Tag: value

Make It About Value, Not Price (Distraction-Proof Advisor Idea Video #259)

If you offer a solution to people's problem, the price you charge for what you do becomes a non-issue. Keep people focused on the benefits they can expect to experience when they work with you.

Don’t Give This Away – Part 2 (Distraction-Proof Advisor Idea Video #257)

Last week I said that you are doing your clients a disservice if you don’t charge for doing a financial plan. But some of you are not even allowed to charge for doing a financial plan. So, what are you supposed to do?

Don’t Give This Away – Part I (Distraction-Proof Advisor Idea Video #256)

If you're not charging people for financial plans, you're actually doing them a disservice.

How To Tell Clients You’re Full (Distraction-Proof Advisor Idea Video #241)

If you keep taking on clients when you've reached capacity, your service and reputation will suffer. Here's how to tell clients you're full...

Go Ahead – Raise Your Fees (Distraction-Proof Advisor Idea Video #239)

If you're providing great service and meeting clients' important needs, don't hesitate to charge a premium price for your services...

Know Which Clients Provide Most Value (Distraction-Proof Advisor Idea Video #238)

Unless you know who your most profitable clients are, you'll waste valuable resources chasing non-ideal prospects.

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.

Prioritize Who Matters Most (Distraction-Proof Advisor Idea Video #168)

When goal setting for next year, remember to prioritize what really matters most.

Don’t Get Left Behind (Distraction-Proof Advisor Idea Video #167)

Great advisors are more than simply money managers or even financial planners: they play the part of a coach.

Deliver Like Don (Distraction-Proof Advisor Idea Video #159)

Be like Don: taking care of the details, in ways no one else may think of, to deliver phenomenal service.