Blog

Ideas and advice to move you forward faster.

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.

Don’t Unwittingly Impede Colleagues (Distraction-Proof Advisor Idea Video #326)

When you bring a new advisor onto your team, don't hamstring them with this title.

Compassion But Not Capitulation (Distraction-Proof Advisor Idea Video #325)

Advisors often have big hearts and want to accommodate everyone. But that can be a problem.

Small Steps for Big Success (Distraction-Proof Advisor Idea Video #324)

Taking small, sometimes even seemingly inconsequential steps consistently is the key to making miles of progress. What does this look like for you, as an advisor?

Connecting with Clients’ Children (Distraction-Proof Advisor Idea Video #323)

Most advisors understand the importance of connecting with clients' children. However, they often overthink it. But it's easier than you might think.

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?

Who’s In Your Corner? (Distraction-Proof Advisor Idea Video #321)

We all need someone in our corner. Who listens to, supports, and encourages you?

Dealing with Imposter Syndrome (Distraction-Proof Advisor Idea Video #320)

Do you wonder if you're really qualified to be advising people what to do with their money?

They Look Great…But You Need to Let Them Walk (Distraction-Proof Advisor Idea Video #319)

Does it really matter if you stray from your standard process to accommodate a potentially great client?

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.