Prospecting

You Are Not Different – Stop Saying You Are (Distraction-Proof Advisor Idea Video #283)

Advisors often deliver similar services. Instead of worrying about being different, describe who and how you help.

Easy Low-Cost, High-Yield Returns (Distraction-Proof Advisor Idea Video #282)

When you're talking with people about what their future could look like, bring some excitement to the conversation and genuine enthusiasm about how you can help them get there.

Rejection Never Feels Great…Initially At Least (Distraction-Proof Advisor Idea Video #281)

When you set a price for your services and prospects reject working with you because they don't want to pay your fee, it's OK.

Assumptions Can Derail You (Distraction-Proof Advisor Idea Video #265)

It can be easy to think potential ideal clients already have great advisors and get discouraged by that. Instead...

More Words to Clarify How You Help (Distraction-Proof Advisor Idea Video #252)

People will like, trust and remember you if you help them feel smart, and analogies are an easy way to make that happen.

Use Words Like This to Clarify How You Help (Distraction-Proof Advisor Idea Video #251)

When navigating unknown terrain, would you prefer to use a compass or a map?

Relax and Enjoy the Game (Distraction-Proof Advisor Idea Video #250)

The golf course is a great place to prospect, but NOT because you have a captive audience for four hours!

Give People a Vision (Distraction-Proof Advisor Idea Video #243)

Often when meeting with people, advisors spend a lot of time telling about their own credentials and experience. A better approach is...

Make Every Meeting Count – They Do Anyway (Distraction-Proof Advisor Idea Video #242)

It's easy to get lazy regarding prospect meetings; after all, if the people you're meeting with this week don't come on board, you'll have more opportunities to land new, ideal clients next week. Instead...