Tag: confident

It’s Not Crazy… It’s A Smart Business Move (Distraction-Proof Advisor Idea Video #222)

Assuming successful-looking prospects have all their financial matters in order is a big mistake.

Tell People What to Do (Distraction-Proof Advisor Idea Video #216)

Giving prospects a range of potential next steps may showcase your depth of expertise, but what both they and you need most is for you to tell them what to do.

Why Second Opinions Are A Bad Investment (Distraction-Proof Advisor Idea Video #211)

Offering a second opinion can be enticing, but the next step can be more trouble than it's worth.

All or Nothing? (Distraction-Proof Advisor Idea Video #210)

Be careful when someone offers you a small part of their total assets to test a new relationship...

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.

What to Say if You’re Young or Lack Experience (Distraction-Proof Advisor Idea Video #207)

How do you sound authoritative if you're young, lacking experience, or both?

David and Goliath, Part 2 (Distraction-Proof Advisor Idea Video #195)

No matter how strong your team is, you still have to take care of the details.

The Value of Bad Days (Distraction-Proof Advisor Idea Video #194)

Don't be too quick to forget your bad days...

Should You Demand All or Nothing? (Distraction-Proof Advisor Idea Video #161)

What do you do when a prospect thinks diversification entails using multiple financial advisors?

Words That Win Business (Distraction-Proof Advisor Idea Video #160)

When prospects tell you you're one of several advisors they're interviewing, don't get upset. Just be ready with language like this that illustrates how you're different from the competition and keeps you top-of-mind.