Tag: communication

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.

We Need to Talk (Distraction-Proof Advisor Idea Video #31)

Being a great communicator is one of your key jobs as an advisor. Do you know what to say?

Master This To Keep Clients For Life (Distraction-Proof Advisor Idea Video #24)

This key approach makes you invaluable to your clients so they want to stay with you for the long-term.

What to Ask for Thanksgiving (Distraction-Proof Advisor Idea Video #12)

When you’re with those you care about most this holiday, show your gratitude by asking this.