Advisor Ideas Video

More Isn’t Always Better (Distraction-Proof Advisor Idea Video #240)

If you have all the business you can handle, taking on more clients risks everyone being unhappy.

Go Ahead – Raise Your Fees (Distraction-Proof Advisor Idea Video #239)

If you're providing great service and meeting clients' important needs, don't hesitate to charge a premium price for your services...

Know Which Clients Provide Most Value (Distraction-Proof Advisor Idea Video #238)

Unless you know who your most profitable clients are, you'll waste valuable resources chasing non-ideal prospects.

Tools to Maximize Q2 Results (Distraction-Proof Advisor Idea Video #237)

Q1 is done. Do you know what your Q2 results will look like? You will if you use these tools.

Don’t Hound Prospects (Distraction-Proof Advisor Idea Video #236)

You can easily turn prospects off with too much attention.

Stop Flirting with Procrastination’s Mom! (Distraction-Proof Advisor Idea Video #235)

Waiting until it’s perfect can actually be code for simple procrastination. Stop waiting!

You’ll Be Asked This – Don’t Waste It (Distraction-Proof Advisor Idea Video #234)

When clients ask how you're doing, tactically describe what you've been doing to equip them with words to easily refer you to others.

A Lesson from Shake Shack (Distraction-Proof Advisor Idea Video #233)

How you make your clients feel is as important as the professional advice you provide.

Getting Above the Noise (from Down Under) (Distraction-Proof Advisor Idea Video #232)

Achieving long-term goals requires getting above your daily swirl.

Are Your Clients Prepared for the Inevitable? (Distraction-Proof Advisor Idea Video #231)

As a fiduciary, you have an obligation to help your clients with end-of-life planning. Have you sufficiently prepared your clients?