Tag: relationship

When Referrals Aren’t a Good Fit (Distraction-Proof Advisor Idea Video #350)

What do you do when a client refers a friend, but after your first meeting, you realize it's not going to be a good fit?

Make the Most of Reconnecting (Distraction-Proof Advisor Idea Video #349)

When you're reconnecting with people at this time of year, don't miss this opportunity.

Stop “Just Touching Base!” Do This Instead (Distraction-Proof Advisor Idea Video #340)

An easy way to connect with clients and stay top of mind when you don't have anything to say

Developing New Professional Referral Relationships (Distraction-Proof Advisor Idea Video #339)

You want to develop a great referral relationship with a new Center of Influence. How do you stand out from the crowd?

Words That Hamper Rapport (Distraction-Proof Advisor Idea Video #330)

In discovering prospects' attitudes and desires related to money, we often use the phrase, "Tell me...." While the intention is good, using these words can unwittingly create a barrier to rapport and trust. Instead...

Simplify Surprising & Delighting Clients (Distraction-Proof Advisor Idea Video #328)

How do you surprise and delight your clients when you're slammed? It's simpler than you might think.

Connecting with Clients’ Children (Distraction-Proof Advisor Idea Video #323)

Most advisors understand the importance of connecting with clients' children. However, they often overthink it. But it's easier than you might think.

Who’s In Your Corner? (Distraction-Proof Advisor Idea Video #321)

We all need someone in our corner. Who listens to, supports, and encourages you?

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.

Do This Tough Thing (Distraction-Proof Advisor Idea Video #311)

Beware of focusing so intently on your business sprint to the end of the year that you miss the opportunity this week to deeply engage with those who mean the most.