What to Say

Gently Create Some Urgency for Referrals (Distraction-Proof Advisor Idea Video #317)

When making New Year and pre-tax season connections with clients, humbly showcase your business success and prompt referrals.

Uncover Distractions (Distraction-Proof Advisor Idea Video #314)

One key question will show prospects you're serious about financial planning and demonstrate they don't need to search for a great financial advisor any longer.

Don’t Waste This Question (Distraction-Proof Advisor Idea Video #310)

This holiday season people are going to ask you how business has gone this year. Be prepared with a great, simple answer like this.

Don’t Say This So Soon (Distraction-Proof Advisor Idea Video #309)

You want to connect with your clients and prospects before the holidays. How do you ensure you don't become just part of the distracting seasonal noise?

What Would You Say Next? (Distraction-Proof Advisor Idea Video #308)

You're talking with a prospect and suddenly they're telling you they're mired in debt. What do you say next?

Pause and Give Thanks (Distraction-Proof Advisor Idea Video #303)

Make time to slow down and think about who has positively influenced you. And then...

Got Effective Word Pictures? (Distraction-Proof Advisor Idea Video #303)

Give people something easy to remember. Word pictures, or analogies, are a great way to explain what you do and how you work.

Save Time with this Voicemail Tweak (Distraction-Proof Advisor Idea Video #301)

Save yourself time and serve your clients more efficiently with this small change to your voicemail message.

Three Words to Open a World of Insight (Distraction-Proof Advisor Idea Video #300)

Knowing some family history can give you exceptionally helpful insights into your clients' attitudes, behaviors, and desires. Easily open the door to the conversation with this simple phrase.

Make Your Client a Referral Hero (Distraction-Proof Advisor Idea Video #297)

Use this small riff on the I've always recommended advisors use to make it even more effective...