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How to Excel in the Securities Industry

Top 5 Reasons Advisors Fail

August 31, 2015 / by Don Connelly / Marketing Yourself / 2 comments

Top 5 Reasons Advisors Fail

It may come as a surprise to learn that financial advisors don’t generally fail because of the numbers. They do so because of poor ‘soft’ skills. Being unable to manage a business competently or provide top notch customer service are more likely to get you fired than an inability to get returns on investment.

If you want to succeed as a financial advisor you need to stand out in a highly commoditized industry – which means not being guilty of the following:

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How to Become a Successful Financial Advisor

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

How to Become a Successful Financial Advisor

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.

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How to Become a Better Listener

July 13, 2015 / by Don Connelly / Managing the Relationship / 0 comments

How to Become a Better Listener

As Calvin Coolidge once said “No one ever listened themselves out of a job” so why do so many advisors find it difficult to stop talking and listen to their clients?

In order to become a great advisor, you need to be a good listener. It’s the only way you’ll get to understand your clients’ and prospects‘ goals. It’s the only way you’ll be able to overcome their objections. Plus, the more people are given the opportunity to talk the more they will feel that you’re interested in them. And they will like you for it. Listening will help you start a client relationship and keep your existing relationships on a firm footing.

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How Financial Advisors Can Use LinkedIn for Prospecting – Part 2

May 18, 2015 / by Kirti Anand Sharma / Connelly Corner, Prospecting / 0 comments

How Financial Advisors Can Use LinkedIn for Prospecting – Part 2

Last month we published the first of a series of blog posts to help Financial Advisors use LinkedIn for prospecting. It covered the following topics:

What makes LinkedIn such a powerful tool for Financial Advisors.
How Financial Advisors can create a compelling LinkedIn profile.
How Advisors can establish a powerful network of 1st and 2nd degree connections on this professional network.
Today’s post will give a few advanced tips for Financial Advisors to prospect through LinkedIn, with a focus on three key areas:

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10 Things Clients Want from Their Advisors

May 11, 2015 / by Don Connelly / Managing the Relationship / 0 comments

Don Connelly tips on his blog

One of the things I’ve observed over the years is that good service does not sell. Great service sells.

Watch this video to hear Don explain how to make your service great.

One of the firms I really admire has done something that is so good that when you put together your service proposal, you have to refer to it.

The firm is Cadaret Grant. The late Mac Cadaret was a wonderful guy, Art Grant is a friend. The men and women that work there have built a tremendous organization. They took the time and the presence of mind to ask clients what top ten things they wanted from their advisors. I thought you’d like the answer.

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How Financial Advisors Can Use LinkedIn for Prospecting – Part 1

April 9, 2015 / by Kirti Anand Sharma / Connelly Corner, Prospecting / 0 comments

How Financial Advisors Can Use LinkedIn for Prospecting – Part 1

You probably know by now that social media is an integral part of the 2015 digital marketing trends for financial advisors. What you may not know just yet is that LinkedIn has proved to be one of the most effective prospecting tools for Advisors.

Here are some interesting statistics to help you understand why LinkedIn is so important for you as a Financial Advisor:

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How Consistency Will Help You Become an Elite Advisor

December 4, 2014 / by Don Connelly / Best Practices / 0 comments

The behavior of elite Advisors is consistent. They come up with good ideas and they stick with them. They do something for a long enough time to know if it works. That’s precisely why what they do is so easily measurable.

This type of behavior is mandatory for those who wish to build a business in a dependable manner.

It is difficult to measure the effectiveness of average Advisors because their behavior is less consistent. We might try seminars this quarter and if we don’t see results in ninety days, we’ll try a referral campaign. If that doesn’t work next quarter, we’ll try something else. We don’t do something for a long enough time to measure results. Without clearly delineated goals, accountability becomes elusive.

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