Distraction-Proof® Advisor Ideas

Business-building ideas and advice to move you forward faster.

Should You Demand All or Nothing? (Distraction-Proof Advisor Idea Video #161)

What do you do when a prospect thinks diversification entails using multiple financial advisors?

Words That Win Business (Distraction-Proof Advisor Idea Video #160)

When prospects tell you you're one of several advisors they're interviewing, don't get upset. Just be ready with language like this that illustrates how you're different from the competition and keeps you top-of-mind.

Deliver Like Don (Distraction-Proof Advisor Idea Video #159)

Be like Don: taking care of the details, in ways no one else may think of, to deliver phenomenal service.

Map Out Your To-Do List (Distraction-Proof Advisor Idea Video #158)

A better way to wrangle your to-do list.

Keep Up Client Face Time (Distraction-Proof Advisor Idea Video #157)

How to use video to grow the rapport started in face-to-face meetings.

The Beginning of the COI Dance (Distraction-Proof Advisor Idea Video #156)

How to follow up with centers of influence to maximize your connections with them.

After the Introduction – What Next? (Distraction-Proof Advisor Idea Video #155)

Once you've made a great introductory connection, what next?

How to Be Quickly Memorable (Distraction-Proof Advisor Idea Video #154)

In our sound-bite world, know how to make yourself quickly memorable.

More Important Than Being Liked (Distraction-Proof Advisor Idea Video #153)

We all like to be liked. But earning respect is much more important to your business.

Picture This (Distraction-Proof Advisor Idea Video #152)

Your expert knowledge is of no use to your clients unless you can communicate it to them clearly.