April 10, 2014 / by Kirti Anand Sharma / Connelly Corner / 0 comments
Some believe Leadership is about Power, Prestige and Status. Some feel it’s a rare innate talent to control others and just delegate. Some think of leadership as an act and not a position.
Existence of multiple theories and examples on “Leadership” are often confusing and easily lead to mixed messages or misconceptions. Amidst this confusion, the fact that remains unchanged is that: Strong leadership is critical for Success in any Business.
What makes a great leader? Let’s explore the 5 key traits that will help you be the kind of Leader your clients and prospects look for in their Financial Planners and the sales team look for in their managers .
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Lead by Example – Prepare Yourself so Your Clients Are Ready Too
May 22, 2017 / by Don Connelly / Managing the Relationship / 0 comments
As an advisor, you need to prepare your clients for events that have not yet happened. You need to know in advance how you are going to manage your relationship with them when the markets take a downturn.
To step up to this challenge you need to practice your soft skills so that you inspire your clients with confidence in what you say. If they believe in you and think you are the ‘real deal’ they will go where you lead them.
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How to Manage Your Emotions in Difficult Situations
August 21, 2014 / by Don Connelly / Best Practices / 0 comments
You know by now that I believe the development and use of certain soft skills contributes far more to our success than does the development and use of hard skills. Self-awareness is just such a soft skill. The importance of being aware of and controlling our emotions cannot be overstated.
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Every Time You Sit with a Client, Your Leadership Skills Are on Display
August 11, 2014 / by Don Connelly / Managing the Relationship / 0 comments
I want to remind you that next to the family doctor, you are the most important person a family will meet. You are not a vendor. You are the person who has been chosen to lead this family to their safe retirement heaven. The burden is on them to make the sacrifices necessary to guarantee peace of mind in their later years. The burden of you is to make sure they do it.
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9 Things Successful Financial Advisors Do Differently
June 5, 2014 / by Kirti Anand Sharma / Connelly Corner / 2 comments
Everyone can be successful; the bigger question is who is willing to do what it takes to become successful?
Average Advisors often procrastinate and find excuses for their inaction. Top performing Financial Advisors roll their sleeves up and just do what they have to do to succeed. It’s that straightforward.
Here are 9 things that ordinary Advisors do extraordinarily well to become top producers in the industry:
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5 Personality Traits that Make a Great Leader
April 10, 2014 / by Kirti Anand Sharma / Connelly Corner / 0 comments
Some believe Leadership is about Power, Prestige and Status. Some feel it’s a rare innate talent to control others and just delegate. Some think of leadership as an act and not a position.
Existence of multiple theories and examples on “Leadership” are often confusing and easily lead to mixed messages or misconceptions. Amidst this confusion, the fact that remains unchanged is that: Strong leadership is critical for Success in any Business.
What makes a great leader? Let’s explore the 5 key traits that will help you be the kind of Leader your clients and prospects look for in their Financial Planners and the sales team look for in their managers .
Read more