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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Self-Confidence Will Make You Unstoppable

From Don Connelly Blog - audio post

I was speaking at a Financial Services conference in Australia and heard an insurance company CEO issue a provocative challenge to the audience members.

“If you stand on any street corner in Sydney and ask everyone who walks by to buy life insurance, every eighty-fifth person will. The questions is, do you have what it takes to hear the word ‘no’ eighty-four times in a row?”
The failure rate in the Financial Services industry is north of eighty percent.

This industry hires a small fraction of the people who apply. We provide good training, good products and good internal and external support. Yet most fail. And they are good people who got hired for good reasons.

Lack of self-confidence doesn’t mean lack of ability.

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Why Storytelling Is Important for Financial Advisors

Why Storytelling Is Important for Financial Advisors

Today we’ll share the latest post Don Connelly wrote for Financial Advisor Magazine – it’s about storytelling and more specifically, why storytelling is important for Financial Advisors.

You are not judged by what you say. You are judged by what the other person hears. That’s one reason of many why you should become a great storyteller. Stories help you get your point across better than any other form of communication. Stories stir emotions.

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

What's New Don Connelly 24/7 March 2014

This blog post series is the answer to Financial Advisors’ emails – an easy way to track what’s new on our members’ website Don Connelly 24/7 without actually being a member.

You won’t be able to access the details of each new premium content item like 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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Sociability Is the Skill of Interacting Well with Others

Social Skills for Financial Advisors

The definition of sociability sounds mild: the quality or state of being sociable. The significance of sociability is anything but.

Sociability spawns likeability and likeability cannot be overstated in a business based on strong relationships.

People do business with people they like. An Advisor who does not have good social skills is probably not going to be likeable; and Advisors who are not likeable don’t last too long. They just don’t interact well.

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Your Clients Look to You for Leadership

Leadership Skills for Financial Advisors

The more uncertain the times, the more certainty clients want from you. They want you and they expect you to guide them to their goals. Like it or not, you are depended upon for your leadership skills. This may be unfair to you.

You weren’t taught leadership in training.

Nonetheless, the role has been thrust upon you.

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Without Integrity, There Is No Credibility

Without Integrity Financial Sdvisors Don't Have Credibility

If you are to be chosen as someone’s Financial Advisor, you must pass three tests. The person must like you and think you are smart, but, most importantly, the person must trust you. There is no substitute for trust.

When mom and dad leave you after that first meeting, they do not talk about convexity or tactical asset allocation.

They ask themselves one question: “Do you trust him? Do you trust her?” If the answer is ‘no’ or ‘not really’, you stand no chance of getting those folks as clients. There are too many other Advisors they can turn to.

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The Alzheimer’s Tsunami & Preparing for the Worst

The Alheimer's Tsunami - Preparing for the Worst

Understanding the Signs, and YOUR legal & Ethical Liability

We heard you loud and clear! On February 18, 2014, Don Connelly 24/7 held a second webinar discussing a Financial Advisor’s call to action upon a client’s diagnosis of Alzheimer’s.

Is the Advisor obligated to act? If so, how?

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