In this category, we will share stories and practical tips for financial advisors and consultants which have proven to be best practices throughout the years.

To Be The Best Financial Advisor You Can, It’s Essential to Challenge Yourself

Challenge Yourself To Be The Best Financial Advisor You Can

There are two paths you can follow in your career: One that goes uphill or the easy one, which involves simply getting through the day. Not many people take the steepest and hardest path, which is why so few really achieve success. But if you’re prepared to challenge yourself and commit to hard work, practice and persevere, you will maximize your talent and do what unsuccessful people are not willing to do.

So, step out of your comfort zone and start creating your own success story. Here are a few important self-challenges.

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What’s The Greatest Cause of Burnout among Financial Advisors

A Blueprint for Aspiring Million Dollar {Producers to Follow - AskDON

Here’s a question I received from Ricardo in Portugal. He’s writing about burnout with an interesting question.

What’s the greatest cause of burnout among advisors in the United States?

I think that actually is very easy to answer. Whether it’s Los Angeles or Lisbon, it doesn’t really matter.

Listen to the audio or read the transcript below to learn what Don thinks the greatest cause of burnout among Financial Advisors is.

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Take Back Control of Your Financial Advisor Career

Take Back Control of Your Financial Advisor Career

If you feel your career is at a crossroads, or that things are not going your way you need to adapt your attitude and learn to make better decisions. In the words of the late Earl Shoaff ‘Don’t wish it were easier, wish you were better. Don’t wish for fewer problems, wish for more skills”.

The only thing holding you back in life is you. You alone determine your future, not the outside world. So, if you don’t like where you are – get in the driver’s seat and take control.

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Put in The Effort if You Want to Become The Most Sought-after Financial Advisor in Town

Become The Most Sought-after Financial Advisor in Town

To become a truly elite financial advisor you need to have an incredible work ethic. If you’re new to the business, you will need to spend most of your time actively prospecting and looking for clients. It could take years to build a solid client base – but when you have built up the right clientele, you will be rewarded with a pool of people who are happy and willing to provide you with referrals.

To achieve this enviable position, continually visualize yourself as a first-class advisor. Program that picture into your subconscious mind. Then work harder than any other advisor, perfect your soft skills, earn referrals and make this dream a reality.

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Where Should You Be Focusing

Where Should You Be Focusing

“Where should I be focusing?” is a question for all advisors, but especially young advisors, who are wondering where to focus when starting their practice. I received an email from Brian in Orlando in reply to one of my newsletters where I talked about focusing on getting appointments. He agrees with the notion and he says that’s all he’s trying to do, but he asks what else I suggest he does besides focusing on getting appointments?

Listen to the audio podcast or read the transcript below to learn what else you should focus on, besides getting appointments.

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What Really Is The Job of a Financial Advisor?

What Really Is The Job of a Financial Advisor

To be an elite advisor you obviously need technical knowledge and expertise. But, just as importantly, you must possess superb soft skills. Your role is to change your clients’ lives for the better and you can only do this if you can effectively communicate with them. To do your job properly you need to get across to people the importance of investing, and why you are the perfect advisor to oversee their investment plan. Here are three aspects of your job as a Financial Advisor that should never be overlooked.

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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 in an interesting way, there’s little chance clients and prospects will digest your information and act on it. There are however some key ways to make sure your messages are understood and remembered.

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Weekly Focus: Goal Setting

Don-Connelly-Associates

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 overhaul and for some of us it will involve a tweak. For all of us, it will be a thought-provoking experience. Goal setting comes first. Decide what you want to accomplish and write it down. Set a date by which you will accomplish each goal. If you were charged with running a twelve-minute mile and nobody posted a finish line, you would have no way of knowing if you succeeded. It’s no different with business goals.

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Procrastination Will Ruin Your Chances of Success

Procrastination Will Ruin Your Chances of Success

Procrastination can take different forms. You may consciously procrastinate and avoid what you know you should be doing, or you may unconsciously put off your top priority tasks by attending to a series of ‘never ending fires’. Whatever type of procrastination you suffer from it can be ruinous to your business. Here’s what to do instead.

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