What to Say

Use This Tool to Stay Top of Mind (Distraction-Proof Advisor Idea Video #215)

Getting yourself and your clients comfortable with virtual communication now will continue to pay off long after COVID's gone. Loom is a useful tool...

Stop Asking This (Distraction-Proof Advisor Idea Video #214)

There are two common questions I see recommended over and over, which you should definitely NOT be asking.

Why Second Opinions Are A Bad Investment (Distraction-Proof Advisor Idea Video #211)

Offering a second opinion can be enticing, but the next step can be more trouble than it's worth.

All or Nothing? (Distraction-Proof Advisor Idea Video #210)

Be careful when someone offers you a small part of their total assets to test a new relationship...

Don’t Swim in Dangerous Waters (Distraction-Proof Advisor Idea Video #209)

When prospects start trying to dictate how they want their relationship with you to operate, beware! You could easily get in over your head and find yourself treading water, or worse, drowning.

No Client Loves This, But Do It Anyway (Distraction-Proof Advisor Idea Video #208)

How do you smoothly transition existing clients to another advisor?

What to Say if You’re Young or Lack Experience (Distraction-Proof Advisor Idea Video #207)

How do you sound authoritative if you're young, lacking experience, or both?