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Saying These Nice Words is a Mistake (Distraction-Proof Advisor Idea Video #203)

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Telling clients you’ll be available anytime they need you is asking for trouble.

  1. Set expectations with prospects before they even come on board: clarify that your clients regularly talk to your assistant, rather than you, to get day-to-day help they need.

  2. Listen carefully so you can identify prospects who are likely to pressure you for more of your time than you are willing to give. Be very clear about how you work, and if they don’t agree, recognize the relationship won’t be a great fit, and move on to more ideal prospects.

  3. If prospects agree to work with you your way but start to demand more once they are on board, address the issue with them quickly.

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Paul Kingsman

Paul Kingsman

Paul Kingsman is a sought-after expert on how to be distraction-proof. Through his speaking, writing, and coaching, he teaches financial services professionals how to maintain focus and take practical daily steps to successfully grow their businesses and achieve outstanding long-term results. To find out more about Paul and how he can equip you or your team to achieve your own outstanding results, visit PaulKingsman.com.

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