Practice Development

You Gotta See This! (Distraction-Proof Advisor Idea Video #44)

Use this powerful technique to help clients fully commit to their future goals.

Get a Handle on Your Marketing (Distraction-Proof Advisor Idea Video #43)

Yes, you're a financial advisor. But you're also the payroll supervisor, and the HR director, and the property overseer... When are you supposed to get to marketing to grow your business?

An Effective Way to Monitor Investments (Distraction-Proof Advisor Idea Video #42)

How to establish your own investment review committee and use it for your clients' peace of mind.

Don’t Be Tempted to Persuade Your Clients (Distraction-Proof Advisor Idea Video #41)

Ensure distractions don't derail the start of your day.

Show Off Your Bench (Distraction-Proof Advisor Idea Video #38)

Let your prospects see what working with you will be like.

An Easy Close (Distraction-Proof Advisor Idea Video #37)

Avoid that awkwardness when your prospects say they want to "think about it."

Stay on Clients’ Minds (Distraction-Proof Advisor Idea Video #34)

Stay on your clients’ minds (for all the right reasons), even though they may not see you for months.

Get Referred – Here’s How (Distraction-Proof Advisor Idea Video #28)

Use these simple tips to establish and grow valuable relationships with Centers of Influence to have them recommend you to their best clients.

Beware of Offering a Second Opinion (Distraction-Proof Advisor Idea Video #27)

Offering a second opinion is not the great prospecting tool you may have heard it is. In fact, it can open you up to all kinds of dangers.