April 17, 2017 / by Don Connelly / Best Practices / 0 comments
“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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Where Should You Be Focusing
April 17, 2017 / by Don Connelly / Best Practices / 0 comments
“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.
Read more
Read This if You Need a Boost in Self-motivation
July 18, 2016 / by Don Connelly / Best Practices / 0 comments
At some point in your career as a financial advisor you will experience a lack of motivation. When this happens you can either stay unmotivated and fail, or develop a new course of action and succeed. The following post includes some tips to help you do the latter.
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What to Look for in an Accountability Partner
February 15, 2016 / by Don Connelly / Best Practices / 0 comments
Unsuccessful advisors may dream of success but they can’t seem to commit to or stick with their ideas. They tend to procrastinate or spend their time struggling to discern between high and low priority tasks. Successful advisors on the other hand have a clear roadmap incorporating concrete goals and they consistently hit their targets. They have discovered the art of “accountability”.
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How to Make Sure Your Appointment Book Is Always Full
January 4, 2016 / by Don Connelly / Prospecting / 0 comments
If you want to achieve success as a financial advisor you need to have plenty of prospective clients in the pipeline. In an ideal world your appointment book should be full to bursting – giving you the opportunity to win enough new clients to keep your business thriving.
Getting appointments takes hard work and perseverance – so if your book is a little on the light side at the moment here are some things to consider.
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The Biggest Mistake Advisors Make – Overpromising
January 8, 2015 / by Don Connelly / Managing the Relationship / 0 comments
Today I’d like to share with you a popular AskDON episode from the learning center at Don Connelly 24/7. The question comes from Beth in Kansas City:
“What do you think is the biggest mistake we as advisors make?”
Click the play button below to hear my answer or read the transcript.
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Self-awareness Helps You Understand How People Perceive You
April 28, 2014 / by Don Connelly / Best Practices / 0 comments
As a Financial Advisor, your image is all-important. You’ve got to get it right. The burden is on you to decide how you want people to perceive you. As you are crafting your image, be reminded that every word you say and every move you make are advertisements. In too many cases, there is a big difference between what the Advisor thinks he is sending as an image and what the world perceives.
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