Client Servicing

Repeat What’s Proven (Distraction-Proof Advisor Idea Video #45)

Taking a new, “fresh” approach can be a big mistake.

You Gotta See This! (Distraction-Proof Advisor Idea Video #44)

Use this powerful technique to help clients fully commit to their future goals.

An Effective Way to Monitor Investments (Distraction-Proof Advisor Idea Video #42)

How to establish your own investment review committee and use it for your clients' peace of mind.

Don’t Be Tempted to Persuade Your Clients (Distraction-Proof Advisor Idea Video #41)

Ensure distractions don't derail the start of your day.

The Right Way to Start Client Relationships (Distraction-Proof Advisor Idea Video #29)

Get relationships off on the right foot by telling clients you’re NOT always available to them.

How Are You Answering Clients’ Biggest Question? (Distraction-Proof Advisor Idea Video #23)

No matter what they verbalize, new clients’ biggest question is always, “Can I trust you?” Take these three simple steps to quickly build that vital trust.

Get Clients Hooked on a Feeling (Distraction-Proof Advisor Idea Video #21)

Feelings are powerful motivators - not only for you, as an advisor, but for your clients, too. Get them hooked...

Ways To Show Clients You Value Them (Distraction-Proof Advisor Idea Video #18)

Create memorable events to stay top of mind with your clients so someone doesn’t steal that spot.

Pass or Fail: Every Meeting Counts (Distraction-Proof Advisor Idea Video #16)

Are you sure you’re making the most of every opportunity to grow your business?

This Sloppy Mistake Will Cost You (Distraction-Proof Advisor Idea Video #15)

If you’re not paying attention, you can easily slip into this costly bad habit.