Tag: Paul Kingsman

We Need to Talk (Distraction-Proof Advisor Idea Video #31)

Being a great communicator is one of your key jobs as an advisor. Do you know what to say?

Q1 Is Done – Where Are You? (Distraction-Proof Advisor Idea Video #30)

Take time to do your own quarterly review.

The Right Way to Start Client Relationships (Distraction-Proof Advisor Idea Video #29)

Get relationships off on the right foot by telling clients you’re NOT always available to them.

Get Referred – Here’s How (Distraction-Proof Advisor Idea Video #28)

Use these simple tips to establish and grow valuable relationships with Centers of Influence to have them recommend you to their best clients.

Beware of Offering a Second Opinion (Distraction-Proof Advisor Idea Video #27)

Offering a second opinion is not the great prospecting tool you may have heard it is. In fact, it can open you up to all kinds of dangers.

How To Recover When Things Go Wrong (Distraction-Proof Advisor Idea Video #26)

What to do when you lose a deal.

Do This & Expect Success (Distraction-Proof Advisor Idea Video #25)

Have you done everything you need to deserve the right to expect success?

Master This To Keep Clients For Life (Distraction-Proof Advisor Idea Video #24)

This key approach makes you invaluable to your clients so they want to stay with you for the long-term.

How Are You Answering Clients’ Biggest Question? (Distraction-Proof Advisor Idea Video #23)

No matter what they verbalize, new clients’ biggest question is always, “Can I trust you?” Take these three simple steps to quickly build that vital trust.

Pay The Price – It’s Worth It (Distraction-Proof Advisor Idea Video #22)

Are you quitting too early? Or are you really doing what it takes to be a skillful advisor?