February 22, 2016 / by Don Connelly / Best Practices / 0 comments
Only a tiny percentage of financial advisors get to the top and there’s no mystery about how they got there. It’s because they did what unsuccessful advisors didn’t: they became brilliant at the basics.
Unless you nail the basics there’s no way you can become an elite advisor. If you don’t set goals, work hard, organize your time efficiently and practice your soft skills to perfection you won’t have the underlying tools to take your business to the next level.
There are no shortcuts to getting the basics right. It will take time, years in fact. But if you don’t put in the effort, you won’t reap the rewards. If you don’t get brilliant at the basics your career will fizzle out long before you achieve success. Here’s a look at some of the basics and what happens when you don’t get them right.
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Don’t Compare Yourself to Others – Focus on Your Own Success
April 4, 2016 / by Don Connelly / Best Practices / 0 comments
Comparing yourself to other advisors and idealizing their qualities while underestimating your own abilities is a self-defeating habit, yet many advisors constantly do this. Believing that there are other advisors out there who are “better”, “more accomplished” or “more successful” than you can set you on a downward spiral because you feel you can’t measure up.
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Investing, Self-awareness and Tolerance to Risk
March 21, 2016 / by Don Connelly / Investing Wisdom / 0 comments
Before you can embark on any financial plan on behalf of a client it’s essential that you understand their tolerance for risk. You must also know what their goals are, ensure they are achievable and keep them committed to the plan for the long term.
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3 Analogies on Long-Term Investing to Use with Clients
March 14, 2016 / by Don Connelly / Investing Wisdom, Storytelling, analogies and power phrases / 0 comments
Today, I’d like to talk about the long term. You know that I like visuals; I like props; I like things that talk in mom-and-dad language. So I’ll share three analogies you can use with prospects and clients to help them commit to the long-term nature of investing.
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Three Must-read Success Stories for Financial Advisors
March 7, 2016 / by Don Connelly / Best Practices / 0 comments
As a financial advisor you need to work flat out on building your business. But it also pays to take the time to stand back and find inspiration from the best in the business. By understanding what helped some top pros rise to the top of their profession you can gain valuable pointers to motivate you both personally and professionally. Here’s a brief introduction to three professionals you should have on your radar.
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What Happens If You’re Not Brilliant at The Basics?
February 22, 2016 / by Don Connelly / Best Practices / 0 comments
Only a tiny percentage of financial advisors get to the top and there’s no mystery about how they got there. It’s because they did what unsuccessful advisors didn’t: they became brilliant at the basics.
Unless you nail the basics there’s no way you can become an elite advisor. If you don’t set goals, work hard, organize your time efficiently and practice your soft skills to perfection you won’t have the underlying tools to take your business to the next level.
There are no shortcuts to getting the basics right. It will take time, years in fact. But if you don’t put in the effort, you won’t reap the rewards. If you don’t get brilliant at the basics your career will fizzle out long before you achieve success. Here’s a look at some of the basics and what happens when you don’t get them right.
Read more
What to Look for in an Accountability Partner
February 15, 2016 / by Don Connelly / Best Practices / 0 comments
Unsuccessful advisors may dream of success but they can’t seem to commit to or stick with their ideas. They tend to procrastinate or spend their time struggling to discern between high and low priority tasks. Successful advisors on the other hand have a clear roadmap incorporating concrete goals and they consistently hit their targets. They have discovered the art of “accountability”.
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Nobody’s Holding You Back but You
February 8, 2016 / by Don Connelly / Best Practices, Storytelling, analogies and power phrases / 0 comments
Listen to today’s short audio post on brilliance and get inspired for success!
This is a true story of a young boy being sent home from school with a note from his teacher. The boy happened to be deaf. The note said – “This boy is too stupid to learn.”
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What’s the Journey of the Successful Advisor Like?
February 1, 2016 / by Don Connelly / Best Practices / 0 comments
Developing a career as a financial advisor is not for the fainthearted. There are plenty of pitfalls to look out for along the way. New advisors often lack the essential soft skills they need to hit the ground running while others embark on the journey without a clear roadmap or measurable goals to guide them.
Here’s a look at how successful advisors navigate their way to success.
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5 Financial Advisor Marketing Ideas You May Never Have Thought of
January 25, 2016 / by Don Connelly / Marketing Yourself / 0 comments
To stand out in an increasingly competitive marketplace, advisors need to be creative in their approach to finding and retaining clients. Here are a few marketing tactics you may not have come across that could help to ignite your business.
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