Tag: relationship

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?

The Key to Great Referral Relationships (Distraction-Proof Advisor Idea Video #200)

Developing great referral relationships is simple, if you just remember one thing...

Who’s Changed Your Life? (Distraction-Proof Advisor Idea Video #187)

This time of uncertainty and tension is perfect for starting the healthy habit of expressing gratitude for people who have made a positive impact in your life.

Recalibrate Now for Future Success (Distraction-Proof Advisor Idea Video #186)

With the postponement of the Summer Olympics, the world's greatest athletes are now recalibrating to prepare for future success. To ensure their own future success, great advisors are also recalibrating to the new environment we're in.

Stop Doing This & Call Your Leighannes (Distraction-Proof Advisor Idea Video #185)

Communicating with clients is vital during this challenging time, but be sensitive about what your communicating...

Healthy Screen Time (Distraction-Proof Advisor Idea Video #183)

Even if your clients aren't venturing out, you can use technology to still have the benefit of face-to-face meetings.

Empathy, Inmates & Pinball (Distraction-Proof Advisor Idea Video #182)

All the recent angst-producing news and market volatility understandably have a lot of clients spooked. Part of your job is to compassionately listen and provide them some perspective and calm.