Do You Have What It Takes to Be a Financial Advisor?

Do You Have What It Takes to Be a Financial Advisor

Top financial advisors almost always possess the same traits and skills. Not only do they have a great work ethic and a determination to succeed, but their interpersonal skills are second to none. In particular, elite advisors ooze charisma – a charisma which they use to influence people.

In this post we’ll look at what it takes to be a Financial Advisor and some skills successful advisors share.

Read more

Put Rejection in Perspective

Don Connelly recording an audio podcast

A while back I was kicking around ideas with a friend of mine, Mark Jennings. Mark’s an advisor with Investors Group. He told me a great story that will help you put rejection in perspective.

Listen to the audio or read the transcript to learn the story and takeaway message.

Read more

Thrive on Rejection – Don’t Let It Ruin Your Financial Advisor Career

Thrive on Rejection – Dont Let It Ruin Your Financial Advisor Career 1

In order to succeed you need to prospect, open accounts and get referrals. To achieve these aims you need to face your fear of rejection. Rejection is an occupational hazard so rather than fear rejection you must find a way to thrive on it. Coca Cola sold 400 cokes in their first year. Henry Ford’s first two companies went under. They obviously learned to thrive on rejection. And if you don’t too you will halt any chance of success dead in its tracks.

Read more

Learn to Laugh at Yourself when It Is Called for

Laugh at Yourself - Find the Humor

It is hard to overstate the importance of being able to laugh at yourself. People who can do this are generally more optimistic than those who cannot.

Optimistic personalities go far in the Financial Services industry.

I have seen a lot of Advisors fail over the years, but I have never seen an optimistic Advisor fail. Being more cheerful and less serious is a great survival technique.

Read more