Tag: confident

Say This Not That To Follow Up Effectively (Distraction-Proof Advisor Idea Video #295)

After you've met with prospects, are you still calling "just to follow up"? Stop!

Clichéd Questions Give Great Opportunities (Distraction-Proof Advisor Idea Video #289)

"How's business?" It's a ubiquitous question, so be ready with a succinct answer that showcases who and how you help.

Don’t Open the Door to Strangers (Distraction-Proof Advisor Idea Video #288)

When you ask prospects what they're hearing from their advisors, you unnecessarily invite those advisors into your conversation and immediately risk losing control.

Easy Low-Cost, High-Yield Returns (Distraction-Proof Advisor Idea Video #282)

When you're talking with people about what their future could look like, bring some excitement to the conversation and genuine enthusiasm about how you can help them get there.

Rejection Never Feels Great…Initially At Least (Distraction-Proof Advisor Idea Video #281)

When you set a price for your services and prospects reject working with you because they don't want to pay your fee, it's OK.

Actions Beat Intentions Every Time (Distraction-Proof Advisor Idea Video #275)

You won't profit from good ideas simply by hearing them or even thinking about them. You have to take intentional action to implement them.

Assumptions Can Derail You (Distraction-Proof Advisor Idea Video #265)

It can be easy to think potential ideal clients already have great advisors and get discouraged by that. Instead...

Don’t Get Too Emotionally Involved (Distraction-Proof Advisor Idea Video #263)

We have a lot of industry information coming at us at a million miles an hour all day every day. Some of it is really useful, but much of it can simply pull us into an unproductive, emotional whirl.

Make It About Value, Not Price (Distraction-Proof Advisor Idea Video #259)

If you offer a solution to people's problem, the price you charge for what you do becomes a non-issue. Keep people focused on the benefits they can expect to experience when they work with you.

Don’t Give This Away – Part I (Distraction-Proof Advisor Idea Video #256)

If you're not charging people for financial plans, you're actually doing them a disservice.