Tag: financial advisor

Your Choice: Determined or Disappointed? (Distraction-Proof Advisor Idea Video #62)

Do you want to be determined and focused today or disappointed and frustrated down the track?

Fire Clients When They Do This (Distraction-Proof Advisor Idea Video #61)

AUM is no excuse for bad behavior.

Answering the “So How Do You Get Paid?” Question (Distraction-Proof Advisor Idea Video #60)

Pick your price and clarify the value you deliver.

Here’s How We Got Great Referrals (Distraction-Proof Advisor Idea Video #59)

Impress your clients by going beyond their basic expectations and showing them how much you care.

Help Your Clients When They Need It Most (Distraction-Proof Advisor Idea Video #58)

Help your clients now so they are prepared when they can't help themselves.

Actually, Everyone Has a Financial Plan (Distraction-Proof Advisor Idea Video #57)

Whom do your clients want to plan their financial future - the IRS or you?

Lock onto Your Vision (Distraction-Proof Advisor Idea Video #56)

Use your vision to keep you distraction-proof.

Discipline Hack #4 – Complete Shutdown (Distraction-Proof Advisor Idea Video #55)

How you end your day has as much impact as how you start it.

Discipline Hack #3 – A Positive Morning Routine (Distraction-Proof Advisor Idea Video #54)

Getting your morning off to a great start with a go-to routine really does set up the rest of your day.

Discipline Hack #2 – Beware of Whom Is Influencing You (Distraction-Proof Advisor Idea Video #53)

Who are you allowing to consume your reservoir of emotional energy?