Tag Archives: financial advisors

How to Avoid Typical Advisor Syndrome (TAS)

Avoid TAS

True story: I recently sat down to work with an advisor who was planning for an initial meeting with a prospect. When I asked about what call outcomes were possible if the first meeting went well, the advisor said “of course” presenting recommendations would be the next step. When I asked why, they replied, “Well, […]

What Does A Great Prospecting “Touch” Look Like?

If someone were to walk up beside you and touch you without warning, what would your first reaction be? Even before COVID-19, you would probably recoil a little to an unexpected, unsolicited touch. Or you might ignore it and hope it doesn’t happen again. But then it happens again! Prospecting new clients is not so […]

Turning Online Meetings Into Opportunity

Unless you were already advising remotely, current events have forced a major shift in the way you run your practice.  In a VERY recent survey of my online workshop attendees, 70% of my participants reported canceling ALL face-to-face meetings.  (Flatten the curve! Wash your hands!) But while some Advisors may rightly lament the loss of […]