Practice Development

Again, and Again, and Again (Distraction-Proof Advisor Idea Video #128)

Doing the same thing over and over and over again is THE way to build a great business.

Don’t Tattoo This Anywhere (Distraction-Proof Advisor Idea Video #125)

Commit to specific numbers so you know exactly what business you're going after this year.

Limit Whom You Listen To (Distraction-Proof Advisor Idea Video #124)

Don't get sucked into the time trap of thinking you need to keep consuming more market information when you already have what you need.

Systems and Processes and Procedures, Oh My! (Distraction-Proof Advisor Idea Video #115)

Are you running your business like a true professional with procedures and structures in place or are you simply just winging it?

Stop Saying You’re Different (Distraction-Proof Advisor Idea Video #102)

Stop telling everyone you're different, because you probably aren't. Instead, tell them how you help.

What You Need To Measure (Distraction-Proof Advisor Idea Video #97)

Some of the most important numbers to have a handle on are...

“Do I Really Have To Be That Specific?” (Distraction-Proof Advisor Idea Video #96)

Do you really need to specifically measure your business' metrics?

Don’t Confuse AUM with Profitability (Distraction-Proof Advisor Idea Video #94)

Tracking growth by AUM doesn't give you the most accurate picture of your business' health. Focus on profitability instead.

3 Focus Points for Great Referrals (Distraction-Proof Advisor Idea Video #93)

Often advisors focus on a formula for requesting referrals rather than their own approach. Here's a better way...

Two Fee-Success Stories (Distraction-Proof Advisor Idea Video #90)

The inevitability of decreasing fees is a myth. Here's what's happening in the real world...