Don Connelly 24/7 Archives - Page 2 of 10 - Don Connelly & Associates

An Idea on Getting Referrals and Thanking Clients

January 16, 2017 / by Don Connelly / Managing the Relationship, Prospecting / 0 comments

I have a friend who every year has a dinner for those clients who gave him a referral that became a new account during the year.

Watch the video below or read the transcript to learn the details about the referral dinner concept.

Weekly Focus: Goal Setting

January 2, 2017 / by Don Connelly / Best Practices / 1 comment

The beginning of a given year is the time to rewrite our goals, our mission statement and our business plan. For some of us that will involve a major overhaul and for some of us it will involve a tweak. For all of us, it will be a thought-provoking experience. Goal setting comes first. Decide what you want to accomplish and write it down. Set a date by which you will accomplish each goal. If you were charged with running a twelve-minute mile and nobody posted a finish line, you would have no way of knowing if you succeeded. It’s no different with business goals.

Procrastination Will Ruin Your Chances of Success

December 19, 2016 / by Don Connelly / Best Practices / 0 comments

Procrastination can take different forms. You may consciously procrastinate and avoid what you know you should be doing, or you may unconsciously put off your top priority tasks by attending to a series of ‘never ending fires’. Whatever type of procrastination you suffer from it can be ruinous to your business. Here’s what to do instead.

A Story to Use When Discussing Your Fees & Commissions

December 12, 2016 / by Don Connelly / Storytelling, analogies and power phrases / 0 comments

The Springfield Story - Discussing Fees and Commissions

There are times when prospective clients are going to focus on your fees or your commissions. I want to talk about that, because it’s no one’s goal to offer the cheapest possible financial advice. That’s just not the way it goes.

So when someone talks to you about commissions or fees, I want you to tell them the Springfield story.

Watch the video or read the transcript below to hear the full story.

Put The Client Before Yourself

November 14, 2016 / by Don Connelly / Managing the Relationship / 0 comments

As you know I’m always on a lookout for a good story. I read a great story not long ago, in Motivational Manager, told by Dana McCary who is a motivational speaker.

He said that when he was growing up, he’d been a waiter at Opryland in Nashville. He learned a very important business lesson.

Listen to the story or read the transcript below.

You Have to Take Risks to Reach Your Goals

October 17, 2016 / by Don Connelly / Investing Wisdom, Storytelling, analogies and power phrases / 0 comments

Here’s a Mr. and Mrs. Client story to help you explain to prospects and clients why taking risks is necessary.

Mr. and Mrs. Client, I know you know what to do. Let me show you how to do it.

You can watch the video or read the transcript, if you prefer.

A Blueprint for Aspiring Million Dollar Producers to Follow

September 19, 2016 / by Don Connelly / Best Practices / 0 comments

A while ago I received an email from Guy Steele who is a friend and an advisor in Hawaii. He said:

“Give me an idea of how a million dollar producer works. How many calls a day do they make? How many hours a day do they work? Mentally what’s their mindset each day when they go to the office? Do you have a blueprint for aspiring million dollar producers to follow?”

Listen to Don’s answer or read the transcript below.

Take Action Now if You Want to Succeed as a Financial Advisor

August 29, 2016 / by Don Connelly / Best Practices / 0 comments

Financial advisors often fail or stay at a mediocre level because they procrastinate. They don’t understand that success requires looking to the future, setting goals and working hard to achieve those goals. Instead many advisors think they can get by day by day on the bare minimum. Unfortunately, success doesn’t just ‘happen’. No matter how talented you are your star won’t rise unless you get proactive about growing your business.

Three Major Challenges Financial Advisors Face when Acquiring Clients

August 22, 2016 / by Don Connelly / Marketing Yourself / 0 comments

Pinpointing the main challenges Financial Advisors face in their daily work is a challenge in itself, considering there are so many. But here are three of the most often cited pain points – with a few tips on how to address them.

#1. Getting referrals

If like a lot of other advisors, you often find it difficult to ask for referrals it’s because asking for referrals is essentially like asking for help to grow your business. And having to ask for someone’s help feels like admitting that your business is deficient in some way. Asking for referrals also means facing up to your fear of rejection.

Getting Back on Track

August 15, 2016 / by Don Connelly / Best Practices / 1 comment

I’m often asked what I read. One of the things I read is the Motivational Manager. They once reprinted an old treatise written by Harry Joiner at ecommercerecruiter.com called – “Before you apply for your next job”.

The title of the Motivational Manager article is simply “Disengage autopilot and take control of your career”. I think it’s really important for advisors to hear this.

It goes on to say that Harry Joiner was an executive recruiter. He meets about a hundred and fifty candidates a week and 90% of those professionals share the same failing – they’re clueless.

He said that most are well educated, and some may even be considered accomplished.

But they have a blind spot where their long-term career vision should be.

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