the catering I was allowing her to spend time with her son who was leaving for basic training for the military the next day. She just wanted as much time with him as she could have before he left.