Tag: Paul Kingsman

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.

The Best Way to Start Your Day (Distraction-Proof Advisor Idea Video #40)

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."

Bad News/Great News (Distraction-Proof Advisor Idea Video #36)

Great athletes and great advisors don’t blame anyone else for their mistakes because they know they are in control of their own time and actions. What are you doing to be great?

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.