Don A. Connelly is a speaker, motivator and educator for financial advisors. During a career of more than 40 years on Wall Street, he worked for nearly 19 years as company spokesperson, senior vice president and senior marketing officer for Putnam Investments, in addition to holding positions as a stock broker, financial planner, branch manager, wholesaler and national sales manager. As founder and CEO of Don Connelly 24/7, he provides timely and provocative sales ideas to thousands of financial professionals, 24 hours a day, seven days a week.

Happy Thanksgiving – Why We Should Be Profoundly Grateful That We Are Financial Advisors

Happy Thanksgiving - Why we should be profoundly grateful that we are Financial Advisors

Despite the pervasive and crippling ‘bad news sells’ syndrome, people the world over do pause to give thanks for all that is good. Canadians celebrate Thanksgiving in October. The Koreans celebrate Chusok in August. The Chinese celebrate in August as well, in a festival called August Moon. India celebrates Pongal in January. The Germans normally celebrate Erntedankfest in October. The United States celebrates Thanksgiving in November. We all, in our own way, celebrate the bountiful harvest.

Why we should be profoundly grateful that we are Financial Advisors

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Teach Your Clients Not to Watch The Evening News

Teach Your Clients Not to Watch The Evening News

In our increasingly information-driven society, it’s your job to teach clients not to believe all they hear. They need you most of all when they’re being bombarded with negative news about the markets. Being exposed to excessive information without anyone there to guide them could see your clients making bad decisions regarding their investments.

Here are a few ideas how to make sure your clients stick to the plan despite what the media say.

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Help Clients Get to Know the ‘Real’ You

Help Clients Get to Know the Real You

Before a client makes the decision to do business with you he or she has to feel you are the ‘right fit’ for them. They’re about to embark on a journey into what’s often unknown territory for them – so they need to feel a real connection with their selected advisor.

Build rapport by letting prospective clients see the kind of person you really are. Let your personality shine through.

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How Do Clients Choose a Financial Advisor?

How Do Clients Choose a Financial Advisor?

If you don’t know what’s going on in a client’s mind when they’re choosing a financial advisor, you won’t be able to present yourself in a way that meets their needs. And you won’t get selected.

So let’s take a look at some of the things likely to be on a client’s mind when they’re looking for an advisor…

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6 Reasons Why You Should Develop a Succession Plan This Week

6 Reasons Why You Should Develop a Succession Plan This Week

Your ultimate success depends on your ability to create and maintain long-term relationships – relationships that are built on trust. If you want clients to trust you, they need to know you will be there for the rest of their lives. So, let them know you will put their interests above yours: Let them know that you have a succession plan.

Here are 6 reasons why you should have a succession plan in place.

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If You Try to Be Perfect, You Will Always Fall Short

If You Try to Be Perfect You Will Always Fall Short

Don’t constantly strive for perfection. You will never achieve it. It will simply waste your energy and make you miserable. Instead, focus on what is achievable.

Sharpen your best skills and qualities so you can showcase them to clients and prospects. Practice them over and over until you get things right every time. Don’t dwell on what you’re not so good at.

Here are some ways to forget perfection and strive for excellence.

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New Advisors: Learning to Cope with These Five Things Will Help You Persevere

New Advisors - Learning to Cope with These Five Things Will Help You Persevere

Outstanding advisors possess sustainability; they have the ability to overcome mental and emotional obstacles in a way that average advisors can’t. Simply passing the relevant exams won’t help you develop these coping skills – they don’t get taught in training. So, if you too want to reach the top of your profession, you’ll need to develop a tough mindset and overcome difficulties that others cannot.

Here are five things you’ll frequently encounter in your practice that you need to cope with to stay the course.

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