Communication

Are Your Clients Prepared for the Inevitable? (Distraction-Proof Advisor Idea Video #231)

As a fiduciary, you have an obligation to help your clients with end-of-life planning. Have you sufficiently prepared your clients?

Value Added or Value Wasted? (Distraction-Proof Advisor Idea Video #230)

If you're not charging for financial plans, you're not adding value, you're wasting it.

Move From Transactional to Trusted (Distraction-Proof Advisor Idea Video #229)

Now is the ideal time to move from a transactional-based business to being a full-service financial advisor. And here's how to tell your clients about it.

Christmas Doesn’t Have to be Exhausting (Distraction-Proof Advisor Idea Video #223)

Scrambling to get a miles-long to-do list all done in the few weeks leading up to Christmas can leave you exhausted. Instead...

It’s Not Crazy… It’s A Smart Business Move (Distraction-Proof Advisor Idea Video #222)

Assuming successful-looking prospects have all their financial matters in order is a big mistake.

Tell People What to Do (Distraction-Proof Advisor Idea Video #216)

Giving prospects a range of potential next steps may showcase your depth of expertise, but what both they and you need most is for you to tell them what to do.

Use This Tool to Stay Top of Mind (Distraction-Proof Advisor Idea Video #215)

Getting yourself and your clients comfortable with virtual communication now will continue to pay off long after COVID's gone. Loom is a useful tool...

Stop Asking This (Distraction-Proof Advisor Idea Video #214)

There are two common questions I see recommended over and over, which you should definitely NOT be asking.

4 High-Impact Ideas for The Last 90 Days (Distraction-Proof Advisor Idea Video #212)

Stand out by taking opportunities to strengthen relationships in this last quarter of the year.

Why Second Opinions Are A Bad Investment (Distraction-Proof Advisor Idea Video #211)

Offering a second opinion can be enticing, but the next step can be more trouble than it's worth.