financial advisors Archives - Page 2 of 7 - Don Connelly & Associates

Visualization Techniques Help Financial Advisors Succeed

April 13, 2015 / by Don Connelly / Best Practices / 0 comments

Visualization is a technique used by many top athletes to help them stay at the top of their game. It’s what athletes call ‘mental rehearsal’. They develop clear pictures in their mind of what they want to happen, and repeat these images over and over, rehearsing the mind to enable the body to perform what has been visualized. It’s a highly effective technique with some studies reporting that practicing visualization improves performance almost as much as physical practice alone.

Visualization is not just for athletes either. It’s a highly valuable tool that can help you succeed in your career as a financial advisor.

Digital Marketing Trends 2015 for Financial Advisors

March 12, 2015 / by Kirti Anand Sharma / Connelly Corner, Marketing Yourself / 0 comments

Did you know that according to recent Gartner research, digital marketing accounted for 25% of all the marketing dollars spent in 2014 and it is expected to reach 33% in 2015?

Though traditional marketing methods like seminars, telemarketing, trade shows, print media, exhibitions, and networking groups are still effective, let’s face it – Top Financial Advisors have stayed ahead of the game by adapting their marketing initiatives to the digital world we live in.

So don’t get left behind! Update your marketing strategy for the year ahead and build a competitive advantage by following the digital marketing trends of 2015. Start with these four areas of improvement:

Get Comfortable with the Notion that You Need to Sell in order to Grow Your Business

January 15, 2015 / by Don Connelly / Don Guest Authoring at..., Marketing Yourself / 0 comments

Advisors approach me about coaching. Rarely are the requests about improving their selling skills. Being better organized, being more efficient and going to the next level are popular goals. But I cannot recall one instance where an Advisor said to me, “I want to be better at selling.”

I don’t think that the reason for not asking me is that every Advisor thinks he or she is a great salesperson. Rather, I think that ‘salesperson’ is an image to be avoided at all costs. To many Advisors, selling is a dirty word.

12 Questions Great Financial Advisors Ask

December 11, 2014 / by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments

Being a professional Financial Advisor is quite challenging as there are plenty of financial professionals trying to sell nearly the same inventory. So the question really is: what would set you apart from your competition? What would make you a Great Financial Advisor?

I believe one thing great Financial Advisors are known for is finding a well-rounded financial solution for each client.

A Valuable Lesson from Disney on Customer Service

November 17, 2014 / by Don Connelly / Best Practices / 2 comments

Let me quote from a speech, given by Valerie Oberle, who at the time was the Vice President of Disney University. You know Disney’s not clean by accident. Disney is Disney, that’s top down management. So here’s the speech she gave:

5 Marketing Ideas for Financial Advisors to Ignite Their Business

November 3, 2014 / by Don Connelly / Marketing Yourself / 0 comments

There are hundreds of thousands of advisors out there but only a small percentage ever hit the $1 million turnover mark. So what gets these advisors into pole position? The answer is ‘marketing’. The amount of time you spend marketing yourself this year will dictate how much you grow next year. If you want your business to grow by 50% you need to spend half of every day marketing yourself, getting yourself in front of people, spreading the gospel. Read up on these five marketing ideas and ignite your business.

Why Your Clients and Prospects Need You

October 20, 2014 / by Don Connelly / Investing Wisdom / 0 comments

Let’s talk some more about Mr. and Mrs. Client and why they need to invest now and with you. The whole discussion of commissions and fees is not about the question ‘what your commission is’; it’s ‘why should I pay a commission? Do I need to pay a commission or a fee when I can do this on my own? Why should I have a financial advisor?’

So when somebody says “What are your commissions? What are your fees?” I’d say “Let’s discuss the real question here, which is: do you need an advisor?”

Wisdom and Knowledge – What’s the Difference for Clients and Financial Advisors?

October 16, 2014 / by Don Connelly / Best Practices, Don Guest Authoring at... / 0 comments

This is a guest post by Don Connelly originally published on the FA Magazine website.

We are living in the Information Era. The government relinquished control of the internet in 1984 and the speed at which we could access information exploded. Each day, information becomes more easily transferable and knowledge more readily gained. Yet things are more complicated than ever.

You’d think that the more information available, the more we’d learn; and the more we’d learn, the clearer and simpler things would become. I find it ironic that the opposite is true.

12 Practice Building Tips for Financial Advisors

October 9, 2014 / by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments

According to U.S. Bureau of Labor Statistics, the projected change in the number of Personal Financial Advisors from 2012 to 2022 is +27%, which is much higher than the average growth rate (11%) for all occupations.

This is a sign of opportunity as well as an increase in competition.

To help you outrank this growing competition and at the same time, build an enjoyable and dynamic practice, check out the infographic below – featuring the top 12 practice building tips by Don Connelly. Check out the infographic.

When Financial Advisors’ Self-Promotion Is Not Shameless

September 25, 2014 / by Don Connelly / Marketing Yourself / 0 comments

Is self-promotion a shameless thing for Financial Advisors? If we should be self-promoting, what exactly should we be self-promoting? Do I know wealthy people well enough to know what they consider unattractive? Where is the line I probably shouldn’t cross?

I think it’s a bad thing to promote yourself. I don’t think it’s a bad thing to promote the value you can and do add to peoples’ lives. I think it’s a bad thing to inflate your ego. I don’t think it’s a bad thing to explain that you are helping families succeed financially.

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