Practice Development

Value Added or Value Wasted? (Distraction-Proof Advisor Idea Video #230)

If you're not charging for financial plans, you're not adding value, you're wasting it.

Move From Transactional to Trusted (Distraction-Proof Advisor Idea Video #229)

Now is the ideal time to move from a transactional-based business to being a full-service financial advisor. And here's how to tell your clients about it.

Why Second Opinions Are A Bad Investment (Distraction-Proof Advisor Idea Video #211)

Offering a second opinion can be enticing, but the next step can be more trouble than it's worth.

All or Nothing? (Distraction-Proof Advisor Idea Video #210)

Be careful when someone offers you a small part of their total assets to test a new relationship...

Charlie Munger, Weeding, & Model Portfolios (Distraction-Proof Advisor Idea Video #206)

Charlie Munger, weeding and model portfolios hold the keys to building the advisory business you've always dreamed of.

Ideal Prospects But Broke? Part 2 (Distraction-Proof Advisor Idea Video #205)

Last week I encouraged you to work with people who are broke. Some of you wanted to know, "Won't that make me broke, too?"

Ideal Prospects But Broke? (Distraction-Proof Advisor Idea Video #204)

What do you do if someone seems to be an ideal client, except for little cash and few assets?

The Key to Great Referral Relationships (Distraction-Proof Advisor Idea Video #200)

Developing great referral relationships is simple, if you just remember one thing...

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.