Tag: advisor ideas

Bad News/Great News (Distraction-Proof Advisor Idea Video #36)

Great athletes and great advisors don’t blame anyone else for their mistakes because they know they are in control of their own time and actions. What are you doing to be great?

Ignorance is Bliss…and Highly Productive (Distraction-Proof Advisor Idea Video #35)

Don't let information overload hijack your business.

Stay on Clients’ Minds (Distraction-Proof Advisor Idea Video #34)

Stay on your clients’ minds (for all the right reasons), even though they may not see you for months.

The Cost of Overthinking (Distraction-Proof Advisor Idea Video #33)

Don't waste your valuable mental energy.

Just Say No (Distraction-Proof Advisor Idea Video #32)

Saying no is vital to growing your business.

We Need to Talk (Distraction-Proof Advisor Idea Video #31)

Being a great communicator is one of your key jobs as an advisor. Do you know what to say?

Q1 Is Done – Where Are You? (Distraction-Proof Advisor Idea Video #30)

Take time to do your own quarterly review.

The Right Way to Start Client Relationships (Distraction-Proof Advisor Idea Video #29)

Get relationships off on the right foot by telling clients you’re NOT always available to them.

Get Referred – Here’s How (Distraction-Proof Advisor Idea Video #28)

Use these simple tips to establish and grow valuable relationships with Centers of Influence to have them recommend you to their best clients.

Beware of Offering a Second Opinion (Distraction-Proof Advisor Idea Video #27)

Offering a second opinion is not the great prospecting tool you may have heard it is. In fact, it can open you up to all kinds of dangers.