Prospecting

Confidently Close Prospect Meetings (Distraction-Proof Advisor Idea Video #127)

Instead of getting anxious, make asking prospects for their business the comfortable, logical next step, whenever it happens.

More of What to Say During Volatile Markets (Distraction-Proof Advisor Idea Video #123)

People's nervous questions about the markets are a great opportunity for gentle prospecting.

A Better “Why Should I Work With You?” Response (Distraction-Proof Advisor Idea Video #120)

Do you have a good response when a prospect asks, "Why should I work with you?"

Want Referrals? Just Help (Distraction-Proof Advisor Idea Video #114)

Here's a better way to seek referrals and why it works so well.

What To Say To Prospects Concerned About Your Minimums (Distraction-Proof Advisor Idea Video #112)

Prospects often express concern over the small size of their assets, but their apprehension is really about much more.

Beware of Doing Business with Friends (Distraction-Proof Advisor Idea Video #109)

Turning friends into clients can be tricky to navigate. If you do choose that path, go in with eyes wide open!

Don’t Try to be Top of Mind (Distraction-Proof Advisor Idea Video #104)

Don't try to be top of mind. Instead just focus on being helpful.

Stop Saying You’re Different (Distraction-Proof Advisor Idea Video #102)

Stop telling everyone you're different, because you probably aren't. Instead, tell them how you help.

Making No Decision is a Decision (Distraction-Proof Advisor Idea Video #101)

Comfortably communicating the consequences of inaction is vital to your sales conversations.

Like It or Not, You’re a Public Speaker (Distraction-Proof Advisor Idea Video #98)

Your words are your greatest tool to get people to take action. Deliver them effectively.