Advisor Ideas Video

My Costly Mistake (Distraction-Proof Advisor Idea Video #190)

Seemingly logical and sensible ideas can be our most dangerous distractions.

Succeed Sooner by Attempting Less (Distraction-Proof Advisor Idea Video #189)

To make real progress in your business, start doing less.

Vetting Clients’ Dissatisfied Friends (Distraction-Proof Advisor Idea Video #188)

Some advisors have been too quiet recently and their clients are unhappy. This can be a great time to grow your business with referrals from existing clients to their dissatisfied friends and family, but make sure to vet these new prospects...

Who’s Changed Your Life? (Distraction-Proof Advisor Idea Video #187)

This time of uncertainty and tension is perfect for starting the healthy habit of expressing gratitude for people who have made a positive impact in your life.

Recalibrate Now for Future Success (Distraction-Proof Advisor Idea Video #186)

With the postponement of the Summer Olympics, the world's greatest athletes are now recalibrating to prepare for future success. To ensure their own future success, great advisors are also recalibrating to the new environment we're in.

Stop Doing This & Call Your Leighannes (Distraction-Proof Advisor Idea Video #185)

Communicating with clients is vital during this challenging time, but be sensitive about what your communicating...

Work-from-Home Hacks (Distraction-Proof Advisor Idea Video #184)

Working from home, as many advisors are doing during this health crisis, is presenting its own challenges. Here are some ways to work more effectively.

Healthy Screen Time (Distraction-Proof Advisor Idea Video #183)

Even if your clients aren't venturing out, you can use technology to still have the benefit of face-to-face meetings.

Empathy, Inmates & Pinball (Distraction-Proof Advisor Idea Video #182)

All the recent angst-producing news and market volatility understandably have a lot of clients spooked. Part of your job is to compassionately listen and provide them some perspective and calm.

Master This And Keep Clients For Life (Distraction-Proof Advisor Idea Video #180)

To truly be a great advisor, you have to genuinely be interested in people.