How to Help Clients Make Good Decisions
Your job is as much about managing relationships as it is about managing money. You need to establish close ties with your clients so you can become a positive...
How People Find a Financial Advisor
People search for financial advisors in various ways and via numerous channels. To ensure your appointment book is full, you need to identify where your potential clients are searching...
5 More Questions Prospects May Ask You before Deciding to Hire You as Their Financial Advisor
Choosing a financial advisor is a big decision for potential clients, especially if they’re new to the world of investing. Not only will they be looking for someone suitably...
A First-Time Opportunity: Join Don Connelly for a Full Day Workshop/Retreat in Sarasota
Acquiring Effective Communication Skills – just 25 places available I am conducting a one-day workshop for Financial Advisors seeking to improve their soft skills.The soft skills and verbal skills you...
4 Tasks You Can Delegate to Grow Your Business
To grow your business, you need to focus on what’s important and this generally means prospecting and meeting with clients. There will be a host of routine tasks that...
Why You Need to Find a Niche Market and How to Identify One
The saying ‘you can’t please all the people all of the time’ is never truer than in this business. As a financial advisor you’re ill-advised to work with all...
When Do People Get a Financial Advisor?
No two clients are exactly alike. People generally get a financial advisor for a number of reasons. Therefore, you need a flexible process in place when it comes to...
The First Client Meeting: Are You Making Any of These 10 Common Mistakes?
It’s all too easy to slip up in the first meeting and lose any opportunity to open the account – and this is especially true for new advisors. In this...
7 Things You Can Do for Clients to Show That You Care
If you are to be a successful financial advisor, you need to do more than simply manage money. You need to be great at managing relationships – in particular,...
Sacrificing Instant Gratification
I was talking with an advisor in Beverly Hills and she asked me a question. She actually made an observation, but it was in the form of a question....