Communication

Don’t Offer Second Opinions (Distraction-Proof Advisor Idea Video #334)

While offering second opinions on people's investment accounts is a widely-promoted prospecting tool, I say don't.

Useful Analogies Provide Clarity (Distraction-Proof Advisor Idea Video #333)

Analogies make what we're trying to say so much clearer. Here are some helpful ones...

Perspective When Facing Fears (Distraction-Proof Advisor Idea Video #332)

When it comes to talking to strangers, the fear can be real. Here are some ways to add calming perspective and connect with ideal clients who need your help.

Stop Using These 3 Communication Crutches (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.