Tag: first meeting

Share This Tool To Show Your Value (Distraction-Proof Advisor Idea Video #284)

Get this free tool to help prospects provide their loved ones with exceptionally important details...

3 Illustrations To Help Grow Your Business (Distraction-Proof Advisor Idea Video #266)

We think in pictures, so take advantage of this.

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.

Use Words Like This to Clarify How You Help (Distraction-Proof Advisor Idea Video #251)

When navigating unknown terrain, would you prefer to use a compass or a map?

Relax and Enjoy the Game (Distraction-Proof Advisor Idea Video #250)

The golf course is a great place to prospect, but NOT because you have a captive audience for four hours!

Give People a Vision (Distraction-Proof Advisor Idea Video #243)

Often when meeting with people, advisors spend a lot of time telling about their own credentials and experience. A better approach is...

Make Every Meeting Count – They Do Anyway (Distraction-Proof Advisor Idea Video #242)

It's easy to get lazy regarding prospect meetings; after all, if the people you're meeting with this week don't come on board, you'll have more opportunities to land new, ideal clients next week. Instead...

Tell People What to Do (Distraction-Proof Advisor Idea Video #216)

Giving prospects a range of potential next steps may showcase your depth of expertise, but what both they and you need most is for you to tell them what to do.

Why Second Opinions Are A Bad Investment (Distraction-Proof Advisor Idea Video #211)

Offering a second opinion can be enticing, but the next step can be more trouble than it's worth.

All or Nothing? (Distraction-Proof Advisor Idea Video #210)

Be careful when someone offers you a small part of their total assets to test a new relationship...