Tag: client communication

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.

Stop “Just Touching Base!” Do This Instead (Distraction-Proof Advisor Idea Video #340)

An easy way to connect with clients and stay top of mind when you don't have anything to say

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.

Hesitating Over Pre-Holiday Calls? (Distraction-Proof Advisor Idea Video #269)

Make your pre-holiday client calls easy.

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.

Don’t Get Too Emotionally Involved (Distraction-Proof Advisor Idea Video #263)

We have a lot of industry information coming at us at a million miles an hour all day every day. Some of it is really useful, but much of it can simply pull us into an unproductive, emotional whirl.

Maximize This Resource (Distraction-Proof Advisor Idea Video #262)

Maximize this valuable resource in your business, your personal life, and the lives of your clients.

Don’t Give This Away – Part 2 (Distraction-Proof Advisor Idea Video #257)

Last week I said that you are doing your clients a disservice if you don’t charge for doing a financial plan. But some of you are not even allowed to charge for doing a financial plan. So, what are you supposed to do?

Don’t Give This Away – Part I (Distraction-Proof Advisor Idea Video #256)

If you're not charging people for financial plans, you're actually doing them a disservice.

Habit Trumps Passion (Distraction-Proof Advisor Idea Video #244)

Most people think the secret to success is passion. They're wrong. Use the real "secret" to maximize your interactions with clients.