Client Servicing

Don’t Get Left Behind (Distraction-Proof Advisor Idea Video #167)

Great advisors are more than simply money managers or even financial planners: they play the part of a coach.

Got Encouragement? (Distraction-Proof Advisor Idea Video #165)

Genuine encouragement is powerful. It's also surprisingly rare.

Picture Your Clients (Distraction-Proof Advisor Idea Video #163)

A photo can help you ensure your clients know they are way more than just an account number to you.

Deliver Like Don (Distraction-Proof Advisor Idea Video #159)

Be like Don: taking care of the details, in ways no one else may think of, to deliver phenomenal service.

Keep Up Client Face Time (Distraction-Proof Advisor Idea Video #157)

How to use video to grow the rapport started in face-to-face meetings.

More Important Than Being Liked (Distraction-Proof Advisor Idea Video #153)

We all like to be liked. But earning respect is much more important to your business.

Providing Clients Freedom (Distraction-Proof Advisor Idea Video #148)

In the busyness of our everyday activities, it can be easy to lose sight of the bigger picture. Remember the real value you provide to your clients.

Ruthless Advisors Succeed Sooner (Hear me out) (Distraction-Proof Advisor Idea Video #135)

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

Again, and Again, and Again (Distraction-Proof Advisor Idea Video #128)

Doing the same thing over and over and over again is THE way to build a great business.

Not Always the Happiest Time of the Year (Distraction-Proof Advisor Idea Video #118)

Despite our electronic hyper-connected world, we have a deadly loneliness epidemic. As a trusted advisor, recognize some of your clients are feeling very lonely this holiday season and that you can help.