Client Servicing

3 Powerful Points for Your First 2022 Client Conversation (Distraction-Proof Advisor Idea Video #276)

Now is the time to contact your clients to start the year with meaningful connections. Use this language to make a great impression, show your care for your clients, and gently remind them about referrals, all within your first 2022 conversation.

Hesitating Over Pre-Holiday Calls? (Distraction-Proof Advisor Idea Video #269)

Make your pre-holiday client calls easy.

Maximize This Resource (Distraction-Proof Advisor Idea Video #262)

Maximize this valuable resource in your business, your personal life, and the lives of your clients.

How To Tell Clients You’re Full (Distraction-Proof Advisor Idea Video #241)

If you keep taking on clients when you've reached capacity, your service and reputation will suffer. Here's how to tell clients you're full...

A Lesson from Shake Shack (Distraction-Proof Advisor Idea Video #233)

How you make your clients feel is as important as the professional advice you provide.

Are Your Clients Prepared for the Inevitable? (Distraction-Proof Advisor Idea Video #231)

As a fiduciary, you have an obligation to help your clients with end-of-life planning. Have you sufficiently prepared your clients?

Christmas Doesn’t Have to be Exhausting (Distraction-Proof Advisor Idea Video #223)

Scrambling to get a miles-long to-do list all done in the few weeks leading up to Christmas can leave you exhausted. Instead...

Use This Tool to Stay Top of Mind (Distraction-Proof Advisor Idea Video #215)

Getting yourself and your clients comfortable with virtual communication now will continue to pay off long after COVID's gone. Loom is a useful tool...

Ruthless Advisors Succeed Sooner (Redux) (Distraction-Proof Advisor Idea Video #213)

Succeeding sooner requires you to be both ruthlessly clinical AND wonderfully relational.

4 High-Impact Ideas for The Last 90 Days (Distraction-Proof Advisor Idea Video #212)

Stand out by taking opportunities to strengthen relationships in this last quarter of the year.