Why You Need to Differentiate Yourself
It used to be, in the not so distant past, that using words like “client-focused”, “trusted”, “comprehensive”, and “knowledgeable” was enough for financial advisors to separate themselves from the...
The 4 Pillars of Great Client Service
Great client service should be a given. But according to a recent study from Cerulli Associates, less than a third of advisors strongly agreed that their practices go above...
Top 10 Most-read Posts on Our Blog in 2019
Another year is about to end tomorrow – we hope it was as great for you as it was for us at Don Connelly & Associates. We’d like to...
Can Trust Be Established Early?
I got a really interesting question from a subscriber named Jeffrey, who said he is a new advisor and he’s having a problem gaining trust with people during the...
How to Turn New Clients into Loyal Clients
You have just opened a new account and you are excited to start working with this new client. Of course, you are more than qualified to provide them with...
5 Steps to Attracting and Retaining More Clients
Lack of success in this industry can be a result of many failings - from a lack of business acumen to ineffective soft skills. In this post we’ll look...
What Is Buyer’s Remorse and How to Overcome It in 3 Easy Steps
Buyer’s remorse is defined as ‘a feeling of regret experienced after making a purchase – typically one regarded as unnecessary or extravagant’ (Oxford Dictionary). Most of us have experienced this...
Combatting Low Fees
If you ever need to combat lower fees, begin by understanding what your competition is actually doing. Then form your strategy accordingly. Listen to this audio episode or...
5 Risks You Run If You Grow Your Practice Too Fast
It’s natural to strive to grow your business, but too rapid a growth can bring with it a host of problems. By taking on too many clients and ‘running...
Best Target Markets for Financial Advisors: How to Choose The Best One for You
There’s no ‘one size fits all’ target market for advisors. A market that may be perfect for one advisor may be a poor fit for another. You need to...