Communication

How To Answer “What Do You Do?” (Distraction-Proof Advisor Idea Video #129)

A practiced straightforward, succinct answer, followed by a redirect, is much more powerful than any clever response.

Confidently Close Prospect Meetings (Distraction-Proof Advisor Idea Video #127)

Instead of getting anxious, make asking prospects for their business the comfortable, logical next step, whenever it happens.

More of What to Say During Volatile Markets (Distraction-Proof Advisor Idea Video #123)

People's nervous questions about the markets are a great opportunity for gentle prospecting.

What to Say During Volatile Markets (Distraction-Proof Advisor Idea Video #122)

The current market volatility gives you the perfect opportunity to illustrate the value you bring to your clients.

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.

Thank Your MVPs (Distraction-Proof Advisor Idea Video #116)

This time of year when our thoughts turn to gratitude, remember to thank your support team for all they contribute to your success. Meet my team.

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

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

What To Say To Prospects Concerned About Your Minimums (Distraction-Proof Advisor Idea Video #112)

Prospects often express concern over the small size of their assets, but their apprehension is really about much more.

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

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

Beware of Doing Business with Friends (Distraction-Proof Advisor Idea Video #109)

Turning friends into clients can be tricky to navigate. If you do choose that path, go in with eyes wide open!