Tag: financial advisor

Got Inspiration? Watch The Last Gold (Distraction-Proof Advisor Idea Video #260)

Get a dose of inspiration to keep you focused as we head into the last quarter of the year.

Make It About Value, Not Price (Distraction-Proof Advisor Idea Video #259)

If you offer a solution to people's problem, the price you charge for what you do becomes a non-issue. Keep people focused on the benefits they can expect to experience when they work with you.

Follow Your Own Advice (Distraction-Proof Advisor Idea Video #258)

Last week I said that you are doing your clients a disservice if you don’t charge for doing a financial plan. But some of you are not even allowed to charge for doing a financial plan. So, what are you supposed to do?

Don’t Give This Away – Part 2 (Distraction-Proof Advisor Idea Video #257)

Last week I said that you are doing your clients a disservice if you don’t charge for doing a financial plan. But some of you are not even allowed to charge for doing a financial plan. So, what are you supposed to do?

Don’t Give This Away – Part I (Distraction-Proof Advisor Idea Video #256)

If you're not charging people for financial plans, you're actually doing them a disservice.

Follow Successful Olympians’ Lead (Distraction-Proof Advisor Idea Video #255)

Consistently successful people all have one thing in common. Take a leaf out of successful people's playbook...

Expecting Success Has a Cost (Distraction-Proof Advisor Idea Video #254)

While success is never guaranteed, you can earn the right to expect it if you do the work required.

Currently Leading the Olympic-Medal Count: Distractions (Distraction-Proof Advisor Idea Video #253)

Even before the Olympics have officially opened, distractions have already claimed many dreams.

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.

Use Words Like This to Clarify How You Help (Distraction-Proof Advisor Idea Video #251)

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