/ by Don Connelly / Presentation Skills / 0 comments
Doing your job, even doing it well, will not set you apart. You will stand apart when you are known for doing more than is expected of you. Every Advisor’s wish is to be highly valued by his or her clients. How, then, do we make the relationship valuable in the eyes of the client?
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People Are Often Over-Diversified and Don’t Know It
/ by Don Connelly / Investing Wisdom / 0 comments
Very rarely do I meet a client with a properly diversified portfolio. As much as we preach tactical asset allocation, you’d think people would be savvy about diversification.
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People Are Voice-Activated
/ by Don Connelly / Prospecting / 0 comments
People are voice activated. Prospects are not going to talk to you until you talk to them. And there are only three types of people you can prospect going forward:
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How Valuable Are You?
/ by Don Connelly / Presentation Skills / 0 comments
Doing your job, even doing it well, will not set you apart. You will stand apart when you are known for doing more than is expected of you. Every Advisor’s wish is to be highly valued by his or her clients. How, then, do we make the relationship valuable in the eyes of the client?
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Do You Deserve Referrals?
/ by Don Connelly / Prospecting / 0 comments
Everybody wants referrals, but only those who are referable get them. What does it really mean to be referable? What does it mean to deserve referrals? It means more than being competent at your job. It means more than being great at what you do…
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