Tag: financial planning

Developing New Professional Referral Relationships (Distraction-Proof Advisor Idea Video #339)

You want to develop a great referral relationship with a new Center of Influence. How do you stand out from the crowd?

Stop Using This Word (Distraction-Proof Advisor Idea Video #327)

Whether your firm allows you to charge for financial plans or not, never give a financial plan away for free.

Help for Age- & Stage-Targeted Advice (Distraction-Proof Advisor Idea Video #318)

Here's a great tool to show people you're the one to guide them through all the financial stages of life.

Easy Low-Cost, High-Yield Returns (Distraction-Proof Advisor Idea Video #282)

When you're talking with people about what their future could look like, bring some excitement to the conversation and genuine enthusiasm about how you can help them get there.

Rejection Never Feels Great…Initially At Least (Distraction-Proof Advisor Idea Video #281)

When you set a price for your services and prospects reject working with you because they don't want to pay your fee, it's OK.

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.

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.

Value Added or Value Wasted? (Distraction-Proof Advisor Idea Video #230)

If you're not charging for financial plans, you're not adding value, you're wasting it.

The IRS’s Great Plan for Your Clients (Distraction-Proof Advisor Idea Video #196)

If clients or prospects balk at the idea of your preparing a financial plan for them, remind them they have one by default. Whether they like or not is the question.