Tag: first meeting

Use Your Story to Connect (Distraction-Proof Advisor Idea Video #84)

Letting prospects hear your succinct story is a valuable step in building relationships.

4 Keys to Create Client Trust (Distraction-Proof Advisor Idea Video #83)

What prospects need to know before they'll say yes.

Actually, Everyone Has a Financial Plan (Distraction-Proof Advisor Idea Video #57)

Whom do your clients want to plan their financial future - the IRS or you?

Show Off Your Bench (Distraction-Proof Advisor Idea Video #38)

Let your prospects see what working with you will be like.

An Easy Close (Distraction-Proof Advisor Idea Video #37)

Avoid that awkwardness when your prospects say they want to "think about it."

Quickly Connect At Your First Meeting (Distraction-Proof Advisor Idea Video #9)

A first meeting with a prospect is a lot like a first date. You want to impress, but not necessarily commit yet. What should you say?

Client Testimonials

"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"

Michelle Glass, Glass Financial Advisors