effective language

More Words to Clarify How You Help (Distraction-Proof Advisor Idea Video #252)

People will like, trust and remember you if you help them feel smart, and analogies are an easy way to make that happen.

When navigating unknown terrain, would you prefer to use a compass or a map?

The golf course is a great place to prospect, but NOT because you have a captive audience for four hours!

Often when meeting with people, advisors spend a lot of time telling about their own credentials and experience. A better approach is...

If you keep taking on clients when you've reached capacity, your service and reputation will suffer. Here's how to tell clients you're full...

You can easily turn prospects off with too much attention.

Waiting until it’s perfect can actually be code for simple procrastination. Stop waiting!

When clients ask how you're doing, tactically describe what you've been doing to equip them with words to easily refer you to others.

As a fiduciary, you have an obligation to help your clients with end-of-life planning. Have you sufficiently prepared your clients?

If you're not charging for financial plans, you're not adding value, you're wasting it.