Tag: communication

Give People a Vision (Distraction-Proof Advisor Idea Video #243)

Often when meeting with people, advisors spend a lot of time telling about their own credentials and experience. A better approach is...

Don’t Hound Prospects (Distraction-Proof Advisor Idea Video #236)

You can easily turn prospects off with too much attention.

Stop Flirting with Procrastination’s Mom! (Distraction-Proof Advisor Idea Video #235)

Waiting until it’s perfect can actually be code for simple procrastination. Stop waiting!

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.

Are Your Clients Prepared for the Inevitable? (Distraction-Proof Advisor Idea Video #231)

As a fiduciary, you have an obligation to help your clients with end-of-life planning. Have you sufficiently prepared your clients?

Value Added or Value Wasted? (Distraction-Proof Advisor Idea Video #230)

If you're not charging for financial plans, you're not adding value, you're wasting it.

Move From Transactional to Trusted (Distraction-Proof Advisor Idea Video #229)

Now is the ideal time to move from a transactional-based business to being a full-service financial advisor. And here's how to tell your clients about it.

Stop Asking This (Distraction-Proof Advisor Idea Video #214)

There are two common questions I see recommended over and over, which you should definitely NOT be asking.

Ruthless Advisors Succeed Sooner (Redux) (Distraction-Proof Advisor Idea Video #213)

Succeeding sooner requires you to be both ruthlessly clinical AND wonderfully relational.

Why Second Opinions Are A Bad Investment (Distraction-Proof Advisor Idea Video #211)

Offering a second opinion can be enticing, but the next step can be more trouble than it's worth.