5 Top Priorities for Advisors Who Want to Build a Healthy Practice

5 Top Priorities for Advisors Who Want to Build a Healthy Practice

If you want to build a healthy practice, there are several things you must prioritize, including the following.

#1. Prospecting
To run a healthy business, you need a pipeline full of good leads. Referrals will probably not be enough to grow your business – and networking, whilst productive, won’t guarantee that you’ll meet the right people. So, prospecting (i.e. actively recruiting or seeking out new clients) must become your priority.

Prospecting may be the least favorite part of your job. If this is the case, work on developing your soft skills so you become more comfortable with this task.

Read more

What Financial Advisors Read The Most on Our Blog in 2016

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

Read more

Approaching Strangers Can Only Change Your Practice for The Better

Approaching Strangers Can Only Change Your Practice for The Better

You were probably brought up being told ‘don’t talk to strangers’. However, this rule doesn’t apply to adults, especially if you work as a financial advisor. Many advisors struggle with ‘cold’ approaching and prospecting, because it makes them feel anxious and fearful. However, unless you conquer this fear you will not be able to take your business to the next level. People are voice-activated. They are not going to talk to you. You’ve got to talk to them.

Read more

top