Tag: marketing

Don’t Waste This Question (Distraction-Proof Advisor Idea Video #310)

This holiday season people are going to ask you how business has gone this year. Be prepared with a great, simple answer like this.

Ideas for Summer Fun (Distraction-Proof Advisor Idea Video #292)

Not every client interaction has to be a buttoned-up, hyper-professional event. Here are a couple of ideas on how to make summer a little more fun.

You Are Not Different – Stop Saying You Are (Distraction-Proof Advisor Idea Video #283)

Advisors often deliver similar services. Instead of worrying about being different, describe who and how you help.

You’ll Be Asked This – Don’t Waste It (Distraction-Proof Advisor Idea Video #234)

When clients ask how you're doing, tactically describe what you've been doing to equip them with words to easily refer you to others.

Best Practices for Incorporating Video Into Your Advisor Website (Distraction-Proof Advisor Idea Video #178)

Guest vlogger Samantha Russell from Twenty Over Ten shares best practices when using video on your advisor website.

Change: A Perfect Publicity Opportunity (Distraction-Proof Advisor Idea Video #177)

Changes provide great opportunities to publicize your expertise and emphasize how you help.

Grow Your COIs: Here’s How We Did It – Part II (Distraction-Proof Advisor Idea Video #143)

How do you start relationships with Centers of Influence you don't know yet?

Grow Your COIs: Here’s How We Did It, Part I (Distraction-Proof Advisor Idea Video #142)

Now is a great time to be deepening relationships with Centers of Influence.

Stop Saying You’re Different (Distraction-Proof Advisor Idea Video #102)

Stop telling everyone you're different, because you probably aren't. Instead, tell them how you help.

Show How You Help (Distraction-Proof Advisor Idea Video #70)

How do you easily and effectively communicate what you do and how you help?