Communication

Increase Impact with Fewer Words (Distraction-Proof Advisor Idea Video #331)

Stop these three common communication habits now to help your words hit the mark.

Words That Hamper Rapport (Distraction-Proof Advisor Idea Video #330)

In discovering prospects' attitudes and desires related to money, we often use the phrase, "Tell me...." While the intention is good, using these words can unwittingly create a barrier to rapport and trust. Instead...

Stop Using This Word (Distraction-Proof Advisor Idea Video #327)

Whether your firm allows you to charge for financial plans or not, never give a financial plan away for free.

Don’t Unwittingly Impede Colleagues (Distraction-Proof Advisor Idea Video #326)

When you bring a new advisor onto your team, don't hamstring them with this title.

Connecting with Clients’ Children (Distraction-Proof Advisor Idea Video #323)

Most advisors understand the importance of connecting with clients' children. However, they often overthink it. But it's easier than you might think.

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?

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.

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.

Don’t Waste This Question (Distraction-Proof Advisor Idea Video #310)

This holiday season people are going to ask you how business has gone this year. Be prepared with a great, simple answer like this.

Don’t Say This So Soon (Distraction-Proof Advisor Idea Video #309)

You want to connect with your clients and prospects before the holidays. How do you ensure you don't become just part of the distracting seasonal noise?