Prospecting

Compassion But Not Capitulation (Distraction-Proof Advisor Idea Video #325)

Advisors often have big hearts and want to accommodate everyone. But that can be a problem.

Connecting with Clients’ Children (Distraction-Proof Advisor Idea Video #323)

Most advisors understand the importance of connecting with clients' children. However, they often overthink it. But it's easier than you might think.

Dealing with Imposter Syndrome (Distraction-Proof Advisor Idea Video #320)

Do you wonder if you're really qualified to be advising people what to do with their money?

They Look Great…But You Need to Let Them Walk (Distraction-Proof Advisor Idea Video #319)

Does it really matter if you stray from your standard process to accommodate a potentially great client?

Help for Age- & Stage-Targeted Advice (Distraction-Proof Advisor Idea Video #318)

Here's a great tool to show people you're the one to guide them through all the financial stages of life.

Gently Create Some Urgency for Referrals (Distraction-Proof Advisor Idea Video #317)

When making New Year and pre-tax season connections with clients, humbly showcase your business success and prompt referrals.

Three Words to Open a World of Insight (Distraction-Proof Advisor Idea Video #300)

Knowing some family history can give you exceptionally helpful insights into your clients' attitudes, behaviors, and desires. Easily open the door to the conversation with this simple phrase.

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.

Go Ahead and Love on Your Small Clients (Distraction-Proof Advisor Idea Video #286)

A bigger business isn't always a better business, especially if you like working with smaller clients.

Share This Tool To Show Your Value (Distraction-Proof Advisor Idea Video #284)

Get this free tool to help prospects provide their loved ones with exceptionally important details...