Practice Development

An Easy Close (Distraction-Proof Advisor Idea Video #37)

Avoid that awkwardness when your prospects say they want to "think about it."

Stay on Clients’ Minds (Distraction-Proof Advisor Idea Video #34)

Stay on your clients’ minds (for all the right reasons), even though they may not see you for months.

Get Referred – Here’s How (Distraction-Proof Advisor Idea Video #28)

Use these simple tips to establish and grow valuable relationships with Centers of Influence to have them recommend you to their best clients.

Beware of Offering a Second Opinion (Distraction-Proof Advisor Idea Video #27)

Offering a second opinion is not the great prospecting tool you may have heard it is. In fact, it can open you up to all kinds of dangers.

Do This & Expect Success (Distraction-Proof Advisor Idea Video #25)

Have you done everything you need to deserve the right to expect success?

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.

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.

A Proven Way to Grow Client Capacity (Distraction-Proof Advisor Idea Video #3)

Being predictable may not sound exciting, but the results for your client capacity can be thrilling!

The Habits Behind the Highlights – 2016 Olympic Video Series, Episode 7

We all love to watch the Olympic highlight reels, showcasing the peak of human physical performance. But only focusing on the highlights can cause us to lose sight of the less glamorous, mundane, daily training it takes for the athletes to achieve those highlights and the daily habits we advisors need to develop to enjoy our own career highlights.