Tag: priorities

Olympic Lesson: A Better Goal Than More (Distraction-Proof Advisor Idea Video #345)

Contentment is priceless, and it is a much better objective than simply achieving more.

Say What Matters Most (Distraction-Proof Advisor Idea Video #335)

Clients, prospects, and referral partners need to hear your conviction for what you do, how you do it, and why. Tell them what matters most.

Simplify Surprising & Delighting Clients (Distraction-Proof Advisor Idea Video #328)

How do you surprise and delight your clients when you're slammed? It's simpler than you might think.

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.

Where To Spend Your Time and Money (Distraction-Proof Advisor Idea Video #322)

What's more important, spending your money and time on credentials or marketing?

Don’t Wait (Distraction-Proof Advisor Idea Video #316)

You need a big vision for your business. And just thinking about it isn't enough; you need a plan.

Don’t Just Slow Down (Distraction-Proof Advisor Idea Video #315)

As the end of year approaches, many people are looking forward to slowing down after Christmas. But I want to encourage you to do more...

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.

Do This Tough Thing (Distraction-Proof Advisor Idea Video #311)

Beware of focusing so intently on your business sprint to the end of the year that you miss the opportunity this week to deeply engage with those who mean the most.

Put Your Own Oxygen Mask On First (Distraction-Proof Advisor Idea Video #298)

Your clients need you to be at your best, especially now. Prioritize the rest you need to so you're equipped...