What Not to Do in The First Client Meeting

What Not to Do in The First Client Meeting

It takes hard work and perseverance to set up a first appointment with a potential client. Don’t waste this precious opportunity by approaching the meeting in the wrong way...

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Educate Clients What It Really Means to Invest

Educate Clients What It Really Means to Invest

No matter how inherently intelligent your clients may be, never assume they have a clear understanding of what ‘investing’ really involves. For many people a financial plan consists of...

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Don Connelly recording an audio podcast

Put Rejection in Perspective

A while back I was kicking around ideas with a friend of mine, Mark Jennings. Mark's an advisor with Investors Group. He told me a great story that will...

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How to Make Sure Your Message Sticks

How to Make Sure Your Message Sticks

We tend to forget most of what we’ve been told within a week, unless that message has been repeatedly reinforced. So, unless you reinforce your messages and deliver them...

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How to Get Prospects Off The Fence

How to Get Prospects Off The Fence

When a prospect turns around and says he or she needs to think things over they’re likely basing their indecision on fear or laziness. Maybe they’re fearful about the...

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Become What People Want - video podcast

Become What People Want

Let’s talk about becoming what people want. Do you know what people want? People want a beacon of anti-stress. Watch the video or read the transcript to learn how you...

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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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