Tag: video

The Key To Getting It All Done (Distraction-Proof Advisor Idea Video #13)

We're all jammed with seemingly too much to do in too little time. Use this method to make the most of your time.

What to Ask for Thanksgiving (Distraction-Proof Advisor Idea Video #12)

When you’re with those you care about most this holiday, show your gratitude by asking this.

Crush the Credibility Issue (Distraction-Proof Advisor Idea Video #11)

How do you gain prospects' confidence when you don't have a long-term track record to point to?

Choose Your Words Purposefully (Distraction-Proof Advisor Idea Video #10)

When you meet with prospects and clients, your words matter. Don't leave what you're going to say to chance or figure whatever comes out will be close enough to what you meant to say.

Quickly Connect At Your First Meeting (Distraction-Proof Advisor Idea Video #9)

A first meeting with a prospect is a lot like a first date. You want to impress, but not necessarily commit yet. What should you say?

Effectively Answer “What Do You Do?” (Distraction-Proof Advisor Idea Video #8)

The simple question, "What do you do?" doesn't need to tie you up in knots. Focus on these three Rs to ensure you have your elevator pitch mastered.

Say Thank You (Distraction-Proof Advisor Idea Video #7)

Here's a simple way to stand out from the crowd this holiday season with the timing of a simple "Thank You."

Follow Through Like This (Distraction-Proof Advisor Idea Video #6)

Many advisors fail to recognize the importance of this last, vital step to successful client meetings.

Get Personal (Distraction-Proof Advisor Idea Video #5)

Great advisors get personal with the people they work with. Here's an easy way to learn valuable information about what matters most to your clients.

Protect Your Time: Schedule Ahead (Distraction-Proof Advisor Idea Video #4)

Give your client peace of mind and yourself more time!