What to Say

3 Powerful Points for Your First 2022 Client Conversation (Distraction-Proof Advisor Idea Video #276)

Now is the time to contact your clients to start the year with meaningful connections. Use this language to make a great impression, show your care for your clients, and gently remind them about referrals, all within your first 2022 conversation.

Actions Beat Intentions Every Time (Distraction-Proof Advisor Idea Video #275)

You won't profit from good ideas simply by hearing them or even thinking about them. You have to take intentional action to implement them.

Hesitating Over Pre-Holiday Calls? (Distraction-Proof Advisor Idea Video #269)

Make your pre-holiday client calls easy.

‘Tis the Season Not to Procrastinate (Distraction-Proof Advisor Idea Video #267)

Here are details of everything you need to take action now to meaningfully connect with clients before the holiday rush.

3 Illustrations To Help Grow Your Business (Distraction-Proof Advisor Idea Video #266)

We think in pictures, so take advantage of this.

Assumptions Can Derail You (Distraction-Proof Advisor Idea Video #265)

It can be easy to think potential ideal clients already have great advisors and get discouraged by that. Instead...

Ideas for Holiday Greetings (Distraction-Proof Advisor Idea Video #264)

This holiday season, show clients you're thinking of them and you care about the community.

Watch Your MO (Distraction-Proof Advisor Idea Video #261)

Don't automatically assume people are acting with malicious intent or out of ignorance...

Make It About Value, Not Price (Distraction-Proof Advisor Idea Video #259)

If you offer a solution to people's problem, the price you charge for what you do becomes a non-issue. Keep people focused on the benefits they can expect to experience when they work with you.

More Words to Clarify How You Help (Distraction-Proof Advisor Idea Video #252)

People will like, trust and remember you if you help them feel smart, and analogies are an easy way to make that happen.