Tag: financial advisor

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...

Make Your Client a Referral Hero (Distraction-Proof Advisor Idea Video #297)

Use this small riff on the I've always recommended advisors use to make it even more effective...

It’s Okay to Say, “We Don’t Work That Way” (Distraction-Proof Advisor Idea Video #296)

If prospects want to work with you, but only on their terms, it's not going to be a good fit. Be confident in sticking to your process...

Say This Not That To Follow Up Effectively (Distraction-Proof Advisor Idea Video #295)

After you've met with prospects, are you still calling "just to follow up"? Stop!

Let Prospects’ Purpose Set Your Pace (Distraction-Proof Advisor Idea Video #294)

Initial meetings with prospects need to have a different pace depending on whether they are likely ideal potential clients or simply tire kickers.

Crush Your Own Stack of Books (Distraction-Proof Advisor Idea Video #293)

You feel like you should read more. You want to read more. But who has the time?

Ideas for Summer Fun (Distraction-Proof Advisor Idea Video #292)

Not every client interaction has to be a buttoned-up, hyper-professional event. Here are a couple of ideas on how to make summer a little more fun.

STOP. DOING. THIS. NOW. It’s Not What Your Clients Need Most (Distraction-Proof Advisor Idea Video #291)

Financial markets are volatile. Don't expect graphs of historical market performance to immediately make your clients feel better.