What to Say

Useful Analogies Provide Clarity (Distraction-Proof Advisor Idea Video #333)

Analogies make what we're trying to say so much clearer. Here are some helpful ones...

Perspective When Facing Fears (Distraction-Proof Advisor Idea Video #332)

When it comes to talking to strangers, the fear can be real. Here are some ways to add calming perspective and connect with ideal clients who need your help.

Stop Using These 3 Communication Crutches (Distraction-Proof Advisor Idea Video #331)

Stop these three common communication habits now to help your words hit the mark.

Words That Hamper Rapport (Distraction-Proof Advisor Idea Video #330)

In discovering prospects' attitudes and desires related to money, we often use the phrase, "Tell me...." While the intention is good, using these words can unwittingly create a barrier to rapport and trust. Instead...

Stop Using This Word (Distraction-Proof Advisor Idea Video #327)

Whether your firm allows you to charge for financial plans or not, never give a financial plan away for free.

Don’t Unwittingly Impede Colleagues (Distraction-Proof Advisor Idea Video #326)

When you bring a new advisor onto your team, don't hamstring them with this title.

Compassion But Not Capitulation (Distraction-Proof Advisor Idea Video #325)

Advisors often have big hearts and want to accommodate everyone. But that can be a problem.

Connecting with Clients’ Children (Distraction-Proof Advisor Idea Video #323)

Most advisors understand the importance of connecting with clients' children. However, they often overthink it. But it's easier than you might think.

Dealing with Imposter Syndrome (Distraction-Proof Advisor Idea Video #320)

Do you wonder if you're really qualified to be advising people what to do with their money?

They Look Great…But You Need to Let Them Walk (Distraction-Proof Advisor Idea Video #319)

Does it really matter if you stray from your standard process to accommodate a potentially great client?