Tag: communication

Beware of Doing Business with Friends (Distraction-Proof Advisor Idea Video #109)

Turning friends into clients can be tricky to navigate. If you do choose that path, go in with eyes wide open!

Client Communication: Less is More (Distraction-Proof Advisor Idea Video #103)

Many advisors communicate with clients much more often than they should.

Stop Saying You’re Different (Distraction-Proof Advisor Idea Video #102)

Stop telling everyone you're different, because you probably aren't. Instead, tell them how you help.

Making No Decision is a Decision (Distraction-Proof Advisor Idea Video #101)

Comfortably communicating the consequences of inaction is vital to your sales conversations.

When Prospects Go Quiet (Distraction-Proof Advisor Idea Video #89)

After a great prospect meeting, what should you do when prospects go quiet?

Use Your Story to Connect (Distraction-Proof Advisor Idea Video #84)

Letting prospects hear your succinct story is a valuable step in building relationships.

4 Keys to Create Client Trust (Distraction-Proof Advisor Idea Video #83)

What prospects need to know before they'll say yes.

Explain It To A Third-Grader (Distraction-Proof Advisor Idea Video #82)

Value being understood over sounding sophisticated.

Don’t Waste Your Time (Distraction-Proof Advisor Idea Video #78)

Save your valuable time for clients who want to follow your advice.

3 Simple Steps to Begin a Great Day (Distraction-Proof Advisor Idea Video #74)

Decide in advance exactly how you'll begin your day.