Tag: value

Providing Clients Freedom (Distraction-Proof Advisor Idea Video #148)

In the busyness of our everyday activities, it can be easy to lose sight of the bigger picture. Remember the real value you provide to your clients.

More of What to Say During Volatile Markets (Distraction-Proof Advisor Idea Video #123)

People's nervous questions about the markets are a great opportunity for gentle prospecting.

What to Say During Volatile Markets (Distraction-Proof Advisor Idea Video #122)

The current market volatility gives you the perfect opportunity to illustrate the value you bring to your clients.

You CAN Raise Your Fees (Distraction-Proof Advisor Idea Video #49)

Staying out of the fee-compression trap relies on your answers to two questions.