April 2, 2018 / by Don Connelly / Prospecting / 0 comments
It’s surprising to find that certain broad sectors of the population still remain underserved in certain instances.
If you, unlike other advisors, can devise a strategy to attract and retain these potentially valuable clients, you could vastly improve your business.
Let’s have a look at three types of clients you should try to attract and retain.
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3 Types of Clients You Should Want to Attract and Retain
April 2, 2018 / by Don Connelly / Prospecting / 0 comments
It’s surprising to find that certain broad sectors of the population still remain underserved in certain instances.
If you, unlike other advisors, can devise a strategy to attract and retain these potentially valuable clients, you could vastly improve your business.
Let’s have a look at three types of clients you should try to attract and retain.
Read more
Why Presence of Mind Is Crucial for Financial Advisors Success
November 24, 2014 / by Don Connelly / Managing the Relationship / 0 comments
Let’s talk about presence of mind.
When wagon trains traveled across America, the trips were fraught with peril. Wagon masters hired scouts to go in advance of the wagons to look for potential danger. All human beings are hardwired to be on the lookout for danger. To be forewarned is to be forearmed.
The media serve as today’s scouts. We want to know what dangers lay ahead. To be forewarned is to be forearmed. And the media outlets do a great job. Be careful!
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