Tag: prospecting

Choose Your Words Purposefully (Distraction-Proof Advisor Idea Video #10)

When you meet with prospects and clients, your words matter. Don't leave what you're going to say to chance or figure whatever comes out will be close enough to what you meant to say.

Quickly Connect At Your First Meeting (Distraction-Proof Advisor Idea Video #9)

A first meeting with a prospect is a lot like a first date. You want to impress, but not necessarily commit yet. What should you say?

Effectively Answer “What Do You Do?” (Distraction-Proof Advisor Idea Video #8)

The simple question, "What do you do?" doesn't need to tie you up in knots. Focus on these three Rs to ensure you have your elevator pitch mastered.

Client Testimonials

"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"

Michelle Glass, Glass Financial Advisors