August 24, 2015 / by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments
Although the internet is a source of both knowledge and leads for today’s Financial Advisor, there seems to be a shortage of insightful authorities on key topics in our industry. On top of that, you’ll face a steep learning curve, with constantly changing trends and best practices as you grow in your career.
To help you address a wide range of issues in your every day jobs, we’ve put together a list of websites and blogs for financial professionals.
Read more
7 Things You Can Do for Clients to Show That You Care
March 4, 2019 / by Don Connelly / Managing the Relationship / 0 comments
If you are to be a successful financial advisor, you need to do more than simply manage money. You need to be great at managing relationships – in particular, you need to show your clients that you truly care about them.
If you care more than people expect you to care not only will clients remain loyal to you, but they’ll feel comfortable about referring you to friends, family and colleagues.
Here are 7 ways to show you care.
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5 Email Marketing Trends for Financial Advisors
September 28, 2015 / by Diana Marinova / Connelly Corner, Managing the Relationship / 0 comments
Contrary to what many business owners believe, email marketing is not dead and it is still one of the best communication channels to keep in touch with prospects, especially in the Financial Advisory industry.
Nothing can beat connecting in person but let’s be real. It’s impossible to meet and talk on the phone with hundreds of people who have your business card and might open an account with you one day. Here’s when email comes in handy.
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17 Online Resources for Financial Advisors
August 24, 2015 / by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments
Although the internet is a source of both knowledge and leads for today’s Financial Advisor, there seems to be a shortage of insightful authorities on key topics in our industry. On top of that, you’ll face a steep learning curve, with constantly changing trends and best practices as you grow in your career.
To help you address a wide range of issues in your every day jobs, we’ve put together a list of websites and blogs for financial professionals.
Read more