Advisor Ideas Video

Dealing with Imposter Syndrome (Distraction-Proof Advisor Idea Video #320)

Do you wonder if you're really qualified to be advising people what to do with their money?

They Look Great…But You Need to Let Them Walk (Distraction-Proof Advisor Idea Video #319)

Does it really matter if you stray from your standard process to accommodate a potentially great client?

Help for Age- & Stage-Targeted Advice (Distraction-Proof Advisor Idea Video #318)

Here's a great tool to show people you're the one to guide them through all the financial stages of life.

Gently Create Some Urgency for Referrals (Distraction-Proof Advisor Idea Video #317)

When making New Year and pre-tax season connections with clients, humbly showcase your business success and prompt referrals.

Don’t Wait (Distraction-Proof Advisor Idea Video #316)

You need a big vision for your business. And just thinking about it isn't enough; you need a plan.

Don’t Just Slow Down (Distraction-Proof Advisor Idea Video #315)

As the end of year approaches, many people are looking forward to slowing down after Christmas. But I want to encourage you to do more...

Uncover Distractions (Distraction-Proof Advisor Idea Video #314)

One key question will show prospects you're serious about financial planning and demonstrate they don't need to search for a great financial advisor any longer.

Enjoy the Prestige and Keep Your Sanity (Distraction-Proof Advisor Idea Video #313)

Are you stuck on the more-more-more treadmill, with your service slipping and you left exhausted? What if you decided you're full?

Finish Like This (Distraction-Proof Advisor Idea Video #312)

Be intentional about finishing off this year strongly.

Do This Tough Thing (Distraction-Proof Advisor Idea Video #311)

Beware of focusing so intently on your business sprint to the end of the year that you miss the opportunity this week to deeply engage with those who mean the most.