financial advisor

Stop Saying You’re Different (Distraction-Proof Advisor Idea Video #102)

Stop telling everyone you're different, because you probably aren't. Instead, tell them how you help.

Comfortably communicating the consequences of inaction is vital to your sales conversations.

Scientists have learned multi-tasking is a myth, so why do advisors keep trying to do it?

Just because you're not bouncing off the walls at work each day, doesn't mean you aren't on the track to great success.

Your words are your greatest tool to get people to take action. Deliver them effectively.

Some of the most important numbers to have a handle on are...

Do you really need to specifically measure your business' metrics?

Guide the internal monologue in your head at the start of the day to ensure you focus on what will make you most productive.

Tracking growth by AUM doesn't give you the most accurate picture of your business' health. Focus on profitability instead.

Often advisors focus on a formula for requesting referrals rather than their own approach. Here's a better way...