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Educate Clients about Market Volatility so They Can Confidently Stick to the Plan

January 4, 2021 / by Diana Marinova / Best Practices, Connelly Corner / 0 comments

Happy New Year from all of us at Don Connelly & Associates! Hopefully everyone will enjoy good health during the new year, achieving great success both personally and professionally.

As promised, this week we’re posting the second part of the recap blog post, covering two more popular topics our community of Advisors was most interested in during 2020 – market volatility and how to communicate with prospects and clients about it. We’ll also share a few stories and analogies you can use to convince clients to stick to the plan, no matter the market conditions.

Working Mostly Online in a Post-pandemic World Is Especially Hard on New Advisors

December 28, 2020 / by Diana Marinova / Best Practices, Connelly Corner / 0 comments

This turbulent year is almost over and looking back, we see a few clear trends of topics that interested Financial Advisors the most on our blog during 2020. We’d like to share some of them with you now, in case you missed them the first time around.

Here are the first three topics most requested and read by our community of financial professionals in 2020.

Making Sure You Make the Most of Market Uncertainty – What Advisors Read the Most on the Blog

July 13, 2020 / by Diana Marinova / Connelly Corner, Investing Wisdom / 0 comments

As you very well remember, we had a quick and severe market downturn in March and April 2020, followed by the greatest stock market rally in the history of the stock markets. Naturally, clients are panicked because of the market uncertainty. Regardless of where the DJIA closes today, we know for a fact that there will be another bear market – we just don’t know when.

To help you prepare yourself and your clients for what inevitably lies ahead, we bring you the top 10 most-read posts on the topic of market volatility, falling markets and growing your business in a post-pandemic world.

Building Healthy Relationships with Clients – Six Steps Financial Advisors Should Take

February 27, 2017 / by Diana Marinova / Connelly Corner / 0 comments

As an advisor, how high you go is dependent on your ability to maintain long-term relationships. There’s no activity more crucial for the success of an advisor than relationship building. To help you evaluate your relationship building and management skills, I’d like to share a few of Don’s top podcasts on the topic. Hopefully, they’ll give you some food for thought and actionable steps you can take to improve your practice and create loyalty among clients.

What Financial Advisors Read The Most on Our Blog in 2016

December 26, 2016 / by Diana Marinova / Connelly Corner / 0 comments

What Financial Advisors Read The Most on Don Connelly’s Blog in 2016

Did you know that you are one of over 30,000 Financial Advisors and Wholesalers who have read Don’s blog posts in 2016? We decided it’d be great to close our blogging year by bringing back to your attention the top 10 blog posts that our community enjoyed the most during the past year.

Top 10 posts on Don’s blog, published in 2016

5 Grave Mistakes Financial Advisors Make on LinkedIn

May 30, 2016 / by Diana Marinova / Connelly Corner, Marketing Yourself / 6 comments

You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford to overlook using it as a networking and prospecting tool.

But like with any aspect of your marketing, there are best practices for making the most of LinkedIn, as well as common mistakes to avoid. .

Here are five grave mistakes Financial Advisors make on LinkedIn.

Storytelling for Financial Advisors – Acquiring High Net Worth Clients through “Storyselling”

April 25, 2016 / by Diana Marinova / Connelly Corner, Storytelling, analogies and power phrases / 0 comments

Nowadays “storyselling for financial advisors” is a big search trend. I found a book with that title but I doubt that’s what people in the industry are looking for. My guess would be that they are after high net worth clients with yet another “modern technique”. Truth be told, storyselling is just a catchy name for good old storytelling that Financial Advisors so rarely master completely.

Overcoming Objections: Everything Financial Advisors Need to Know about It

March 28, 2016 / by Diana Marinova / Connelly Corner, Prospecting / 2 comments

As we all know, the #1 reason for failure among Financial Advisors and Wholesales is they don’t see enough people. What you may not know is that many of them avoid prospecting because they don’t have a clue how to overcome prospects’ objections. If this is what’s keeping you from having your appointments book full, today’s post will teach you everything you need to know about overcoming objections. Read on.

6 Tips on Online Reputation Management for Financial Advisors

February 29, 2016 / by Diana Marinova / Connelly Corner, Marketing Yourself / 0 comments

The key to building your reputation is to go to work every day and make the right choices, do the right things; to act like someone is watching you all the time. You already know that people you come in contact with will often build your online reputation for you. And yet, there are certain things you can do to manage your online reputation.

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