Tag: setting expectations

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.

They Look Great…But You Need to Let Them Walk (Distraction-Proof Advisor Idea Video #319)

Does it really matter if you stray from your standard process to accommodate a potentially great client?

Save Time with this Voicemail Tweak (Distraction-Proof Advisor Idea Video #301)

Save yourself time and serve your clients more efficiently with this small change to your voicemail message.

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.

Rejection Never Feels Great…Initially At Least (Distraction-Proof Advisor Idea Video #281)

When you set a price for your services and prospects reject working with you because they don't want to pay your fee, it's OK.

Bad Behavior Will Not Be Tolerated (Distraction-Proof Advisor Idea Video #268)

Unruly clients are a bigger threat to your business than you might think.

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?

Saying These Nice Words is a Mistake (Distraction-Proof Advisor Idea Video #203)

Telling clients you'll be available anytime they need you is asking for trouble.