Prospecting

Conversations That Count

How do you answer questions about you in a way that actually invites others to tell you more about them?

Fall Realignment

My summer didn't end up looking exactly like I anticipated. I had unexpected things arise on both personal and professional fronts requiring more time and energy than I had planned to spend. Maybe, like me, you're ready for a new start with the new season...

Be Relentless

Do you stay focused until the end of your day or just accept that after 4pm, it’s a physical and emotional downhill to plod through until you decide to go home?

Plan the Final Moment

You can't control your prospect's decision to work with you or not, but you can (and should) plan and control the final impression you make with your closing words...

Don’t Chance It

Are you properly prepared for your next prospect meeting? When pressed, too many advisors will admit they simply "wing it." If you don't have a consistent meeting presentation process down cold, you are leaving too much to chance...

Use the Same Words; Just Make Sure You Redefine Them for People

What do you think when you hear the word “Integrity?” How about “Ethical?” Although these words have been trashed by some within our industry, don’t shy away from using them. …

Referrals: Say This, Not That

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: A better way to ask for referrals. Even seasoned advisors struggle with asking for referrals. You know you’re good …

Are You Driving?

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Are you out driving for new business, or still busy just reading the manual? Our 16 year-old son is …

Be a Calm in the Midst of the Storm

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Provide a refuge in the midst of upcoming holiday frenzy. The holidays are coming – that hectic time of …

Put Yourself in the Driver’s Seat

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Play hard to get. Who’s in the driver’s seat when you’re prospecting? Often potential clients believe they are – …