Tag: value

Developing New Professional Referral Relationships (Distraction-Proof Advisor Idea Video #339)

You want to develop a great referral relationship with a new Center of Influence. How do you stand out from the crowd?

Stop Using This Word (Distraction-Proof Advisor Idea Video #327)

Whether your firm allows you to charge for financial plans or not, never give a financial plan away for free.

Where To Spend Your Time and Money (Distraction-Proof Advisor Idea Video #322)

What's more important, spending your money and time on credentials or marketing?

Help for Age- & Stage-Targeted Advice (Distraction-Proof Advisor Idea Video #318)

Here's a great tool to show people you're the one to guide them through all the financial stages of life.

Let Prospects’ Purpose Set Your Pace (Distraction-Proof Advisor Idea Video #294)

Initial meetings with prospects need to have a different pace depending on whether they are likely ideal potential clients or simply tire kickers.

Share This Tool To Show Your Value (Distraction-Proof Advisor Idea Video #284)

Get this free tool to help prospects provide their loved ones with exceptionally important details...

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.

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.