Tag: client appreciation

Ideas for Summer Fun (Distraction-Proof Advisor Idea Video #292)

Not every client interaction has to be a buttoned-up, hyper-professional event. Here are a couple of ideas on how to make summer a little more fun.

Hospitality Beats Service (Distraction-Proof Advisor Idea Video #290)

If you want your clients to be loyal raving fans, don't just service them⁠—show them hospitality.

An Easy (and Inexpensive) Way To Show You Care (Distraction-Proof Advisor Idea Video #277)

We could all use a little encouragement. Use this easy way to let clients (as well as your own team members and COIs) know you care about them...

‘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.

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.

A Lesson from Shake Shack (Distraction-Proof Advisor Idea Video #233)

How you make your clients feel is as important as the professional advice you provide.

Christmas Doesn’t Have to be Exhausting (Distraction-Proof Advisor Idea Video #223)

Scrambling to get a miles-long to-do list all done in the few weeks leading up to Christmas can leave you exhausted. Instead...

4 High-Impact Ideas for The Last 90 Days (Distraction-Proof Advisor Idea Video #212)

Stand out by taking opportunities to strengthen relationships in this last quarter of the year.

Recalibrate Now for Future Success (Distraction-Proof Advisor Idea Video #186)

With the postponement of the Summer Olympics, the world's greatest athletes are now recalibrating to prepare for future success. To ensure their own future success, great advisors are also recalibrating to the new environment we're in.

Stop Doing This & Call Your Leighannes (Distraction-Proof Advisor Idea Video #185)

Communicating with clients is vital during this challenging time, but be sensitive about what your communicating...