Communication

Don’t Open the Door to Strangers (Distraction-Proof Advisor Idea Video #288)

When you ask prospects what they're hearing from their advisors, you unnecessarily invite those advisors into your conversation and immediately risk losing control.

You Are Not Different – Stop Saying You Are (Distraction-Proof Advisor Idea Video #283)

Advisors often deliver similar services. Instead of worrying about being different, describe who and how you help.

Easy Low-Cost, High-Yield Returns (Distraction-Proof Advisor Idea Video #282)

When you're talking with people about what their future could look like, bring some excitement to the conversation and genuine enthusiasm about how you can help them get there.

It’s Tax Time – Do This Now (Distraction-Proof Advisor Idea Video #278)

Tax time's approaching. Here's how to be most helpful to the CPAs you're working with as well as show your clients you have them top of mind.

Don’t Wait for a Silent Night (Distraction-Proof Advisor Idea Video #273)

Just like the original Christmas, things are hardly "all calm and bright" at the moment.

Hesitating Over Pre-Holiday Calls? (Distraction-Proof Advisor Idea Video #269)

Make your pre-holiday client calls easy.

Bad Behavior Will Not Be Tolerated (Distraction-Proof Advisor Idea Video #268)

Unruly clients are a bigger threat to your business than you might think.

‘Tis the Season Not to Procrastinate (Distraction-Proof Advisor Idea Video #267)

Here are details of everything you need to take action now to meaningfully connect with clients before the holiday rush.

3 Illustrations To Help Grow Your Business (Distraction-Proof Advisor Idea Video #266)

We think in pictures, so take advantage of this.

Ideas for Holiday Greetings (Distraction-Proof Advisor Idea Video #264)

This holiday season, show clients you're thinking of them and you care about the community.