What’s The Greatest Cause of Burnout among Financial Advisors

A Blueprint for Aspiring Million Dollar {Producers to Follow - AskDON

Here’s a question I received from Ricardo in Portugal. He’s writing about burnout with an interesting question.

What’s the greatest cause of burnout among advisors in the United States?

I think that actually is very easy to answer. Whether it’s Los Angeles or Lisbon, it doesn’t really matter.

Listen to the audio or read the transcript below to learn what Don thinks the greatest cause of burnout among Financial Advisors is.

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Put Rejection in Perspective

Don Connelly recording an audio podcast

A while back I was kicking around ideas with a friend of mine, Mark Jennings. Mark’s an advisor with Investors Group. He told me a great story that will help you put rejection in perspective.

Listen to the audio or read the transcript to learn the story and takeaway message.

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A Blueprint for Aspiring Million Dollar Producers to Follow

A Blueprint for Aspiring Million Dollar {Producers to Follow - AskDON

A while ago I received an email from Guy Steele who is a friend and an advisor in Hawaii. He said:

“Give me an idea of how a million dollar producer works. How many calls a day do they make? How many hours a day do they work? Mentally what’s their mindset each day when they go to the office? Do you have a blueprint for aspiring million dollar producers to follow?”

Listen to Don’s answer or read the transcript below.

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How Do I Get People to Call Me Back?

Don Connelly audio podcast

I heard this great question from Jesse in Grand Rapids. Jesse said he was having difficulty getting people to return his calls, after supposedly thinking about his proposal. He meets with prospects and makes his presentation. They say “Let me think it over, I’ll give you a call” and they never do. After some time has passed, he calls them and leaves messages but they never return his calls. Why is that?

Listen to Don’s answer to this question or read the transcript.

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What If Clients’ Sentimental Equity Holding Doesn’t Match Their Risk Tolerance?

Don Connelly audio blog post

Today I’d like to share with you an email I received a while ago from Mike at Edward Jones. ¨What is the best way for an FA to approach a client about an equity holding that has sentimental value to the client but does not fit their risk tolerance? I have a 75-year old widow with over 50% of her net worth in Disney stock. I also have a widow who inherited her husband’s IRA at another firm. She had no idea what was in it, it was with an advisor she doesn’t know. Turns out it is 60% in aggressive investments, but she still wants to keep it there. Help.¨Listen to Don’s answer or read the transcript.

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Why Financial Advisors Should Do Seminars

Don Connelly tips on his blog

One of my Don Connelly 24/7 subscribers asked me how I liked seminars for a prospecting idea. The answer is ‘I love seminars’. Here are a couple of reasons why.

Listen to this audio episode to hear Don’s full answer, or read the transcript below.

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What’s New on Don Connelly 24/7 in September

What's New Don Connelly 247 September 2014

This is the newest post in our blog series What’s New on Don Connelly 24/7. We recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and other premium content recently released on the Don Connelly 24/7 learning center – e.g. the latest Webinar Replay. Read on!

What’s new on Don Connelly 24/7 in September

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What’s New on Don Connelly 24/7 in May

What's New Don Connelly 247 May 2014

Today we publish the third blog post in the series “What’s New on Don Connelly 24/7“ – please, tell us in the comments how do you like this series. We recap new video and audio podcasts, Weekly Focus issues, Monthly Newsletter, and other premium content, recently released on the Don Connelly 24/7 learning center.

Naturally, non-members cannot access the premium content details (e.g. podcasts and newsletters), but you will know what topics Don discusses, what questions he answers, what issues he is helping with through the learning center each month.

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