Tag: financial advisor

Gently Create Some Urgency for Referrals (Distraction-Proof Advisor Idea Video #317)

When making New Year and pre-tax season connections with clients, humbly showcase your business success and prompt referrals.

Don’t Wait (Distraction-Proof Advisor Idea Video #316)

You need a big vision for your business. And just thinking about it isn't enough; you need a plan.

Don’t Just Slow Down (Distraction-Proof Advisor Idea Video #315)

As the end of year approaches, many people are looking forward to slowing down after Christmas. But I want to encourage you to do more...

Uncover Distractions (Distraction-Proof Advisor Idea Video #314)

One key question will show prospects you're serious about financial planning and demonstrate they don't need to search for a great financial advisor any longer.

Enjoy the Prestige and Keep Your Sanity (Distraction-Proof Advisor Idea Video #313)

Are you stuck on the more-more-more treadmill, with your service slipping and you left exhausted? What if you decided you're full?

Finish Like This (Distraction-Proof Advisor Idea Video #312)

Be intentional about finishing off this year strongly.

Do This Tough Thing (Distraction-Proof Advisor Idea Video #311)

Beware of focusing so intently on your business sprint to the end of the year that you miss the opportunity this week to deeply engage with those who mean the most.

Don’t Waste This Question (Distraction-Proof Advisor Idea Video #310)

This holiday season people are going to ask you how business has gone this year. Be prepared with a great, simple answer like this.

Don’t Say This So Soon (Distraction-Proof Advisor Idea Video #309)

You want to connect with your clients and prospects before the holidays. How do you ensure you don't become just part of the distracting seasonal noise?

What Would You Say Next? (Distraction-Proof Advisor Idea Video #308)

You're talking with a prospect and suddenly they're telling you they're mired in debt. What do you say next?