Practice Development

When Prospects Go Quiet (Distraction-Proof Advisor Idea Video #89)

After a great prospect meeting, what should you do when prospects go quiet?

Don’t Waste Your Time (Distraction-Proof Advisor Idea Video #78)

Save your valuable time for clients who want to follow your advice.

Segment Clients by More Than AUM (Distraction-Proof Advisor Idea Video #71)

Do you know which clients are most valuable to your business?

Fire Clients When They Do This (Distraction-Proof Advisor Idea Video #61)

AUM is no excuse for bad behavior.

Answering the “So How Do You Get Paid?” Question (Distraction-Proof Advisor Idea Video #60)

Pick your price and clarify the value you deliver.

Here’s How We Got Great Referrals (Distraction-Proof Advisor Idea Video #59)

Impress your clients by going beyond their basic expectations and showing them how much you care.

Help Your Clients When They Need It Most (Distraction-Proof Advisor Idea Video #58)

Help your clients now so they are prepared when they can't help themselves.

Actually, Everyone Has a Financial Plan (Distraction-Proof Advisor Idea Video #57)

Whom do your clients want to plan their financial future - the IRS or you?

You CAN Raise Your Fees (Distraction-Proof Advisor Idea Video #49)

Staying out of the fee-compression trap relies on your answers to two questions.

Even Seasoned Pros Practice (Distraction-Proof Advisor Idea Video #48)

What deliberate actions are you taking to continue improving your game?