Tag: prospecting

Should You Demand All or Nothing? (Distraction-Proof Advisor Idea Video #161)

What do you do when a prospect thinks diversification entails using multiple financial advisors?

Words That Win Business (Distraction-Proof Advisor Idea Video #160)

When prospects tell you you're one of several advisors they're interviewing, don't get upset. Just be ready with language like this that illustrates how you're different from the competition and keeps you top-of-mind.

The Beginning of the COI Dance (Distraction-Proof Advisor Idea Video #156)

How to follow up with centers of influence to maximize your connections with them.

After the Introduction – What Next? (Distraction-Proof Advisor Idea Video #155)

Once you've made a great introductory connection, what next?

How to Be Quickly Memorable (Distraction-Proof Advisor Idea Video #154)

In our sound-bite world, know how to make yourself quickly memorable.

Avoid These Two Dream Killers (Distraction-Proof Advisor Idea Video #139)

Don't let disappointments or fears from previous experiences derail your prospect meetings before they even start.

Confidently Close Prospect Meetings (Distraction-Proof Advisor Idea Video #127)

Instead of getting anxious, make asking prospects for their business the comfortable, logical next step, whenever it happens.

More of What to Say During Volatile Markets (Distraction-Proof Advisor Idea Video #123)

People's nervous questions about the markets are a great opportunity for gentle prospecting.

Beware of Doing Business with Friends (Distraction-Proof Advisor Idea Video #109)

Turning friends into clients can be tricky to navigate. If you do choose that path, go in with eyes wide open!

Don’t Try to be Top of Mind (Distraction-Proof Advisor Idea Video #104)

Don't try to be top of mind. Instead just focus on being helpful.