Communication

Bad Behavior Will Not Be Tolerated (Distraction-Proof Advisor Idea Video #268)

Unruly clients are a bigger threat to your business than you might think.

‘Tis the Season Not to Procrastinate (Distraction-Proof Advisor Idea Video #267)

Here are details of everything you need to take action now to meaningfully connect with clients before the holiday rush.

3 Illustrations To Help Grow Your Business (Distraction-Proof Advisor Idea Video #266)

We think in pictures, so take advantage of this.

Ideas for Holiday Greetings (Distraction-Proof Advisor Idea Video #264)

This holiday season, show clients you're thinking of them and you care about the community.

Maximize This Resource (Distraction-Proof Advisor Idea Video #262)

Maximize this valuable resource in your business, your personal life, and the lives of your clients.

Watch Your MO (Distraction-Proof Advisor Idea Video #261)

Don't automatically assume people are acting with malicious intent or out of ignorance...

Make It About Value, Not Price (Distraction-Proof Advisor Idea Video #259)

If you offer a solution to people's problem, the price you charge for what you do becomes a non-issue. Keep people focused on the benefits they can expect to experience when they work with you.

Don’t Give This Away – Part 2 (Distraction-Proof Advisor Idea Video #257)

Last week I said that you are doing your clients a disservice if you don’t charge for doing a financial plan. But some of you are not even allowed to charge for doing a financial plan. So, what are you supposed to do?

Habit Trumps Passion (Distraction-Proof Advisor Idea Video #244)

Most people think the secret to success is passion. They're wrong. Use the real "secret" to maximize your interactions with clients.

Give People a Vision (Distraction-Proof Advisor Idea Video #243)

Often when meeting with people, advisors spend a lot of time telling about their own credentials and experience. A better approach is...