Advisor Ideas Video

Better 2021 Planning – Part 2 (Distraction-Proof Advisor Idea Video #220)

Developing a picture isn't an optional part of goal setting; in fact, it's simply too important to skip.

Better 2021 Planning – Part I (Distraction-Proof Advisor Idea Video #219)

Tap into the power of a picture, like many young swimmers did in the early 90s.

Specifics Matter More Than Control (Distraction-Proof Advisor Idea Video #218)

Focusing on what you can't control wastes time and energy. To meet your 2021 objectives, do this instead...

Backdoors Are For Wimps (Distraction-Proof Advisor Idea Video #217)

When setting objectives for next year, don't wimp out by making excuses before you even begin working towards your goals.

Tell People What to Do (Distraction-Proof Advisor Idea Video #216)

Giving prospects a range of potential next steps may showcase your depth of expertise, but what both they and you need most is for you to tell them what to do.

Use This Tool to Stay Top of Mind (Distraction-Proof Advisor Idea Video #215)

Getting yourself and your clients comfortable with virtual communication now will continue to pay off long after COVID's gone. Loom is a useful tool...

Stop Asking This (Distraction-Proof Advisor Idea Video #214)

There are two common questions I see recommended over and over, which you should definitely NOT be asking.

Ruthless Advisors Succeed Sooner (Redux) (Distraction-Proof Advisor Idea Video #213)

Succeeding sooner requires you to be both ruthlessly clinical AND wonderfully relational.

4 High-Impact Ideas for The Last 90 Days (Distraction-Proof Advisor Idea Video #212)

Stand out by taking opportunities to strengthen relationships in this last quarter of the year.

Why Second Opinions Are A Bad Investment (Distraction-Proof Advisor Idea Video #211)

Offering a second opinion can be enticing, but the next step can be more trouble than it's worth.