What to Say

It’s Okay to Say, “We Don’t Work That Way” (Distraction-Proof Advisor Idea Video #296)

If prospects want to work with you, but only on their terms, it's not going to be a good fit. Be confident in sticking to your process...

Say This Not That To Follow Up Effectively (Distraction-Proof Advisor Idea Video #295)

After you've met with prospects, are you still calling "just to follow up"? Stop!

Let Prospects’ Purpose Set Your Pace (Distraction-Proof Advisor Idea Video #294)

Initial meetings with prospects need to have a different pace depending on whether they are likely ideal potential clients or simply tire kickers.

STOP. DOING. THIS. NOW. It’s Not What Your Clients Need Most (Distraction-Proof Advisor Idea Video #291)

Financial markets are volatile. Don't expect graphs of historical market performance to immediately make your clients feel better.

Clichéd Questions Give Great Opportunities (Distraction-Proof Advisor Idea Video #289)

"How's business?" It's a ubiquitous question, so be ready with a succinct answer that showcases who and how you help.

Don’t Open the Door to Strangers (Distraction-Proof Advisor Idea Video #288)

When you ask prospects what they're hearing from their advisors, you unnecessarily invite those advisors into your conversation and immediately risk losing control.

Share This Tool To Show Your Value (Distraction-Proof Advisor Idea Video #284)

Get this free tool to help prospects provide their loved ones with exceptionally important details...

You Are Not Different – Stop Saying You Are (Distraction-Proof Advisor Idea Video #283)

Advisors often deliver similar services. Instead of worrying about being different, describe who and how you help.

Rejection Never Feels Great…Initially At Least (Distraction-Proof Advisor Idea Video #281)

When you set a price for your services and prospects reject working with you because they don't want to pay your fee, it's OK.

It’s Tax Time – Do This Now (Distraction-Proof Advisor Idea Video #278)

Tax time's approaching. Here's how to be most helpful to the CPAs you're working with as well as show your clients you have them top of mind.