Weekly Focus: Goal Setting
The beginning of a given year is the time to rewrite our goals, our mission statement and our business plan. For some of us that will involve a major...
What Financial Advisors Read The Most on Our Blog in 2016
Did you know that you are one of over 30,000 Financial Advisors and Wholesalers who have read Don’s blog posts in 2016? We decided it’d be great to close...
Procrastination Will Ruin Your Chances of Success
Procrastination can take different forms. You may consciously procrastinate and avoid what you know you should be doing, or you may unconsciously put off your top priority tasks by...
A Story to Use When Discussing Your Fees & Commissions
There are times when prospective clients are going to focus on your fees or your commissions. I want to talk about that, because it’s no one's goal to offer...
Recognize When It’s Time to Move On
Prospecting is the backbone of your business. It’s the one task you cannot delegate, since people need to like and trust you personally if they are to do business...
7 Ways to Manage Client Expectations
Managing client expectations is crucial in order to keep your clients invested in you and with their financial plan. Here are a few ways to make sure you deliver...
6 Steps to Help Create Urgency with Prospects
Creating urgency with prospects is a crucial yet often overwhelming obstacle for many advisors. The problem is how to get prospects to act, rather than deliberate and how to...
Put The Client Before Yourself
As you know I'm always on a lookout for a good story. I read a great story not long ago, in Motivational Manager, told by Dana McCary who is...
Approaching Strangers Can Only Change Your Practice for The Better
You were probably brought up being told ‘don’t talk to strangers’. However, this rule doesn’t apply to adults, especially if you work as a financial advisor. Many advisors struggle...
Get Involved in Your Clients’ Decision-Making Process
To win new business, earn loyalty and get referrals, you need to focus on what your prospects and clients are thinking. We all have our own particular ‘mental model’...