Communication

Vetting Clients’ Dissatisfied Friends (Distraction-Proof Advisor Idea Video #188)

Some advisors have been too quiet recently and their clients are unhappy. This can be a great time to grow your business with referrals from existing clients to their dissatisfied friends and family, but make sure to vet these new prospects...

Who’s Changed Your Life? (Distraction-Proof Advisor Idea Video #187)

This time of uncertainty and tension is perfect for starting the healthy habit of expressing gratitude for people who have made a positive impact in your life.

Stop Doing This & Call Your Leighannes (Distraction-Proof Advisor Idea Video #185)

Communicating with clients is vital during this challenging time, but be sensitive about what your communicating...

Healthy Screen Time (Distraction-Proof Advisor Idea Video #183)

Even if your clients aren't venturing out, you can use technology to still have the benefit of face-to-face meetings.

Empathy, Inmates & Pinball (Distraction-Proof Advisor Idea Video #182)

All the recent angst-producing news and market volatility understandably have a lot of clients spooked. Part of your job is to compassionately listen and provide them some perspective and calm.

Master This And Keep Clients For Life (Distraction-Proof Advisor Idea Video #180)

To truly be a great advisor, you have to genuinely be interested in people.

Best Practices for Incorporating Video Into Your Advisor Website (Distraction-Proof Advisor Idea Video #178)

Guest vlogger Samantha Russell from Twenty Over Ten shares best practices when using video on your advisor website.

Change: A Perfect Publicity Opportunity (Distraction-Proof Advisor Idea Video #177)

Changes provide great opportunities to publicize your expertise and emphasize how you help.

Want Raving Fans? Be One First (Distraction-Proof Advisor Idea Video #170)

One of the best ways to turn your clients into raving fans for you is to be one of their most supportive fans first.

Two Words to Improve Your Health (Distraction-Proof Advisor Idea Video #169)

It turns out being thankful is actually good for your health.