Tag: financial advisor

Start the New Year Right Part 1 of 4 (Distraction-Proof Advisor Idea Video #307)

No matter your business' size or stage, this process is key to successfully achieving what you want this year.

Our Top 5 Videos of 2022 (Distraction-Proof Advisor Idea Video #306)

Review 2022's Top 5 videos to help you start the New Year focused on what matters most.

Halt the Hectic This Holiday (Distraction-Proof Advisor Idea Video #305)

Year-end tax consequences, a crazy travel schedule, political unrest, a child who just can't wait. Sound like your Christmas?

Pause and Give Thanks (Distraction-Proof Advisor Idea Video #303)

Make time to slow down and think about who has positively influenced you. And then...

Got Effective Word Pictures? (Distraction-Proof Advisor Idea Video #303)

Give people something easy to remember. Word pictures, or analogies, are a great way to explain what you do and how you work.

Why Optimism Can Leave You Frustrated (Distraction-Proof Advisor Idea Video #302)

Simple optimism has its limits. Positive thinking, in contrast, will help you develop mental toughness.

Save Time with this Voicemail Tweak (Distraction-Proof Advisor Idea Video #301)

Save yourself time and serve your clients more efficiently with this small change to your voicemail message.

Three Words to Open a World of Insight (Distraction-Proof Advisor Idea Video #300)

Knowing some family history can give you exceptionally helpful insights into your clients' attitudes, behaviors, and desires. Easily open the door to the conversation with this simple phrase.

Use The Power of Reflection (Distraction-Proof Advisor Idea Video #299)

Use this often-overlooked habit of world-class athletes to get more out of Q3 and set yourself up to be a world-class advisor.

Put Your Own Oxygen Mask On First (Distraction-Proof Advisor Idea Video #298)

Your clients need you to be at your best, especially now. Prioritize the rest you need to so you're equipped...