communication

Clichéd Questions Give Great Opportunities (Distraction-Proof Advisor Idea Video #289)

"How's business?" It's a ubiquitous question, so be ready with a succinct answer that showcases who and how you help.

Advisors often deliver similar services. Instead of worrying about being different, describe who and how you help.

Tax time's approaching. Here's how to be most helpful to the CPAs you're working with as well as show your clients you have them top of mind.

Just like the original Christmas, things are hardly "all calm and bright" at the moment.

Unruly clients are a bigger threat to your business than you might think.

Here are details of everything you need to take action now to meaningfully connect with clients before the holiday rush.

We think in pictures, so take advantage of this.

Don't automatically assume people are acting with malicious intent or out of ignorance...

People will like, trust and remember you if you help them feel smart, and analogies are an easy way to make that happen.

When navigating unknown terrain, would you prefer to use a compass or a map?