Practice Development

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.

Actions Beat Intentions Every Time (Distraction-Proof Advisor Idea Video #275)

You won't profit from good ideas simply by hearing them or even thinking about them. You have to take intentional action to implement them.

‘Tis the Season Not to Procrastinate (Distraction-Proof Advisor Idea Video #267)

Here are details of everything you need to take action now to meaningfully connect with clients before the holiday rush.

Don’t Get Too Emotionally Involved (Distraction-Proof Advisor Idea Video #263)

We have a lot of industry information coming at us at a million miles an hour all day every day. Some of it is really useful, but much of it can simply pull us into an unproductive, emotional whirl.

Make It About Value, Not Price (Distraction-Proof Advisor Idea Video #259)

If you offer a solution to people's problem, the price you charge for what you do becomes a non-issue. Keep people focused on the benefits they can expect to experience when they work with you.

Follow Your Own Advice (Distraction-Proof Advisor Idea Video #258)

Last week I said that you are doing your clients a disservice if you don’t charge for doing a financial plan. But some of you are not even allowed to charge for doing a financial plan. So, what are you supposed to do?

Don’t Give This Away – Part 2 (Distraction-Proof Advisor Idea Video #257)

Last week I said that you are doing your clients a disservice if you don’t charge for doing a financial plan. But some of you are not even allowed to charge for doing a financial plan. So, what are you supposed to do?

Don’t Give This Away – Part I (Distraction-Proof Advisor Idea Video #256)

If you're not charging people for financial plans, you're actually doing them a disservice.

Follow Successful Olympians’ Lead (Distraction-Proof Advisor Idea Video #255)

Consistently successful people all have one thing in common. Take a leaf out of successful people's playbook...