Advisor Ideas Video

Quickly Connect At Your First Meeting (Distraction-Proof Advisor Idea Video #9)

A first meeting with a prospect is a lot like a first date. You want to impress, but not necessarily commit yet. What should you say?

Effectively Answer “What Do You Do?” (Distraction-Proof Advisor Idea Video #8)

The simple question, "What do you do?" doesn't need to tie you up in knots. Focus on these three Rs to ensure you have your elevator pitch mastered.

Say Thank You (Distraction-Proof Advisor Idea Video #7)

Here's a simple way to stand out from the crowd this holiday season with the timing of a simple "Thank You."

Follow Through Like This (Distraction-Proof Advisor Idea Video #6)

Many advisors fail to recognize the importance of this last, vital step to successful client meetings.

Get Personal (Distraction-Proof Advisor Idea Video #5)

Great advisors get personal with the people they work with. Here's an easy way to learn valuable information about what matters most to your clients.

Protect Your Time: Schedule Ahead (Distraction-Proof Advisor Idea Video #4)

Give your client peace of mind and yourself more time!

A Proven Way to Grow Client Capacity (Distraction-Proof Advisor Idea Video #3)

Being predictable may not sound exciting, but the results for your client capacity can be thrilling!

Keep Your Emails Read & Relevant (Distraction-Proof Advisor Idea Video #2)

We're all overwhelmed with email these days. How do you keep your emails to your clients opened, read, and relevant? Watch now...

Referral Requests That Really Work (Distraction-Proof Advisor Idea Video #1)

Ask clients for referrals to their friends and family in a way that is easy, repeatable, and most important, leaves them feeling grateful rather than awkward or annoyed. Watch now...