Tag: relationship

Relax and Enjoy the Game (Distraction-Proof Advisor Idea Video #250)

The golf course is a great place to prospect, but NOT because you have a captive audience for four hours!

To Succeed Sooner, Find a Mentor – Part 2: Your Personal Board of Directors (Distraction-Proof Advisor Idea Video #246)

One of the best ways to save time and money and to succeed even sooner is to develop your own Board of Directors.

To Succeed Sooner, Find a Mentor – Part 1 (Distraction-Proof Advisor Idea Video #245)

The fastest way to achieve success is to get someone to help you. But how do you do that?

A Lesson from Shake Shack (Distraction-Proof Advisor Idea Video #233)

How you make your clients feel is as important as the professional advice you provide.

Christmas Doesn’t Have to be Exhausting (Distraction-Proof Advisor Idea Video #223)

Scrambling to get a miles-long to-do list all done in the few weeks leading up to Christmas can leave you exhausted. Instead...

Ruthless Advisors Succeed Sooner (Redux) (Distraction-Proof Advisor Idea Video #213)

Succeeding sooner requires you to be both ruthlessly clinical AND wonderfully relational.

4 High-Impact Ideas for The Last 90 Days (Distraction-Proof Advisor Idea Video #212)

Stand out by taking opportunities to strengthen relationships in this last quarter of the year.

Ideal Prospects But Broke? Part 2 (Distraction-Proof Advisor Idea Video #205)

Last week I encouraged you to work with people who are broke. Some of you wanted to know, "Won't that make me broke, too?"

Ideal Prospects But Broke? (Distraction-Proof Advisor Idea Video #204)

What do you do if someone seems to be an ideal client, except for little cash and few assets?

Small Clients Want Big Attention? (Distraction-Proof Advisor Idea Video #201)

What do you do when the help your client needs isn't very profitable for you?