Distraction-Proof® Advisor Ideas

Here’s a simple, meaningful, and free way to show prospects what you think is really important.
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And I’m not talking about offering a complimentary second opinion. I hope you know how I feel about that.

Chances are, though, you’re going to be seated across the table from prospects who you’d love to have on board with you as clients after your initial conversation, but they just aren’t in a position to sign up with you today. At the moment, so many people are emotionally and mentally fatigued. We’ve come through two years of this pandemic. Some are concerned about their children’s schooling situation and related issues such as masking. We’re seeing carnage in Europe with this war that’s taking place. People are just weary right now.

At Ash Brokerage, we’ve got a great workbook called The Facts of Your Life. This is a comprehensive document that we are making available for download via the link in the notes. It’s a great tool to give away to show people the type of help they can expect when they choose to work with you and to demonstrate the kinds of things that you see as super valuable. This workbook includes a place to list estate documents and all of the details that next of kin need to know. There’s even a section for you to write your own obituary. You can put down details of what you want for your final arrangements and what you want your memorial service to look like. It takes all of the pertinent, relevant facts of your life and allows you to put them in one document.

Providing this workbook to these people is cost-effective (in fact, it’s free) and also lets you show prospects that whether you work together or not, you want to give them something of value. To let them know what you’re providing them, you might want to use language such as:

“I’ve really enjoyed our conversation today. And while we were talking, you reminded me of so many of our clients whom we just love working with! I totally get it—right now you want some time to think about things. I want you to leave with this workbook. We believe strongly in taking care of the super-important information it details, and whether we have the opportunity to work together or not, we want you to leave with something that’s of incredible help to you and your family.”

So, to provide value to prospects whom you’d really like to be working with,

1. Have this workbook ready . You can let them know, “It’s an Ash workbook that we strongly believe in for anybody, whether they work with us or not. We want you to have it.”


2. Get familiar with the workbook yourself. Download it and look through the details. Maybe there are some i’s that you need to dot for yourself.


3. Have language ready for your prospects.. Let them know that you value them, that you value this situation, and that you are giving this workbook to them because want the best for them, whether they come on board with you or not.

Show propspects what matters most and let them leave keeping you top of mind.

I look forward to bringing you another Distraction-Proof Advisor Idea next week.