Tag: priorities

Let Prospects’ Purpose Set Your Pace (Distraction-Proof Advisor Idea Video #294)

Initial meetings with prospects need to have a different pace depending on whether they are likely ideal potential clients or simply tire kickers.

If The Shoe Fits, Enjoy It (Distraction-Proof Advisor Idea Video #287)

If you want to grow an increasingly successful advisory business, don't assume moving from a broker-dealer model to an RIA model is a forgone conclusion.

Go Ahead and Love on Your Small Clients (Distraction-Proof Advisor Idea Video #286)

A bigger business isn't always a better business, especially if you like working with smaller clients.

Actions Beat Intentions Every Time (Distraction-Proof Advisor Idea Video #275)

You won't profit from good ideas simply by hearing them or even thinking about them. You have to take intentional action to implement them.

Take Control of Your Morning (Distraction-Proof Advisor Idea Video #272)

Make the most of the very start of your day to set yourself up for a productive, successful day.

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.

Ruthless Advisors Succeed Sooner (Redux) (Distraction-Proof Advisor Idea Video #213)

Succeeding sooner requires you to be both ruthlessly clinical AND wonderfully relational.

Small Clients Want Big Attention? (Distraction-Proof Advisor Idea Video #201)

What do you do when the help your client needs isn't very profitable for you?

Significant Doesn’t Need To Be Extravagant (Distraction-Proof Advisor Idea Video #172)

Sometimes during the holidays, we can get caught up in the swirl of activity and make things too busy and complicated.

Set Yourself Up For No Regrets (Distraction-Proof Advisor Idea Video #171)

Rather living in regret about things undone, look back and identify what you want to change and achieve going forward.