Using Client Personas to Attract Your Ideal Client
Most financial advisors are familiar with the concept of creating an "ideal client profile" used to identify the type of prospects they want to target. However, that may not...
Three Stories about Trust to Use with Prospects and Clients
The most fundamental principle of building a clientele is understanding that people do business with people they like and trust. While it's easy for many advisors to be likable,...
How to Succeed at Giving Financial Advice
So, you want to be in the business of giving financial advice. That's understandable because not only can the career of a financial advisor be financially rewarding, it can...
What Not to Do in Building Lasting Client Relationships
For financial advisors, building lasting client relationships is as essential as it is challenging. There's really no more important aspect of an advisor's practice to ensure sustainable growth. While...
Digital Marketing for Financial Advisors – Email Can Still Be Your Most Powerful Communication Channel
It wasn't long ago when you were considered a marketing dinosaur if you didn't use email campaigns. Today, you are obsolete if you aren't using digital marketing to take...
Digital Marketing for Financial Advisors – How Social Media Can Generate Leads
Financial advisors know how difficult it is to make contact with high-net-worth people through phone calls and emails. However, when they reach out to connect with the same people...
9 Must-Haves for Your Financial Advisor Website to Attract Prospects and Clients
Most Advisors today have a professional website to represent themselves online in front of potential or current clients. In a post-pandemic world where even meetings are conducted online, it’s...
How to Convince Prospects and Clients That You Understand What They’re Going through
It’s long been said that people might forget what you say. But they will never forget how you made them feel. There’s a lot of truth to that. And one...
Educate Clients about Market Volatility so They Can Confidently Stick to the Plan
Happy New Year from all of us at Don Connelly & Associates! Hopefully everyone will enjoy good health during the new year, achieving great success both personally and professionally. As...
Working Mostly Online in a Post-pandemic World Is Especially Hard on New Advisors
This turbulent year is almost over and looking back, we see a few clear trends of topics that interested Financial Advisors the most on our blog during 2020. We’d...