What to Say

When Referrals Aren’t a Good Fit (Distraction-Proof Advisor Idea Video #350)

What do you do when a client refers a friend, but after your first meeting, you realize it's not going to be a good fit?

Make the Most of Reconnecting (Distraction-Proof Advisor Idea Video #349)

When you're reconnecting with people at this time of year, don't miss this opportunity.

Two More Communication Crutches To Avoid (Distraction-Proof Advisor Idea Video #348)

Here are two more communication habits which weaken your words. Stop using them to become a better communicator whose words hit the mark.

Olympic Lesson: Plan A Strong Finish (Distraction-Proof Advisor Idea Video #341)

How you finish is much more important than how you start. Plan and practice your prospect-meeting finishes.

Stop “Just Touching Base!” Do This Instead (Distraction-Proof Advisor Idea Video #340)

An easy way to connect with clients and stay top of mind when you don't have anything to say

Developing New Professional Referral Relationships (Distraction-Proof Advisor Idea Video #339)

You want to develop a great referral relationship with a new Center of Influence. How do you stand out from the crowd?

A Script for Your Scariest Scenario (Distraction-Proof Advisor Idea Video #338)

Scripts are a great tool to have in your belt because they give you conviction and confidence and free you to listen most effectively.

Make Scripts a Part of Your Daily Routine (Distraction-Proof Advisor Idea Video #337)

Scripts are a great tool to have in your belt because they give you conviction and confidence and free you to listen most effectively.

Say What Matters Most (Distraction-Proof Advisor Idea Video #335)

Clients, prospects, and referral partners need to hear your conviction for what you do, how you do it, and why. Tell them what matters most.

Don’t Offer Second Opinions (Distraction-Proof Advisor Idea Video #334)

While offering second opinions on people's investment accounts is a widely-promoted prospecting tool, I say don't.