accountable Financial Advisor Archives - Don Connelly & Associates

Being Accountable May Be The Key to Your Success

November 5, 2018 / by Don Connelly / Best Practices / 0 comments

Being accountable will benefit not only your business, but every aspect of your life. Being accountable to yourself will help you focus your attention on your performance, encouraging you to set and achieve personal goals. Being accountable to your clients will help you keep them on track and invested.

Here’s how being accountable will help you succeed as a Financial Advisor.

5 Ways to Develop Accountability

March 19, 2018 / by Don Connelly / Best Practices / 0 comments

Accountability is a trait many advisors lack, but one that elite advisors always possess. No matter how great your talent you won’t get ahead unless you become accountable for your actions and the actions of your clients. Without accountability you won’t develop the self-discipline you need to take charge of your career and make changes for the better.

If you need help to develop accountability, here are five ways you can get started.

Avoid These Ten Mistakes to Improve Your Financial Advisor Business

June 5, 2017 / by Don Connelly / Best Practices / 0 comments

We’ve been getting plenty of questions about common mistakes Financial Advisors make so here’s a quick roundup of things you should avoid doing if you want to take your Financial Advisor business to the next level.

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.

Develop Leadership Skills So Clients Will Follow You

November 2, 2015 / by Don Connelly / Best Practices / 0 comments

There’s far more to being a good financial advisor than simply setting up a financial plan and then walking away. The best advisors not only identify which path clients should take – but accompany them for the entire journey. Your clients need to know that you’re committed to their long term success. They will look to you for reassurance along the way. So you need to step up to the mark and develop strong leadership skills.

What Happens When You Lack Accountability?

October 26, 2015 / by Don Connelly / Managing the Relationship / 0 comments

It’s essential to acknowledge that you alone are responsible for your success as a financial advisor and this means you must be accountable. If you’re not accountable you will never feel in control of your destiny or understand how to turn things around if they take a downturn. No matter how smart or talented you are, if you lack accountability you will not develop the self-discipline you need to change your outcomes for the better.

5 Reasons to Be an Accountable Financial Advisor

December 18, 2014 / by Don Connelly / Best Practices, Managing the Relationship / 0 comments

Many advisors know ‘what’ they do, but they don’t know what they ‘need to do’ to achieve their goals, and enjoy real success. They leave their potential undeveloped. It doesn’t matter how smart you are, how confident you are or how much you care about your clients, you will find success elusive, unless you become accountable. Accountability is the secret to your success and here’s why.