Tag: prospecting

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.

Share This Tool To Show Your Value (Distraction-Proof Advisor Idea Video #284)

Get this free tool to help prospects provide their loved ones with exceptionally important details...

3 Illustrations To Help Grow Your Business (Distraction-Proof Advisor Idea Video #266)

We think in pictures, so take advantage of this.

Assumptions Can Derail You (Distraction-Proof Advisor Idea Video #265)

It can be easy to think potential ideal clients already have great advisors and get discouraged by that. Instead...