Communication

The IRS’s Great Plan for Your Clients (Distraction-Proof Advisor Idea Video #196)

If clients or prospects balk at the idea of your preparing a financial plan for them, remind them they have one by default. Whether they like or not is the question.

True or False – Beware of So-Called Facts (Distraction-Proof Advisor Idea Video #192)

Filter what industry experts claim to be fact.

What’s Worth $2.2 Billion? (Distraction-Proof Advisor Idea Video #191)

People long to know the future so they can plan for what's coming. Advisors can provide just what people need most.

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.