Client Servicing

Want Referrals? Just Help (Distraction-Proof Advisor Idea Video #114)

Here's a better way to seek referrals and why it works so well.

Picture It This Clearly – Part II (Distraction-Proof Advisor Idea Video #111)

Create visuals to keep your clients focused on their longer-term objectives.

Jail Time & the Impact of Listening (Distraction-Proof Advisor Idea Video #106)

Consistently, genuinely listening gains trust. Are you engaging like you should?

Client Communication: Less is More (Distraction-Proof Advisor Idea Video #103)

Many advisors communicate with clients much more often than they should.

Two Fee-Success Stories (Distraction-Proof Advisor Idea Video #90)

The inevitability of decreasing fees is a myth. Here's what's happening in the real world...

The Best Way to Respond to Client Messages (Distraction-Proof Advisor Idea Video #85)

Letting clients immediately know their message has been received is far more important than...

Explain It To A Third-Grader (Distraction-Proof Advisor Idea Video #82)

Value being understood over sounding sophisticated.

Help Your People Paint A Picture (Distraction-Proof Advisor Idea Video #80)

Help clients see and feel their ideal future.

Like an Olympian, It’s A-Game Every Day (Distraction-Proof Advisor Idea Video #76)

Recognize the risk if you don't bring your best to every client encounter.

Segment Clients by More Than AUM (Distraction-Proof Advisor Idea Video #71)

Do you know which clients are most valuable to your business?