Advisor Ideas Video

Q1 Numbers – Are You On Track? (Distraction-Proof Advisor Idea Video #79)

It's not too early to track your progress toward your year-end goals.

Don’t Waste Your Time (Distraction-Proof Advisor Idea Video #78)

Save your valuable time for clients who want to follow your advice.

No Excuses (Distraction-Proof Advisor Idea Video #77)

Leaving seemingly little details until the last moment can cost you big!

Like an Olympian, It’s A-Game Every Day (Distraction-Proof Advisor Idea Video #76)

Recognize the risk if you don't bring your best to every client encounter.

3 Lessons from the Winter Olympics (Distraction-Proof Advisor Idea Video #75)

Will you focus on today's distracting circumstances or on your longer-term objectives?

3 Simple Steps to Begin a Great Day (Distraction-Proof Advisor Idea Video #74)

Decide in advance exactly how you'll begin your day.

3 Ways to Effectively Finish Your Meetings (Distraction-Proof Advisor Idea Video #73)

Know how you're going to finish before you start.

What Your Inner Voice Should Be Saying (Distraction-Proof Advisor Idea Video #72)

Do you need to change what you're saying to yourself?

Segment Clients by More Than AUM (Distraction-Proof Advisor Idea Video #71)

Do you know which clients are most valuable to your business?

Show How You Help (Distraction-Proof Advisor Idea Video #70)

How do you easily and effectively communicate what you do and how you help?