Tag: effective language

Move From Transactional to Trusted (Distraction-Proof Advisor Idea Video #229)

Now is the ideal time to move from a transactional-based business to being a full-service financial advisor. And here's how to tell your clients about it.

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.

Use This Tool to Stay Top of Mind (Distraction-Proof Advisor Idea Video #215)

Getting yourself and your clients comfortable with virtual communication now will continue to pay off long after COVID's gone. Loom is a useful tool...

Stop Asking This (Distraction-Proof Advisor Idea Video #214)

There are two common questions I see recommended over and over, which you should definitely NOT be asking.

No Client Loves This, But Do It Anyway (Distraction-Proof Advisor Idea Video #208)

How do you smoothly transition existing clients to another advisor?

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?

Ideal Prospects But Broke? Part 2 (Distraction-Proof Advisor Idea Video #205)

Last week I encouraged you to work with people who are broke. Some of you wanted to know, "Won't that make me broke, too?"

Ideal Prospects But Broke? (Distraction-Proof Advisor Idea Video #204)

What do you do if someone seems to be an ideal client, except for little cash and few assets?

Saying These Nice Words is a Mistake (Distraction-Proof Advisor Idea Video #203)

Telling clients you'll be available anytime they need you is asking for trouble.

Forever Giving but Never Getting? (Distraction-Proof Advisor Idea Video #202)

What do you do when you keep referring your clients to other professionals but don't receive any referrals coming your way?