Tag: first meeting

Olympic Lesson: Leave Nothing to Chance (Distraction-Proof Advisor Idea Video #343)

There's no greater feeling than knowing you've taken care of all the vital details. Just like the successful athlete, the successful advisor is prepared.

Olympic Lesson: Plan A Strong Finish (Distraction-Proof Advisor Idea Video #341)

How you finish is much more important than how you start. Plan and practice your prospect-meeting finishes.

Compassion But Not Capitulation (Distraction-Proof Advisor Idea Video #325)

Advisors often have big hearts and want to accommodate everyone. But that can be a problem.

Connecting with Clients’ Children (Distraction-Proof Advisor Idea Video #323)

Most advisors understand the importance of connecting with clients' children. However, they often overthink it. But it's easier than you might think.

They Look Great…But You Need to Let Them Walk (Distraction-Proof Advisor Idea Video #319)

Does it really matter if you stray from your standard process to accommodate a potentially great client?

Uncover Distractions (Distraction-Proof Advisor Idea Video #314)

One key question will show prospects you're serious about financial planning and demonstrate they don't need to search for a great financial advisor any longer.

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.

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.