May 30, 2016 / by Diana Marinova / Connelly Corner, Marketing Yourself / 6 comments
You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford to overlook using it as a networking and prospecting tool.
But like with any aspect of your marketing, there are best practices for making the most of LinkedIn, as well as common mistakes to avoid. .
Here are five grave mistakes Financial Advisors make on LinkedIn.
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Three Challenges Financial Advisors Face in Their Daily Work
September 12, 2016 / by Don Connelly / Managing the Relationship / 0 comments
A recent post on this blog outlined three challenges Advisors face when acquiring clients. This week I’ll outline three more chief challenges you are probably facing in your daily work, along with some tips on how to overcome them.
#1. Providing clients with reassurance when the markets take a downturn
Keeping clients on track when markets take a dive is a situation many advisors find tricky. But It’s essential to know how to keep clients invested for the long term.
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5 Grave Mistakes Financial Advisors Make on LinkedIn
May 30, 2016 / by Diana Marinova / Connelly Corner, Marketing Yourself / 6 comments
You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford to overlook using it as a networking and prospecting tool.
But like with any aspect of your marketing, there are best practices for making the most of LinkedIn, as well as common mistakes to avoid. .
Here are five grave mistakes Financial Advisors make on LinkedIn.
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How to Make Sure Your Appointment Book Is Always Full
January 4, 2016 / by Don Connelly / Prospecting / 0 comments
If you want to achieve success as a financial advisor you need to have plenty of prospective clients in the pipeline. In an ideal world your appointment book should be full to bursting – giving you the opportunity to win enough new clients to keep your business thriving.
Getting appointments takes hard work and perseverance – so if your book is a little on the light side at the moment here are some things to consider.
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Why Focus on Bringing Your Prospecting Skills Up a Notch
December 28, 2015 / by Diana Marinova / Connelly Corner, Prospecting / 0 comments
The raw truth about our business is that nothing happens without an appointment. You may be the greatest or the smartest advisor in the world, but if you don’t have enough appointments your business will suffer. If you don’t meet enough people, your business will suffer. If you are not a good prospector, your business will suffer.
Check out several posts that continuously received the most positive feedback from our readers this year – coincidentally, they are all about prospecting!
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