Tag: financial advisor

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?

Make the Most of Reconnecting (Distraction-Proof Advisor Idea Video #349)

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

Two More Communication Crutches To Avoid (Distraction-Proof Advisor Idea Video #348)

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

Olympic Lesson: How to Make Big Goals Reality (Distraction-Proof Advisor Idea Video #347)

While the Paris Olympics are over, the successful 2028 LA Olympians are all doing this now. Take a page from their playbook to make sure reach your big longer-term goals.

Olympic Lesson: Make Time To Give Back (Distraction-Proof Advisor Idea Video #346)

Consider how people have supported and helped you as you have worked to achieve your goals, and then consider where you have capacity to give others a helping hand.

Olympic Lesson: A Better Goal Than More (Distraction-Proof Advisor Idea Video #345)

Contentment is priceless, and it is a much better objective than simply achieving more.

Olympic Lesson: Take Care of Little Steps for Big Results (Distraction-Proof Advisor Idea Video #344)

Get specific about using your time intentionally.

Olympic Lesson: Leave Nothing to Chance (Distraction-Proof Advisor Idea Video #343)

There's no greater feeling than knowing you've taken care of all the vital details. Just like the successful athlete, the successful advisor is prepared.

Olympic Lesson: See It to Believe It (Distraction-Proof Advisor Idea Video #342)

Big goals that are most likely to be achieved start with a vivid picture of what success will look like.

Olympic Lesson: Plan A Strong Finish (Distraction-Proof Advisor Idea Video #341)

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