Tag: financial advisor

Watch Your MO (Distraction-Proof Advisor Idea Video #261)

Don't automatically assume people are acting with malicious intent or out of ignorance...

Got Inspiration? Watch The Last Gold (Distraction-Proof Advisor Idea Video #260)

Get a dose of inspiration to keep you focused as we head into the last quarter of the year.

Make It About Value, Not Price (Distraction-Proof Advisor Idea Video #259)

If you offer a solution to people's problem, the price you charge for what you do becomes a non-issue. Keep people focused on the benefits they can expect to experience when they work with you.

Follow Your Own Advice (Distraction-Proof Advisor Idea Video #258)

Last week I said that you are doing your clients a disservice if you don’t charge for doing a financial plan. But some of you are not even allowed to charge for doing a financial plan. So, what are you supposed to do?

Don’t Give This Away – Part 2 (Distraction-Proof Advisor Idea Video #257)

Last week I said that you are doing your clients a disservice if you don’t charge for doing a financial plan. But some of you are not even allowed to charge for doing a financial plan. So, what are you supposed to do?

Don’t Give This Away – Part I (Distraction-Proof Advisor Idea Video #256)

If you're not charging people for financial plans, you're actually doing them a disservice.

Follow Successful Olympians’ Lead (Distraction-Proof Advisor Idea Video #255)

Consistently successful people all have one thing in common. Take a leaf out of successful people's playbook...

Expecting Success Has a Cost (Distraction-Proof Advisor Idea Video #254)

While success is never guaranteed, you can earn the right to expect it if you do the work required.

Currently Leading the Olympic-Medal Count: Distractions (Distraction-Proof Advisor Idea Video #253)

Even before the Olympics have officially opened, distractions have already claimed many dreams.

More Words to Clarify How You Help (Distraction-Proof Advisor Idea Video #252)

People will like, trust and remember you if you help them feel smart, and analogies are an easy way to make that happen.