goal setting Archives - Page 2 of 3 - Don Connelly & Associates

How to Develop a Repeatable Process

September 4, 2017 / by Don Connelly / Best Practices / 0 comments

If you want to make your life easier and become a truly elite advisor, make sure you have repeatable processes in place. This especially applies to tasks such as prospecting, presenting, following up and servicing your accounts. Remember: Repeatable processes produce repeatable results so make your goal consistency, not perfection.

In this post we’ll look at some practical steps you can take to incorporate repeatable processes into your working life.

What’s The Greatest Cause of Burnout among Financial Advisors

May 15, 2017 / by Don Connelly / Best Practices / 0 comments

A Blueprint for Aspiring Million Dollar {Producers to Follow - AskDON

Here’s a question I received from Ricardo in Portugal. He’s writing about burnout with an interesting question.

What’s the greatest cause of burnout among advisors in the United States?

I think that actually is very easy to answer. Whether it’s Los Angeles or Lisbon, it doesn’t really matter.

Listen to the audio or read the transcript below to learn what Don thinks the greatest cause of burnout among Financial Advisors is.

Take Back Control of Your Financial Advisor Career

May 1, 2017 / by Don Connelly / Best Practices / 0 comments

If you feel your career is at a crossroads, or that things are not going your way you need to adapt your attitude and learn to make better decisions. In the words of the late Earl Shoaff ‘Don’t wish it were easier, wish you were better. Don’t wish for fewer problems, wish for more skills”.

The only thing holding you back in life is you. You alone determine your future, not the outside world. So, if you don’t like where you are – get in the driver’s seat and take control.

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.

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.

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.

Read This if You Need a Boost in Self-motivation

July 18, 2016 / by Don Connelly / Best Practices / 0 comments

At some point in your career as a financial advisor you will experience a lack of motivation. When this happens you can either stay unmotivated and fail, or develop a new course of action and succeed. The following post includes some tips to help you do the latter.

Goal Setting: Don’t Look Where You Don’t Want to Go

January 11, 2016 / by Don Connelly / Best Practices / 0 comments

Let’s talk about goal setting. I’d like to tell you about a piece I read, called “Keep your eyes on the prize”. Watch the video or read the transcript below to learn the story about a man who was afraid of heights.

How to Become a Successful Financial Advisor

August 10, 2015 / by Don Connelly / Best Practices / 2 comments

There are lots of average financial advisors out there, but very few great ones. And it may surprise you to learn that those that do get to the top rarely get there on talent alone. Successful advisors do however share certain attributes and have a work ethic that marks them out. They have a clear vision, work hard and never stop developing their skills.

Here are five things you must do if you want to be a successful financial advisor.

A Sense of Resilience Will Overcome a Sense of Uncertainty

June 9, 2014 / by Don Connelly / Best Practices / 0 comments

Making a decision is essentially making a prediction. We know going in that some decisions will be bad ones. That is why uncertainty always creeps in. How we deal with that uncertainty is a function of our resilience.

Resilience determines how we get strong and healthy after something bad happens.

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