care more Archives - Don Connelly & Associates

5 Stories to Develop Strong Relationships with Clients Based on Trust and Likeability

January 8, 2018 / by Don Connelly / Storytelling, analogies and power phrases / 0 comments

The best way to initiate a strong relationship with clients is to tell them stories. People don’t need to have a ton of data thrown at them in the first meeting. They will be more interested in whether they like and trust you. Forget the numbers and pie charts, and use your personal stories and experiences to help you establish trust and likeability in the minds of your prospects. Here are five such stories to get you started.

You Don’t Have to Fear The Competition

February 6, 2017 / by Don Connelly / Marketing Yourself / 0 comments

You, like many other advisors, may feel you work in a highly competitive environment where the competition is trying to outmaneuver you every step of the way. In reality, however this isn’t the case. As is true of any profession, most of your competitors are not fully engaged on most days. They show up for work each day unmotivated or with an ambivalent attitude. If you, unlike other advisors, develop superb soft skills, have a great work ethic, and exude positivity – you’ve already beaten the competition hands down.

Never Forget that Clients and Prospects Are Real People with Real Concerns

September 5, 2016 / by Don Connelly / Managing the Relationship / 0 comments

Clients and prospects are real people so the best way to reach out to them and win them over is to appeal to their humanity – not wow them with financial jargon.

People won’t warm to you simply because you know your way around the stock market. Your prospects and clients make their decisions based on whether they like you and trust you – not on your ability to make the numbers add up. People overwhelmingly tend to make decisions based on emotions rather than on hard rational thinking. So put away your graphs, numbers, pie charts and statistics and convince people to trust you rather than the numbers.

How to Become a Better Listener

July 13, 2015 / by Don Connelly / Managing the Relationship / 0 comments

As Calvin Coolidge once said “No one ever listened themselves out of a job” so why do so many advisors find it difficult to stop talking and listen to their clients?

In order to become a great advisor, you need to be a good listener. It’s the only way you’ll get to understand your clients’ and prospects‘ goals. It’s the only way you’ll be able to overcome their objections. Plus, the more people are given the opportunity to talk the more they will feel that you’re interested in them. And they will like you for it. Listening will help you start a client relationship and keep your existing relationships on a firm footing.

Six Relationship Management Tips for Financial Advisors

June 29, 2015 / by Diana Marinova / Connelly Corner, Managing the Relationship / 0 comments

Did you know Don Connelly has a YouTube channel? He regularly shares his wisdom in audio and video format on various topics which are interesting to Financial Advisors. One such topic is relationship management.

Here are the top six relationship management tips, taken directly from Don Connelly’s YouTube channel.

5 Reasons to Develop Effective Listening Skills

April 16, 2015 / by Don Connelly / Managing the Relationship, Prospecting / 0 comments

The fact is, most of us simply don’t listen enough. That could be because of the increasing number of distractions going on around us, or because we often find it easier to focus on non-verbal clues – such as body language – rather than on what people are actually saying. But if you want to get ahead as a financial advisor you need to develop effective listening skills.

12 Questions Great Financial Advisors Ask

December 11, 2014 / by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments

Being a professional Financial Advisor is quite challenging as there are plenty of financial professionals trying to sell nearly the same inventory. So the question really is: what would set you apart from your competition? What would make you a Great Financial Advisor?

I believe one thing great Financial Advisors are known for is finding a well-rounded financial solution for each client.

Every Time You Sit with a Client, Your Leadership Skills Are on Display

August 11, 2014 / by Don Connelly / Managing the Relationship / 0 comments

I want to remind you that next to the family doctor, you are the most important person a family will meet. You are not a vendor. You are the person who has been chosen to lead this family to their safe retirement heaven. The burden is on them to make the sacrifices necessary to guarantee peace of mind in their later years. The burden of you is to make sure they do it.

How Passion and Love for The Business Helps Financial Advisors Succeed

June 26, 2014 / by David Hubbard / Best Practices, Managing the Relationship / 0 comments

Ok, it’s the moment of truth. Answer this question honestly. Do you love what you do? Wait, I didn’t say “like”, I said “LOVE”.

Hopefully, you answered with a yes!

Now, let me ask that same question a little differently. Are you passionate about helping your clients achieve their financial goals?

Again, I hope the answer is yes!

These are important questions that I ask the many financial advisors whom I coach. All of these financial advisors desire to be extremely successful. Unfortunately, not all of them are able to say that they love the relationship part of the business. That presents a major problem for them to achieve the success that they are looking for.

Care More than People Expect You to Care

December 23, 2013 / by Don Connelly / Managing the Relationship / 0 comments

When people get poor service, they are not the least bit surprised.

People no longer expect good service except in the very finest of establishments, places where they willingly pay a lot in exchange for that good service. Mediocrity is the new standard.

That opens an enormous door for you. Once people get used to mediocrity, anything above mediocrity stands out.