You Don't Have to Fear The Competition

You Don’t Have to Fear The Competition

You, like many other advisors, may feel you work in a highly competitive environment where the competition is trying to outmaneuver you every step of the way. In reality,...

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How to Make The Most of Cold Calling

How to Make The Most of Cold Calling

Cold calling is often discounted by advisors because they are wary of the compliance rules, and because it tends to have a low success ratio. The ‘Do Not Call’...

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What to Do in The First Client Meeting

What to Do in The First Client Meeting

Meeting with a prospective client for the first time makes many advisors nervous. It’s your big opportunity to influence people to do business with you - or lose them...

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What Makes a Good Story

What Makes a Story Good?

“Tell me a fact and I’ll learn. Tell me a truth and I’ll believe. But tell me a story and it will live in my heart forever”. This ancient...

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Don-Connelly-Associates

Weekly Focus: Goal Setting

The beginning of a given year is the time to rewrite our goals, our mission statement and our business plan. For some of us that will involve a major...

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Recognize When It’s Time to Move On

Recognize When It’s Time to Move On

Prospecting is the backbone of your business. It’s the one task you cannot delegate, since people need to like and trust you personally if they are to do business...

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