Prospecting

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

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

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.

Master This To Keep Clients For Life (Distraction-Proof Advisor Idea Video #24)

This key approach makes you invaluable to your clients so they want to stay with you for the long-term.

Crush the Credibility Issue (Distraction-Proof Advisor Idea Video #11)

How do you gain prospects' confidence when you don't have a long-term track record to point to?

Choose Your Words Purposefully (Distraction-Proof Advisor Idea Video #10)

When you meet with prospects and clients, your words matter. Don't leave what you're going to say to chance or figure whatever comes out will be close enough to what you meant to say.

Quickly Connect At Your First Meeting (Distraction-Proof Advisor Idea Video #9)

A first meeting with a prospect is a lot like a first date. You want to impress, but not necessarily commit yet. What should you say?

Effectively Answer “What Do You Do?” (Distraction-Proof Advisor Idea Video #8)

The simple question, "What do you do?" doesn't need to tie you up in knots. Focus on these three Rs to ensure you have your elevator pitch mastered.

Referral Requests That Really Work (Distraction-Proof Advisor Idea Video #1)

Ask clients for referrals to their friends and family in a way that is easy, repeatable, and most important, leaves them feeling grateful rather than awkward or annoyed. Watch now...