Tag: financial advisor

What To Say To Prospects Concerned About Your Minimums (Distraction-Proof Advisor Idea Video #112)

Prospects often express concern over the small size of their assets, but their apprehension is really about much more.

Picture It This Clearly – Part II (Distraction-Proof Advisor Idea Video #111)

Create visuals to keep your clients focused on their longer-term objectives.

Picture It This Clearly – Part I (Distraction-Proof Advisor Idea Video #110)

What does success look like to you? Where, specifically, are you heading in your business? You need a clear, literal image.

Beware of Doing Business with Friends (Distraction-Proof Advisor Idea Video #109)

Turning friends into clients can be tricky to navigate. If you do choose that path, go in with eyes wide open!

Your 90-Day Push (Distraction-Proof Advisor Idea Video #108)

Do you know what you need to do to get where you want to be by the end of this year?

An Advantage of Incarceration (Distraction-Proof Advisor Idea Video #107)

Hopefully you don't have to be incarcerated to get some quiet time in your life, but what are you doing to make sure you get a break from life's distracting noise?

Jail Time & the Impact of Listening (Distraction-Proof Advisor Idea Video #106)

Consistently, genuinely listening gains trust. Are you engaging like you should?

Leave Negative Experiences Behind (Distraction-Proof Advisor Idea Video #105)

Don't let past negative experiences limit you today.

Don’t Try to be Top of Mind (Distraction-Proof Advisor Idea Video #104)

Don't try to be top of mind. Instead just focus on being helpful.

Client Communication: Less is More (Distraction-Proof Advisor Idea Video #103)

Many advisors communicate with clients much more often than they should.