Tag: business growth

Know Which Clients Provide Most Value (Distraction-Proof Advisor Idea Video #238)

Unless you know who your most profitable clients are, you'll waste valuable resources chasing non-ideal prospects.

You’ll Be Asked This – Don’t Waste It (Distraction-Proof Advisor Idea Video #234)

When clients ask how you're doing, tactically describe what you've been doing to equip them with words to easily refer you to others.

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

How do you smoothly transition existing clients to another advisor?

Forever Giving but Never Getting? (Distraction-Proof Advisor Idea Video #202)

What do you do when you keep referring your clients to other professionals but don't receive any referrals coming your way?

The Key to Great Referral Relationships (Distraction-Proof Advisor Idea Video #200)

Developing great referral relationships is simple, if you just remember one thing...

Vetting Clients’ Dissatisfied Friends (Distraction-Proof Advisor Idea Video #188)

Some advisors have been too quiet recently and their clients are unhappy. This can be a great time to grow your business with referrals from existing clients to their dissatisfied friends and family, but make sure to vet these new prospects...

Healthy Screen Time (Distraction-Proof Advisor Idea Video #183)

Even if your clients aren't venturing out, you can use technology to still have the benefit of face-to-face meetings.

The Beginning of the COI Dance (Distraction-Proof Advisor Idea Video #156)

How to follow up with centers of influence to maximize your connections with them.

After the Introduction – What Next? (Distraction-Proof Advisor Idea Video #155)

Once you've made a great introductory connection, what next?

How to Be Quickly Memorable (Distraction-Proof Advisor Idea Video #154)

In our sound-bite world, know how to make yourself quickly memorable.