Advisor Ideas Video

The Key to Great Referral Relationships (Distraction-Proof Advisor Idea Video #200)

Developing great referral relationships is simple, if you just remember one thing...

Review, Rest, Recharge, Respond (Distraction-Proof Advisor Idea Video #199)

Even though circumstances this year haven't been what any of us had planned, it's no reason to abandon your goals for the year. It's not too late to get back on track if you've been distracted.

Ask Like This (Distraction-Proof Advisor Idea Video #198)

You can learn amazing things about people, if you just ask the right questions. Here are some samples...

Is What You Mean Being Heard? (Distraction-Proof Advisor Idea Video #197)

Even if what you say is right, don't assume what you mean is being heard.

The IRS’s Great Plan for Your Clients (Distraction-Proof Advisor Idea Video #196)

If clients or prospects balk at the idea of your preparing a financial plan for them, remind them they have one by default. Whether they like or not is the question.

David and Goliath, Part 2 (Distraction-Proof Advisor Idea Video #195)

No matter how strong your team is, you still have to take care of the details.

The Value of Bad Days (Distraction-Proof Advisor Idea Video #194)

Don't be too quick to forget your bad days...

Your Goal-Achieving Superpower (Distraction-Proof Advisor Idea Video #193)

A lot of people think that's the key to achieving their goals, but it's only the start. Your real goal-achieving superpower is...

True or False – Beware of So-Called Facts (Distraction-Proof Advisor Idea Video #192)

Filter what industry experts claim to be fact.

What’s Worth $2.2 Billion? (Distraction-Proof Advisor Idea Video #191)

People long to know the future so they can plan for what's coming. Advisors can provide just what people need most.