Tag: financial advisor

Hard Work Isn’t All It’s Cracked Up to Be (Distraction-Proof Advisor Idea Video #280)

When people ask you how things are going, is "We're working hard!" your default response? Take another approach.

Don’t Do This, Especially in the Dark (Distraction-Proof Advisor Idea Video #279)

The middle of the night, when you're lying in the dark, is the worst time to worry. Do this instead.

It’s Tax Time – Do This Now (Distraction-Proof Advisor Idea Video #278)

Tax time's approaching. Here's how to be most helpful to the CPAs you're working with as well as show your clients you have them top of mind.

An Easy (and Inexpensive) Way To Show You Care (Distraction-Proof Advisor Idea Video #277)

We could all use a little encouragement. Use this easy way to let clients (as well as your own team members and COIs) know you care about them...

3 Powerful Points for Your First 2022 Client Conversation (Distraction-Proof Advisor Idea Video #276)

Now is the time to contact your clients to start the year with meaningful connections. Use this language to make a great impression, show your care for your clients, and gently remind them about referrals, all within your first 2022 conversation.

Actions Beat Intentions Every Time (Distraction-Proof Advisor Idea Video #275)

You won't profit from good ideas simply by hearing them or even thinking about them. You have to take intentional action to implement them.

Don’t Wait for a Silent Night (Distraction-Proof Advisor Idea Video #273)

Just like the original Christmas, things are hardly "all calm and bright" at the moment.

Take Control of Your Morning (Distraction-Proof Advisor Idea Video #272)

Make the most of the very start of your day to set yourself up for a productive, successful day.

Succeed Sooner With This One Thing (Distraction-Proof Advisor Idea Video #271)

Having a clear picture of what you want success to look like is a crucial first step to getting there.

Get Hands-On Help To Plan for 2022 Success (Distraction-Proof Advisor Idea Video #270)

Now is the time to plan for your success in 2022. Register for this free webinar.