Client Servicing

The Right Way to Start Client Relationships (Distraction-Proof Advisor Idea Video #29)

Get relationships off on the right foot by telling clients you’re NOT always available to them.

How Are You Answering Clients’ Biggest Question? (Distraction-Proof Advisor Idea Video #23)

No matter what they verbalize, new clients’ biggest question is always, “Can I trust you?” Take these three simple steps to quickly build that vital trust.

Get Clients Hooked on a Feeling (Distraction-Proof Advisor Idea Video #21)

Feelings are powerful motivators - not only for you, as an advisor, but for your clients, too. Get them hooked...

Ways To Show Clients You Value Them (Distraction-Proof Advisor Idea Video #18)

Create memorable events to stay top of mind with your clients so someone doesn’t steal that spot.

Pass or Fail: Every Meeting Counts (Distraction-Proof Advisor Idea Video #16)

Are you sure you’re making the most of every opportunity to grow your business?

This Sloppy Mistake Will Cost You (Distraction-Proof Advisor Idea Video #15)

If you’re not paying attention, you can easily slip into this costly bad habit.

Say Thank You (Distraction-Proof Advisor Idea Video #7)

Here's a simple way to stand out from the crowd this holiday season with the timing of a simple "Thank You."

Follow Through Like This (Distraction-Proof Advisor Idea Video #6)

Many advisors fail to recognize the importance of this last, vital step to successful client meetings.

Get Personal (Distraction-Proof Advisor Idea Video #5)

Great advisors get personal with the people they work with. Here's an easy way to learn valuable information about what matters most to your clients.

Protect Your Time: Schedule Ahead (Distraction-Proof Advisor Idea Video #4)

Give your client peace of mind and yourself more time!