Distraction-Proof® Advisor Ideas

Practice Management ideas and advice to move you forward faster.

“Do I Really Have To Be That Specific?” (Distraction-Proof Advisor Idea Video #96)

Do you really need to specifically measure your business' metrics?

Whose Voices Are Inside Your Head? (Distraction-Proof Advisor Idea Video #95)

Guide the internal monologue in your head at the start of the day to ensure you focus on what will make you most productive.

Don’t Confuse AUM with Profitability (Distraction-Proof Advisor Idea Video #94)

Tracking growth by AUM doesn't give you the most accurate picture of your business' health. Focus on profitability instead.

3 Focus Points for Great Referrals (Distraction-Proof Advisor Idea Video #93)

Often advisors focus on a formula for requesting referrals rather than their own approach. Here's a better way...

Plan Your Summer Break (Distraction-Proof Advisor Idea Video #92)

You need time to refresh, relax and recharge. Plan a specific time this summer to completely disengage from work.

Keep Track of Kudos (Distraction-Proof Advisor Idea Video #91)

Even high-performance advisors need encouragement. How to find yours...

Two Fee-Success Stories (Distraction-Proof Advisor Idea Video #90)

The inevitability of decreasing fees is a myth. Here's what's happening in the real world...

When Prospects Go Quiet (Distraction-Proof Advisor Idea Video #89)

After a great prospect meeting, what should you do when prospects go quiet?

3 Steps to End Your Day (Distraction-Proof Advisor Idea Video #88)

Your work is never done. How to effectively shut down for the day.

Handling Change (Distraction-Proof Advisor Idea Video #87)

Change happens, no matter what. Will it stimulate you or crush you?