June 26, 2014 / by David Hubbard / Best Practices, Managing the Relationship / 0 comments
Ok, it’s the moment of truth. Answer this question honestly. Do you love what you do? Wait, I didn’t say “like”, I said “LOVE”.
Hopefully, you answered with a yes!
Now, let me ask that same question a little differently. Are you passionate about helping your clients achieve their financial goals?
Again, I hope the answer is yes!
These are important questions that I ask the many financial advisors whom I coach. All of these financial advisors desire to be extremely successful. Unfortunately, not all of them are able to say that they love the relationship part of the business. That presents a major problem for them to achieve the success that they are looking for.
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The 7 Essential Traits of Successful Financial Advisors
March 5, 2015 / by Don Connelly / Best Practices, What's New / 0 comments
On our February 24, 2015 webinar, our special guest was Dave Hubbard, President and owner of Exemplar Financial Network. Over the past thirty years, Dave has built a thriving firm of more than one hundred Advisors. But Dave is far more than a successful Advisor and business owner. He is also an acclaimed coach who has helped hundreds of Financial Advisors fulfill their potential.
The title of this particular webinar was ‘The Seven Essential Traits of Successful Advisors.’ Dave enumerated and elaborated upon the most common shared qualities among the successful Advisors he knows.
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What’s New on Don Connelly 24/7 in February 2015
March 2, 2015 / by Don Connelly / What's New on Don Connelly 24/7 / 0 comments
Here’s this month’s blog post from the series, What’s New on Don Connelly 24/7. We recap new podcasts, Weekly Focus issues, the Monthly Newsletter, and webinar replay. Read on!
What’s new on Don Connelly 24/7 in February 2015
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Snippets from Successful Financial Advisors
November 27, 2014 / by Don Connelly / Best Practices, Don Guest Authoring at... / 0 comments
I have the very good fortune of running a blog for Financial Advisors Magazine, the electronic version, and in case you don’t read the magazine, I want to read you a blog I once put in for them. I call it Snippets.
I spend a lot of time with Financial Advisors and not so coincidentally I am a very diligent copyist note taker. In the end of every month I sort out and save all the good stuff. I thought it might be fun to tell you some of the things I’ve heard during the said 30 days. These comments are all made in conversation; they are all snippets; yet they all resonate.
Read the post on FA Magazine or listen to the audio below.
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How Passion and Love for The Business Helps Financial Advisors Succeed
June 26, 2014 / by David Hubbard / Best Practices, Managing the Relationship / 0 comments
Ok, it’s the moment of truth. Answer this question honestly. Do you love what you do? Wait, I didn’t say “like”, I said “LOVE”.
Hopefully, you answered with a yes!
Now, let me ask that same question a little differently. Are you passionate about helping your clients achieve their financial goals?
Again, I hope the answer is yes!
These are important questions that I ask the many financial advisors whom I coach. All of these financial advisors desire to be extremely successful. Unfortunately, not all of them are able to say that they love the relationship part of the business. That presents a major problem for them to achieve the success that they are looking for.
Read more
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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