Tag: business growth

Make the Most of Reconnecting (Distraction-Proof Advisor Idea Video #349)

When you're reconnecting with people at this time of year, don't miss this opportunity.

Developing New Professional Referral Relationships (Distraction-Proof Advisor Idea Video #339)

You want to develop a great referral relationship with a new Center of Influence. How do you stand out from the crowd?

Don’t Unwittingly Impede Colleagues (Distraction-Proof Advisor Idea Video #326)

When you bring a new advisor onto your team, don't hamstring them with this title.

Connecting with Clients’ Children (Distraction-Proof Advisor Idea Video #323)

Most advisors understand the importance of connecting with clients' children. However, they often overthink it. But it's easier than you might think.

They Look Great…But You Need to Let Them Walk (Distraction-Proof Advisor Idea Video #319)

Does it really matter if you stray from your standard process to accommodate a potentially great client?

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.

Enjoy the Prestige and Keep Your Sanity (Distraction-Proof Advisor Idea Video #313)

Are you stuck on the more-more-more treadmill, with your service slipping and you left exhausted? What if you decided you're full?

Start the New Year Right Part 1 of 4 (Distraction-Proof Advisor Idea Video #307)

No matter your business' size or stage, this process is key to successfully achieving what you want this year.

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...

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.