Distraction-Proof® Advisor Ideas

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

Words That Hamper Rapport (Distraction-Proof Advisor Idea Video #330)

In discovering prospects' attitudes and desires related to money, we often use the phrase, "Tell me...." While the intention is good, using these words can unwittingly create a barrier to rapport and trust. Instead...

The Value of Bad Days (Distraction-Proof Advisor Idea Video #329)

I don't know anyone who likes having a bad day. But we all have one occasionally. So, turn those lousy days to your advantage.

Simplify Surprising & Delighting Clients (Distraction-Proof Advisor Idea Video #328)

How do you surprise and delight your clients when you're slammed? It's simpler than you might think.

Stop Using This Word (Distraction-Proof Advisor Idea Video #327)

Whether your firm allows you to charge for financial plans or not, never give a financial plan away for free.

Don’t Unwittingly Impede Colleagues (Distraction-Proof Advisor Idea Video #326)

When you bring a new advisor onto your team, don't hamstring them with this title.

Compassion But Not Capitulation (Distraction-Proof Advisor Idea Video #325)

Advisors often have big hearts and want to accommodate everyone. But that can be a problem.

Small Steps for Big Success (Distraction-Proof Advisor Idea Video #324)

Taking small, sometimes even seemingly inconsequential steps consistently is the key to making miles of progress. What does this look like for you, as an advisor?

Connecting with Clients’ Children (Distraction-Proof Advisor Idea Video #323)

Most advisors understand the importance of connecting with clients' children. However, they often overthink it. But it's easier than you might think.

Where To Spend Your Time and Money (Distraction-Proof Advisor Idea Video #322)

What's more important, spending your money and time on credentials or marketing?

Who’s In Your Corner? (Distraction-Proof Advisor Idea Video #321)

We all need someone in our corner. Who listens to, supports, and encourages you?