Success as a Financial Advisor Is Easy to Explain, but Difficult to Replicate

Two Questions to Add to Your Repertoire

Effective communication is all about asking the right questions. I want to suggest two questions to ask your clients, two questions you might not be currently asking. It’s...


Asking for a Commitment - Financial Advisor

Asking for a Commitment

Mechanically, asking for a commitment is rather rudimentary. Why, then is asking such a difficult thing to do? The inability to properly ask is perhaps the number one reason...


Don Connelly audio podcast

Don’t Ask for Referrals. Ask for Advice

I have a suggestion for those Advisors who have a difficult time asking their clients for referrals. Ask them for their advice and/or help instead. Explain to your...

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Don Connelly audio podcast

To Not Invest Is to Go Broke Safely

Bertrand Russell said to conquer fear is the beginning of wisdom. In order to trust you with his or her money, a client must, if not conquer, at...

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