Tag: communication

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.

What’s Worth $2.2 Billion? (Distraction-Proof Advisor Idea Video #191)

People long to know the future so they can plan for what's coming. Advisors can provide just what people need most.

Vetting Clients’ Dissatisfied Friends (Distraction-Proof Advisor Idea Video #188)

Some advisors have been too quiet recently and their clients are unhappy. This can be a great time to grow your business with referrals from existing clients to their dissatisfied friends and family, but make sure to vet these new prospects...

Master This And Keep Clients For Life (Distraction-Proof Advisor Idea Video #180)

To truly be a great advisor, you have to genuinely be interested in people.