Tag: client reviews
Get Personal (Distraction-Proof Advisor Idea Video #5)
Great advisors get personal with the people they work with. Here's an easy way to learn valuable information about what matters most to your clients.
Protect Your Time: Schedule Ahead (Distraction-Proof Advisor Idea Video #4)
Give your client peace of mind and yourself more time!
A Proven Way to Grow Client Capacity (Distraction-Proof Advisor Idea Video #3)
Being predictable may not sound exciting, but the results for your client capacity can be thrilling!
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Recent Posts
- When Referrals Aren’t a Good Fit (Distraction-Proof Advisor Idea Video #350)
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- Two More Communication Crutches To Avoid (Distraction-Proof Advisor Idea Video #348)
- Olympic Lesson: How to Make Big Goals Reality (Distraction-Proof Advisor Idea Video #347)
- Olympic Lesson: Make Time To Give Back (Distraction-Proof Advisor Idea Video #346)
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Client Testimonials
"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"
Michelle Glass, Glass Financial Advisors
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