Tag: effective language

What Would You Say Next? (Distraction-Proof Advisor Idea Video #308)

You're talking with a prospect and suddenly they're telling you they're mired in debt. What do you say next?

Save Time with this Voicemail Tweak (Distraction-Proof Advisor Idea Video #301)

Save yourself time and serve your clients more efficiently with this small change to your voicemail message.

Three Words to Open a World of Insight (Distraction-Proof Advisor Idea Video #300)

Knowing some family history can give you exceptionally helpful insights into your clients' attitudes, behaviors, and desires. Easily open the door to the conversation with this simple phrase.

Make Your Client a Referral Hero (Distraction-Proof Advisor Idea Video #297)

Use this small riff on the I've always recommended advisors use to make it even more effective...

It’s Okay to Say, “We Don’t Work That Way” (Distraction-Proof Advisor Idea Video #296)

If prospects want to work with you, but only on their terms, it's not going to be a good fit. Be confident in sticking to your process...

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!

Let Prospects’ Purpose Set Your Pace (Distraction-Proof Advisor Idea Video #294)

Initial meetings with prospects need to have a different pace depending on whether they are likely ideal potential clients or simply tire kickers.

STOP. DOING. THIS. NOW. It’s Not What Your Clients Need Most (Distraction-Proof Advisor Idea Video #291)

Financial markets are volatile. Don't expect graphs of historical market performance to immediately make your clients feel better.

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.