Tag: trust

Olympic Lesson: Plan A Strong Finish (Distraction-Proof Advisor Idea Video #341)

How you finish is much more important than how you start. Plan and practice your prospect-meeting finishes.

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...

Uncover Distractions (Distraction-Proof Advisor Idea Video #314)

One key question will show prospects you're serious about financial planning and demonstrate they don't need to search for a great financial advisor any longer.

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.

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.

Master This And Keep Clients For Life (Distraction-Proof Advisor Idea Video #180)

To truly be a great advisor, you have to genuinely be interested in people.

More Important Than Being Liked (Distraction-Proof Advisor Idea Video #153)

We all like to be liked. But earning respect is much more important to your business.

Don’t Let TMI Sabotage Your Relationships (Distraction-Proof Advisor Idea Video #136)

As in romance, so too in business: too much information too soon will kill potentially great relationships.

Jail Time & the Impact of Listening (Distraction-Proof Advisor Idea Video #106)

Consistently, genuinely listening gains trust. Are you engaging like you should?

How Are You Answering Clients’ Biggest Question? (Distraction-Proof Advisor Idea Video #23)

No matter what they verbalize, new clients’ biggest question is always, “Can I trust you?” Take these three simple steps to quickly build that vital trust.