Advisor Ideas Video

Stop “Just Touching Base!” Do This Instead (Distraction-Proof Advisor Idea Video #340)

An easy way to connect with clients and stay top of mind when you don't have anything to say

Developing New Professional Referral Relationships (Distraction-Proof Advisor Idea Video #339)

You want to develop a great referral relationship with a new Center of Influence. How do you stand out from the crowd?

A Script for Your Scariest Scenario (Distraction-Proof Advisor Idea Video #338)

Scripts are a great tool to have in your belt because they give you conviction and confidence and free you to listen most effectively.

Make Scripts a Part of Your Daily Routine (Distraction-Proof Advisor Idea Video #337)

Scripts are a great tool to have in your belt because they give you conviction and confidence and free you to listen most effectively.

Is It Anxiety or Nerves? (Distraction-Proof Advisor Idea Video #336)

Success is never guaranteed, so nerves are normal. And they're a good thing...

Say What Matters Most (Distraction-Proof Advisor Idea Video #335)

Clients, prospects, and referral partners need to hear your conviction for what you do, how you do it, and why. Tell them what matters most.

Don’t Offer Second Opinions (Distraction-Proof Advisor Idea Video #334)

While offering second opinions on people's investment accounts is a widely-promoted prospecting tool, I say don't.

Useful Analogies Provide Clarity (Distraction-Proof Advisor Idea Video #333)

Analogies make what we're trying to say so much clearer. Here are some helpful ones...

Perspective When Facing Fears (Distraction-Proof Advisor Idea Video #332)

When it comes to talking to strangers, the fear can be real. Here are some ways to add calming perspective and connect with ideal clients who need your help.

Stop Using These 3 Communication Crutches (Distraction-Proof Advisor Idea Video #331)

Stop these three common communication habits now to help your words hit the mark.