Practice Development

Don’t Unwittingly Impede Colleagues (Distraction-Proof Advisor Idea Video #326)

When you bring a new advisor onto your team, don't hamstring them with this title.

Compassion But Not Capitulation (Distraction-Proof Advisor Idea Video #325)

Advisors often have big hearts and want to accommodate everyone. But that can be a problem.

Where To Spend Your Time and Money (Distraction-Proof Advisor Idea Video #322)

What's more important, spending your money and time on credentials or marketing?

Help for Age- & Stage-Targeted Advice (Distraction-Proof Advisor Idea Video #318)

Here's a great tool to show people you're the one to guide them through all the financial stages of life.

Uncover Distractions (Distraction-Proof Advisor Idea Video #314)

One key question will show prospects you're serious about financial planning and demonstrate they don't need to search for a great financial advisor any longer.

Enjoy the Prestige and Keep Your Sanity (Distraction-Proof Advisor Idea Video #313)

Are you stuck on the more-more-more treadmill, with your service slipping and you left exhausted? What if you decided you're full?

Three Words to Open a World of Insight (Distraction-Proof Advisor Idea Video #300)

Knowing some family history can give you exceptionally helpful insights into your clients' attitudes, behaviors, and desires. Easily open the door to the conversation with this simple phrase.

If The Shoe Fits, Enjoy It (Distraction-Proof Advisor Idea Video #287)

If you want to grow an increasingly successful advisory business, don't assume moving from a broker-dealer model to an RIA model is a forgone conclusion.

Rejection Never Feels Great…Initially At Least (Distraction-Proof Advisor Idea Video #281)

When you set a price for your services and prospects reject working with you because they don't want to pay your fee, it's OK.

3 Powerful Points for Your First 2022 Client Conversation (Distraction-Proof Advisor Idea Video #276)

Now is the time to contact your clients to start the year with meaningful connections. Use this language to make a great impression, show your care for your clients, and gently remind them about referrals, all within your first 2022 conversation.