Distraction-Proof® Advisor Ideas

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This last week of the year is a great time to catch your breath and catch up so you can hit the ground running in the New Year. In case you missed them or want to remind yourself of some helpful ideas from this past year, here are our five most popular posts from 2021.

#5 – Don’t Give This Away – Part I : why giving away financial plans to entice a person to come on board as a client just sets up problems in the future.

#4 – Don’t Give This Away – Part 2 : what to say if you aren’t allowed to charge for a financial plan, but don’t want to set yourself up for future problems.

#3 – Take Control of Your Morning : use the one part of the day you typically have most control over to maximize your productivity all day.

#2 – Expecting Success Has a Cost : what to do to earn the right to expect success.

#1 – Use Words Like This to Clarify How You Help : analogies you can use today to clearly communicate how you help your clients.

Have a safe and happy New Year’s celebration, and I look forward to bringing you more Distracion-Proof Advisor Ideas in 2022!

For more Distraction-Proof Advisor videos, visit my blog directory page to link to more ideas to help you gain control, work smarter and succeed sooner.

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