Tag: financial advisor

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?

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.