Prospecting

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...

Know Which Clients Provide Most Value (Distraction-Proof Advisor Idea Video #238)

Unless you know who your most profitable clients are, you'll waste valuable resources chasing non-ideal prospects.

Don’t Hound Prospects (Distraction-Proof Advisor Idea Video #236)

You can easily turn prospects off with too much attention.

You’ll Be Asked This – Don’t Waste It (Distraction-Proof Advisor Idea Video #234)

When clients ask how you're doing, tactically describe what you've been doing to equip them with words to easily refer you to others.

It’s Not Crazy… It’s A Smart Business Move (Distraction-Proof Advisor Idea Video #222)

Assuming successful-looking prospects have all their financial matters in order is a big mistake.