Prospecting

Show How You Help (Distraction-Proof Advisor Idea Video #70)

How do you easily and effectively communicate what you do and how you help?

Show Off Your Bench (Distraction-Proof Advisor Idea Video #38)

Let your prospects see what working with you will be like.

An Easy Close (Distraction-Proof Advisor Idea Video #37)

Avoid that awkwardness when your prospects say they want to "think about it."

Get Referred – Here’s How (Distraction-Proof Advisor Idea Video #28)

Use these simple tips to establish and grow valuable relationships with Centers of Influence to have them recommend you to their best clients.

Beware of Offering a Second Opinion (Distraction-Proof Advisor Idea Video #27)

Offering a second opinion is not the great prospecting tool you may have heard it is. In fact, it can open you up to all kinds of dangers.

Master This To Keep Clients For Life (Distraction-Proof Advisor Idea Video #24)

This key approach makes you invaluable to your clients so they want to stay with you for the long-term.

Crush the Credibility Issue (Distraction-Proof Advisor Idea Video #11)

How do you gain prospects' confidence when you don't have a long-term track record to point to?

Choose Your Words Purposefully (Distraction-Proof Advisor Idea Video #10)

When you meet with prospects and clients, your words matter. Don't leave what you're going to say to chance or figure whatever comes out will be close enough to what you meant to say.