Tag: communication

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.

3 Ways to Effectively Finish Your Meetings (Distraction-Proof Advisor Idea Video #73)

Know how you're going to finish before you start.

Remember Who Your Priorities Are (Distraction-Proof Advisor Idea Video #64)

Whom do you need to say thank you to?

Answering the “So How Do You Get Paid?” Question (Distraction-Proof Advisor Idea Video #60)

Pick your price and clarify the value you deliver.

Here’s How We Got Great Referrals (Distraction-Proof Advisor Idea Video #59)

Impress your clients by going beyond their basic expectations and showing them how much you care.

Help Your Clients When They Need It Most (Distraction-Proof Advisor Idea Video #58)

Help your clients now so they are prepared when they can't help themselves.

Actually, Everyone Has a Financial Plan (Distraction-Proof Advisor Idea Video #57)

Whom do your clients want to plan their financial future - the IRS or you?

Just Say No (Distraction-Proof Advisor Idea Video #32)

Saying no is vital to growing your business.