Tag: prospecting

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.

Don’t Offer Second Opinions (Distraction-Proof Advisor Idea Video #334)

While offering second opinions on people's investment accounts is a widely-promoted prospecting tool, I say don't.

Perspective When Facing Fears (Distraction-Proof Advisor Idea Video #332)

When it comes to talking to strangers, the fear can be real. Here are some ways to add calming perspective and connect with ideal clients who need your help.

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.

They Look Great…But You Need to Let Them Walk (Distraction-Proof Advisor Idea Video #319)

Does it really matter if you stray from your standard process to accommodate a potentially great client?

Help for Age- & Stage-Targeted Advice (Distraction-Proof Advisor Idea Video #318)

Here's a great tool to show people you're the one to guide them through all the financial stages of life.

Three Words to Open a World of Insight (Distraction-Proof Advisor Idea Video #300)

Knowing some family history can give you exceptionally helpful insights into your clients' attitudes, behaviors, and desires. Easily open the door to the conversation with this simple phrase.

It’s Okay to Say, “We Don’t Work That Way” (Distraction-Proof Advisor Idea Video #296)

If prospects want to work with you, but only on their terms, it's not going to be a good fit. Be confident in sticking to your process...

Say This Not That To Follow Up Effectively (Distraction-Proof Advisor Idea Video #295)

After you've met with prospects, are you still calling "just to follow up"? Stop!

Don’t Open the Door to Strangers (Distraction-Proof Advisor Idea Video #288)

When you ask prospects what they're hearing from their advisors, you unnecessarily invite those advisors into your conversation and immediately risk losing control.