Practice Development

An Effective Way to Monitor Investments (Distraction-Proof Advisor Idea Video #42)

How to establish your own investment review committee and use it for your clients' peace of mind.

Don’t Be Tempted to Persuade Your Clients (Distraction-Proof Advisor Idea Video #41)

Ensure distractions don't derail the start of your day.

Show Off Your Bench (Distraction-Proof Advisor Idea Video #38)

Let your prospects see what working with you will be like.

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.