March 18, 2019 / by Don Connelly / Best Practices / 0 comments
No two clients are exactly alike. People generally get a financial advisor for a number of reasons. Therefore, you need a flexible process in place when it comes to approaching different prospects in accordance with their reasons for seeking financial advice.
Here are some cases when people get a financial advisor, along with their reasons for doing so and some recommendations on moving things forward.
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When Do People Get a Financial Advisor?
March 18, 2019 / by Don Connelly / Best Practices / 0 comments
No two clients are exactly alike. People generally get a financial advisor for a number of reasons. Therefore, you need a flexible process in place when it comes to approaching different prospects in accordance with their reasons for seeking financial advice.
Here are some cases when people get a financial advisor, along with their reasons for doing so and some recommendations on moving things forward.
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Three Things That Clients Often Do – Even Though They Shouldn’t
October 15, 2018 / by Don Connelly / Investing Wisdom / 0 comments
During your career, you’ll find over and over again that emotions cloud clients’ investment decisions – clients are not always inclined to act in their own best interests. At times like these you need to step in and be a behavior coach for them – otherwise they’ll end up regretting their decisions down the line.
Here are three things that clients want to do – but shouldn’t, and how to counter them.
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How to Explain to Prospects They Should Invest Now
April 27, 2015 / by Don Connelly / Investing Wisdom / 0 comments
As you know better than I, clients are always looking for a more convenient time to invest. There’s always something to do – like buy a new car, redo the home, whatever it is.
The time to invest is now – we can’t put it off.
* This podcast originally appeared on Don Connelly 24/7. Click the play button or read the transcript below.
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