Prospecting

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.

Explain It To A Third-Grader (Distraction-Proof Advisor Idea Video #82)

Value being understood over sounding sophisticated.

Help Your People Paint A Picture (Distraction-Proof Advisor Idea Video #80)

Help clients see and feel their ideal future.

Don’t Waste Your Time (Distraction-Proof Advisor Idea Video #78)

Save your valuable time for clients who want to follow your advice.

Show How You Help (Distraction-Proof Advisor Idea Video #70)

How do you easily and effectively communicate what you do and how you help?

Words to Push Prospects Off the Fence (Distraction-Proof Advisor Idea Video #63)

Motivate prospects to start with you now.