Blog

Ideas and advice to move you forward faster.

Prioritize Who Matters Most (Distraction-Proof Advisor Idea Video #168)

When goal setting for next year, remember to prioritize what really matters most.

Don’t Get Left Behind (Distraction-Proof Advisor Idea Video #167)

Great advisors are more than simply money managers or even financial planners: they play the part of a coach.

Back to the Future (Distraction-Proof Advisor Idea Video #166)

Big goals are great - but only if you start taking action to get there. Set yourself up for tomorrow's success by taking a step in the right direction today.

Got Encouragement? (Distraction-Proof Advisor Idea Video #165)

Genuine encouragement is powerful. It's also surprisingly rare.

Don’t Be Too Quick to Judge (Distraction-Proof Advisor Idea Video #164)

Body language isn't always clear. Sometimes people look unhappy or disengaged, but they're really thinking deeply about your words. But sometimes people's negative body language really is communicating displeasure with what you've said.

Picture Your Clients (Distraction-Proof Advisor Idea Video #163)

A photo can help you ensure your clients know they are way more than just an account number to you.

Your Single Q4 Project (Distraction-Proof Advisor Idea Video #162)

Make the most the time left this year by starting to implement a major structural improvement to your business now.

Should You Demand All or Nothing? (Distraction-Proof Advisor Idea Video #161)

What do you do when a prospect thinks diversification entails using multiple financial advisors?

Words That Win Business (Distraction-Proof Advisor Idea Video #160)

When prospects tell you you're one of several advisors they're interviewing, don't get upset. Just be ready with language like this that illustrates how you're different from the competition and keeps you top-of-mind.

Deliver Like Don (Distraction-Proof Advisor Idea Video #159)

Be like Don: taking care of the details, in ways no one else may think of, to deliver phenomenal service.