Practice Development

Intentions Are Pointless (Distraction-Proof Advisor Idea Video #248)

Great intentions are a super place to start, but if you don't take action, intentions alone won't move you toward what you want. Worse, they will continually frustrate you.

Doing More Won’t Hasten Success (Distraction-Proof Advisor Idea Video #247)

Success isn't about doing more of what you do, it's about being more effective in what you do.

To Succeed Sooner, Find a Mentor – Part 2: Your Personal Board of Directors (Distraction-Proof Advisor Idea Video #246)

One of the best ways to save time and money and to succeed even sooner is to develop your own Board of Directors.

To Succeed Sooner, Find a Mentor – Part 1 (Distraction-Proof Advisor Idea Video #245)

The fastest way to achieve success is to get someone to help you. But how do you do that?

Give People a Vision (Distraction-Proof Advisor Idea Video #243)

Often when meeting with people, advisors spend a lot of time telling about their own credentials and experience. A better approach is...

Make Every Meeting Count – They Do Anyway (Distraction-Proof Advisor Idea Video #242)

It's easy to get lazy regarding prospect meetings; after all, if the people you're meeting with this week don't come on board, you'll have more opportunities to land new, ideal clients next week. Instead...

How To Tell Clients You’re Full (Distraction-Proof Advisor Idea Video #241)

If you keep taking on clients when you've reached capacity, your service and reputation will suffer. Here's how to tell clients you're full...

More Isn’t Always Better (Distraction-Proof Advisor Idea Video #240)

If you have all the business you can handle, taking on more clients risks everyone being unhappy.

Go Ahead – Raise Your Fees (Distraction-Proof Advisor Idea Video #239)

If you're providing great service and meeting clients' important needs, don't hesitate to charge a premium price for your services...

Know Which Clients Provide Most Value (Distraction-Proof Advisor Idea Video #238)

Unless you know who your most profitable clients are, you'll waste valuable resources chasing non-ideal prospects.