effective language

When Referrals Aren’t a Good Fit (Distraction-Proof Advisor Idea Video #350)

What do you do when a client refers a friend, but after your first meeting, you realize it's not going to be a good fit?

When you're reconnecting with people at this time of year, don't miss this opportunity.

Here are two more communication habits which weaken your words. Stop using them to become a better communicator whose words hit the mark.

How you finish is much more important than how you start. Plan and practice your prospect-meeting finishes.

An easy way to connect with clients and stay top of mind when you don't have anything to say

You want to develop a great referral relationship with a new Center of Influence. How do you stand out from the crowd?

Scripts are a great tool to have in your belt because they give you conviction and confidence and free you to listen most effectively.

Scripts are a great tool to have in your belt because they give you conviction and confidence and free you to listen most effectively.

Clients, prospects, and referral partners need to hear your conviction for what you do, how you do it, and why. Tell them what matters most.

While offering second opinions on people's investment accounts is a widely-promoted prospecting tool, I say don't.