Tag: financial advisor

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.

Ruthless Advisors Succeed Sooner (Redux) (Distraction-Proof Advisor Idea Video #213)

Succeeding sooner requires you to be both ruthlessly clinical AND wonderfully relational.

Recalibrate Now for Future Success (Distraction-Proof Advisor Idea Video #186)

With the postponement of the Summer Olympics, the world's greatest athletes are now recalibrating to prepare for future success. To ensure their own future success, great advisors are also recalibrating to the new environment we're in.

Stop Doing This & Call Your Leighannes (Distraction-Proof Advisor Idea Video #185)

Communicating with clients is vital during this challenging time, but be sensitive about what your communicating...

Work-from-Home Hacks (Distraction-Proof Advisor Idea Video #184)

Working from home, as many advisors are doing during this health crisis, is presenting its own challenges. Here are some ways to work more effectively.

Healthy Screen Time (Distraction-Proof Advisor Idea Video #183)

Even if your clients aren't venturing out, you can use technology to still have the benefit of face-to-face meetings.

Empathy, Inmates & Pinball (Distraction-Proof Advisor Idea Video #182)

All the recent angst-producing news and market volatility understandably have a lot of clients spooked. Part of your job is to compassionately listen and provide them some perspective and calm.

Grow Your COIs: Here’s How We Did It – Part II (Distraction-Proof Advisor Idea Video #143)

How do you start relationships with Centers of Influence you don't know yet?