Prospecting

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.

3 Focus Points for Great Referrals (Distraction-Proof Advisor Idea Video #93)

Often advisors focus on a formula for requesting referrals rather than their own approach. Here's a better way...

When Prospects Go Quiet (Distraction-Proof Advisor Idea Video #89)

After a great prospect meeting, what should you do when prospects go quiet?

4 Steps to Build Confidence (Distraction-Proof Advisor Idea Video #86)

Present yourself in a way to boost clients' trust in you.

Use Your Story to Connect (Distraction-Proof Advisor Idea Video #84)

Letting prospects hear your succinct story is a valuable step in building relationships.

4 Keys to Create Client Trust (Distraction-Proof Advisor Idea Video #83)

What prospects need to know before they'll say yes.