August 8, 2016 / by Don Connelly / Best Practices / 0 comments
If you want to succeed as a financial advisor you need to understand that you, and you alone, are in control of your career. Your future success relies on the choices you make, so take control without delay.
Take some time out to analyze your current practice and identify areas requiring improvement. Commit to change and to getting better at the basics. Change your mindset to re-inforce the idea that you are doing things out of choice rather than necessity.
Take note of Maya Angelou’s words of wisdom: “If you don’t like something, change it. If you can’t change it, change your attitude.”
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When Markets Are in Transition
December 25, 2023 / by Don Connelly / Investing Wisdom / 0 comments
The stock market is not static. It’s always in transition, more often than not triggered by economic uncertainty.
Listen to this 1-minute audio or read the transcript below to hear an idea about calming clients’ fears and refocusing them during times of uncertainty.
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Take Charge of Your Own Destiny if You Want to Be a Successful Advisor
August 8, 2016 / by Don Connelly / Best Practices / 0 comments
If you want to succeed as a financial advisor you need to understand that you, and you alone, are in control of your career. Your future success relies on the choices you make, so take control without delay.
Take some time out to analyze your current practice and identify areas requiring improvement. Commit to change and to getting better at the basics. Change your mindset to re-inforce the idea that you are doing things out of choice rather than necessity.
Take note of Maya Angelou’s words of wisdom: “If you don’t like something, change it. If you can’t change it, change your attitude.”
Read more
Why Presence of Mind Is Crucial for Financial Advisors Success
November 24, 2014 / by Don Connelly / Managing the Relationship / 0 comments
Let’s talk about presence of mind.
When wagon trains traveled across America, the trips were fraught with peril. Wagon masters hired scouts to go in advance of the wagons to look for potential danger. All human beings are hardwired to be on the lookout for danger. To be forewarned is to be forearmed.
The media serve as today’s scouts. We want to know what dangers lay ahead. To be forewarned is to be forearmed. And the media outlets do a great job. Be careful!
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How to Manage Your Emotions in Difficult Situations
August 21, 2014 / by Don Connelly / Best Practices / 0 comments
You know by now that I believe the development and use of certain soft skills contributes far more to our success than does the development and use of hard skills. Self-awareness is just such a soft skill. The importance of being aware of and controlling our emotions cannot be overstated.
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Emotional Intelligence Enables Us to Manage The Emotions of Others
June 16, 2014 / by Don Connelly / Managing the Relationship / 0 comments
You and I like to think of ourselves as objective thinkers. We try to put our emotions aside. We live in a world of research and numbers. Our recommendations are black and white. Investment results are there for all to see. Our advice is either good or bad. The plans we recommend either work or they don’t. Clients say yes or no. We open the account or we don’t.
Our clients, on the other hand, are subjective thinkers.
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