Tag: relationship

What Would You Say Next? (Distraction-Proof Advisor Idea Video #308)

You're talking with a prospect and suddenly they're telling you they're mired in debt. What do you say next?

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.

Ideas for Summer Fun (Distraction-Proof Advisor Idea Video #292)

Not every client interaction has to be a buttoned-up, hyper-professional event. Here are a couple of ideas on how to make summer a little more fun.

STOP. DOING. THIS. NOW. It’s Not What Your Clients Need Most (Distraction-Proof Advisor Idea Video #291)

Financial markets are volatile. Don't expect graphs of historical market performance to immediately make your clients feel better.

Hospitality Beats Service (Distraction-Proof Advisor Idea Video #290)

If you want your clients to be loyal raving fans, don't just service them⁠—show them hospitality.

It’s Tax Time – Do This Now (Distraction-Proof Advisor Idea Video #278)

Tax time's approaching. Here's how to be most helpful to the CPAs you're working with as well as show your clients you have them top of mind.

An Easy (and Inexpensive) Way To Show You Care (Distraction-Proof Advisor Idea Video #277)

We could all use a little encouragement. Use this easy way to let clients (as well as your own team members and COIs) know you care about them...

3 Powerful Points for Your First 2022 Client Conversation (Distraction-Proof Advisor Idea Video #276)

Now is the time to contact your clients to start the year with meaningful connections. Use this language to make a great impression, show your care for your clients, and gently remind them about referrals, all within your first 2022 conversation.

Don’t Wait for a Silent Night (Distraction-Proof Advisor Idea Video #273)

Just like the original Christmas, things are hardly "all calm and bright" at the moment.

Greetings from the Distraction-Proof Advisor Team

Our team is grateful for you!