In this blog category you will find blog posts packed with stories, analogies, power phrases and how to use them to better your practice and to become a successful financial advisor.

Tell Simple Stories

Don Connelly audio blog - AskDON

Clients, as we’ve discussed in the past, love word pictures. What we find very, very simple, people find very, very difficult to comprehend. This is much the same as you and I having difficult time understanding two lawyers when they talk. It’s because of lingo.

Because our lingo in the financial services industry is just as confusing to people you need to use stories when communicating to current and prospective clients. So tell them stories.

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Every Advisor Needs to Bring Back the Story

Don Connelly audio podcast

The ability to tell good stories is vital if you want people to like and trust you. Your clients like you and trust you. They didn’t buy a financial plan or a managed account. They bought you.

People can’t ‘buy’ you until they know you and the best way to get to know you is to hear your story. And they can’t hear your story until you tell it to them. The better you do that, the sooner you open the account. As Peter Guber says, you tell to win.

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Your Job Is to Find the Pain and Make It Go Away

Don Connelly audio podcast

Imagine if you were in long-term back pain and you were sorely in need of relief. Your diligence has led you to a doctor who assures you that, if you allow her to perform surgery, the pain would not merely be alleviated; the pain would be gone. She explains that there will certainly be some short-term discomfort, but any inconvenience will be worth it in the long run. You will be overjoyed when you are pain free.

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Tell a Story – Crafting a Great Story

Tell a Story - Crafting a Great Story Video Post

Geoffrey James writes a wonderful column for Recently he reviewed a book about business storytelling. In his article, James recapped the seven ingredients that make a story great. Just as one size does not fit all, the same story does not appeal to everyone. Therefore, you need to craft at least three stories and be proficient at telling them. Here’s how you do just that.

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