Tag: communication

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.

All or Nothing? (Distraction-Proof Advisor Idea Video #210)

Be careful when someone offers you a small part of their total assets to test a new relationship...

Don’t Swim in Dangerous Waters (Distraction-Proof Advisor Idea Video #209)

When prospects start trying to dictate how they want their relationship with you to operate, beware! You could easily get in over your head and find yourself treading water, or worse, drowning.

Ideal Prospects But Broke? Part 2 (Distraction-Proof Advisor Idea Video #205)

Last week I encouraged you to work with people who are broke. Some of you wanted to know, "Won't that make me broke, too?"

Ideal Prospects But Broke? (Distraction-Proof Advisor Idea Video #204)

What do you do if someone seems to be an ideal client, except for little cash and few assets?

Saying These Nice Words is a Mistake (Distraction-Proof Advisor Idea Video #203)

Telling clients you'll be available anytime they need you is asking for trouble.

Ask Like This (Distraction-Proof Advisor Idea Video #198)

You can learn amazing things about people, if you just ask the right questions. Here are some samples...

Is What You Mean Being Heard? (Distraction-Proof Advisor Idea Video #197)

Even if what you say is right, don't assume what you mean is being heard.

True or False – Beware of So-Called Facts (Distraction-Proof Advisor Idea Video #192)

Filter what industry experts claim to be fact.