Communication

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.

Ideal Prospects But Broke? Part 2 (Distraction-Proof Advisor Idea Video #205)

Last week I encouraged you to work with people who are broke. Some of you wanted to know, "Won't that make me broke, too?"

Ideal Prospects But Broke? (Distraction-Proof Advisor Idea Video #204)

What do you do if someone seems to be an ideal client, except for little cash and few assets?

Saying These Nice Words is a Mistake (Distraction-Proof Advisor Idea Video #203)

Telling clients you'll be available anytime they need you is asking for trouble.

The Key to Great Referral Relationships (Distraction-Proof Advisor Idea Video #200)

Developing great referral relationships is simple, if you just remember one thing...

Ask Like This (Distraction-Proof Advisor Idea Video #198)

You can learn amazing things about people, if you just ask the right questions. Here are some samples...

Is What You Mean Being Heard? (Distraction-Proof Advisor Idea Video #197)

Even if what you say is right, don't assume what you mean is being heard.