September 28, 2020 / by Don Connelly / Presentation Skills / 0 comments
Yes, I’m a huge believer in stories, and in taking time to build value in your services, your brand, and in taking a detailed fact-finder, so you can make your engagement truly client-centered and set yourself up for the close.
But as we all know, many times there just isn’t enough time.
Sometimes you don’t have a leisurely lunch appointment. Sometimes it’s just a meeting engagement: A shared Uber ride, a shared elevator. That’s why you need an “elevator speech.”
Before we get into what constitutes a good elevator speech, let’s think about what you want your elevator speech to accomplish for you.
In 30 seconds or less, a good elevator speech should accomplish the following:
Establish your unique value proposition (UVP).
Establish a reason to initiate contact later.
Establish the means to initiate that contact.
Set up the expectation of contact.
Let’s look at each one in turn.
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How to Write a Highly Effective LinkedIn Summary – Examples for Financial Advisors Included
November 6, 2023 / by Don Connelly / Marketing Yourself / 0 comments
It’s well established that LinkedIn is a vital platform for financial advisors to showcase their expertise and connect with potential clients. Advisors who use LinkedIn agree that the social media platform plays a key role in building connections and expanding their opportunities for finding potential prospects.
We’ve discussed LinkedIn’s important role in generating leads and how to use it effectively for prospecting. We also covered the five grave LinkedIn mistakes advisors make, including giving short shrift to their LinkedIn Summary. In fact, a poorly crafted LinkedIn Summary can render your profile unreadable, causing anyone looking for a financial advisor to move on to the next profile.
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Create an Elevator Speech that Wins
September 28, 2020 / by Don Connelly / Presentation Skills / 0 comments
Yes, I’m a huge believer in stories, and in taking time to build value in your services, your brand, and in taking a detailed fact-finder, so you can make your engagement truly client-centered and set yourself up for the close.
But as we all know, many times there just isn’t enough time.
Sometimes you don’t have a leisurely lunch appointment. Sometimes it’s just a meeting engagement: A shared Uber ride, a shared elevator. That’s why you need an “elevator speech.”
Before we get into what constitutes a good elevator speech, let’s think about what you want your elevator speech to accomplish for you.
In 30 seconds or less, a good elevator speech should accomplish the following:
Establish your unique value proposition (UVP).
Establish a reason to initiate contact later.
Establish the means to initiate that contact.
Set up the expectation of contact.
Let’s look at each one in turn.
Read more
How People Pick a Financial Advisor
July 22, 2019 / by Don Connelly / Best Practices / 0 comments
When people choose a financial advisor, they’re looking for someone who’s not only qualified but someone they can trust. Without these attributes you won’t get hired. But in this crowded industry – one that’s projected to grow 15% more by 2026 – it will help if you understand other factors people may consider important in a prospective advisor.
Here are a few things to remember as important to people who pick a financial advisor.
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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 Financial Advisors Can Use LinkedIn for Prospecting – Part 1
April 9, 2015 / by Kirti Anand Sharma / Connelly Corner, Prospecting / 0 comments
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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