/ 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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Visualization Techniques Help Financial Advisors Succeed
/ by Don Connelly / Best Practices / 0 comments
Visualization is a technique used by many top athletes to help them stay at the top of their game. It’s what athletes call ‘mental rehearsal’. They develop clear pictures in their mind of what they want to happen, and repeat these images over and over, rehearsing the mind to enable the body to perform what has been visualized. It’s a highly effective technique with some studies reporting that practicing visualization improves performance almost as much as physical practice alone.
Visualization is not just for athletes either. It’s a highly valuable tool that can help you succeed in your career as a financial advisor.
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How Asking Yourself WHY Would Help You Be a Better Advisor
/ by Don Connelly / Best Practices / 0 comments
Asking ‘why ‘can greatly increase your understanding of yourself and of those around you, both of which will make you a better advisor. Asking ‘why’ your clients do business with you can make the referral process easier. Asking ‘why’ can help motivate your clients into investing for their future. Asking ‘why’ you became a financial advisor can help you re-energize your career.
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How to Develop Your ‘Who I am Story’
/ by Don Connelly / Marketing Yourself, Storytelling, analogies and power phrases / 0 comments
To succeed as a financial advisor you need to find a compelling method of differentiating yourself from the competition. To get to the top you need to stand out as being likeable and trustworthy so that clients will want to do business with you. A great way to build rapport with clients is to tell stories and in particular, you should spend some time developing a ‘who I am story’.
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Why You Need a “Who I Am” Story to Succeed
/ by Don Connelly / Marketing Yourself / 0 comments
When someone tells you they want to ‘think it over’ it’s a sign they haven’t invested in you. They are most likely not deciding about your recommendations. They are deciding about forming a relationship with you. Remember, the three most important things in this business are to be likeable, smart and trustworthy. A great way to be likeable and build trust is to tell a ‘who I am’ story to prospective clients. By telling them a story about yourself you can influence people and establish your credibility. A great story will resonate with clients, stir up their emotions and get them to act.
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Differentiate Yourself by Seeing Things from Your Clients’ Point of View
/ by Don Connelly / Marketing Yourself / 0 comments
Differentiation is one of the biggest challenges financial advisors face. Clients expect you to have solid products, fair prices and a certain measure of performance as standard. But simply having the right credentials won’t demonstrate to them why you are uniquely placed to help them achieve their dreams and goals. If you really want to stand out from the competition you need to fulfill their expectations on another level. Among other attributes, you need to have empathy; the ability to see things from your clients’ point of view.
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Excellence Is a Habit – How to Develop it
/ by Don Connelly / Best Practices / 0 comments
There is no convenient escalator to success, but rather a stairway which needs to be climbed step by step. No one becomes a great advisor overnight, or by being endowed with extra talent. Those that succeed do so because they’ve plied their trade day after day to such a degree that they have become the best at what they do. They have a plan and they stick to it; they understand what’s important and put their focus into these areas. They became ‘brilliant at the basics’.
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Why It’s Good News that Investments Go Up and Down
/ by Don Connelly / Investing Wisdom / 0 comments
*This is a podcast originally posted on Don Connelly 24/7 learning center*
Mr. and Mrs. Client, on your way to meeting your goals, your investments will go up and down in value. Now I understand everyone’s game plan is to buy something that goes up. That’s about the extent of the plan. The reality is investments go up and down in value.
What we have to realize is volatility is not risk. Volatility is volatility.
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How to Tell Clients You Are Raising Your Fee
/ by Don Connelly / Best Practices, Marketing Yourself / 0 comments
You can show a client how to save for a successful retirement, but you cannot make him act on your advice. You can do everything for a client but make the decisions. Nonetheless, if people take your advice, they will educate their children without borrowing money and eventually retire with no financial worries. It is egregious to think that setting up a successful plan for someone and then politely goading that person into action over the next several years until that person’s financial dreams come true is only worth one percent. But that’s the corner we’ve painted ourselves into.
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The 7 Essential Traits of Successful Financial Advisors
/ 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.
Read more
What’s New on Don Connelly 24/7 in February 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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