Communication

Maximize This Resource (Distraction-Proof Advisor Idea Video #262)

Maximize this valuable resource in your business, your personal life, and the lives of your clients.

Watch Your MO (Distraction-Proof Advisor Idea Video #261)

Don't automatically assume people are acting with malicious intent or out of ignorance...

Make It About Value, Not Price (Distraction-Proof Advisor Idea Video #259)

If you offer a solution to people's problem, the price you charge for what you do becomes a non-issue. Keep people focused on the benefits they can expect to experience when they work with you.

Don’t Give This Away – Part 2 (Distraction-Proof Advisor Idea Video #257)

Last week I said that you are doing your clients a disservice if you don’t charge for doing a financial plan. But some of you are not even allowed to charge for doing a financial plan. So, what are you supposed to do?

Habit Trumps Passion (Distraction-Proof Advisor Idea Video #244)

Most people think the secret to success is passion. They're wrong. Use the real "secret" to maximize your interactions with clients.

Give People a Vision (Distraction-Proof Advisor Idea Video #243)

Often when meeting with people, advisors spend a lot of time telling about their own credentials and experience. A better approach is...

How To Tell Clients You’re Full (Distraction-Proof Advisor Idea Video #241)

If you keep taking on clients when you've reached capacity, your service and reputation will suffer. Here's how to tell clients you're full...

Don’t Hound Prospects (Distraction-Proof Advisor Idea Video #236)

You can easily turn prospects off with too much attention.

Stop Flirting with Procrastination’s Mom! (Distraction-Proof Advisor Idea Video #235)

Waiting until it’s perfect can actually be code for simple procrastination. Stop waiting!

You’ll Be Asked This – Don’t Waste It (Distraction-Proof Advisor Idea Video #234)

When clients ask how you're doing, tactically describe what you've been doing to equip them with words to easily refer you to others.