The Pool Table Story
What do you think – do you really know your audience? I want to tell you a story about really knowing your audience – about being comfortable as a...
How to Become a Successful Financial Advisor
There are lots of average financial advisors out there, but very few great ones. And it may surprise you to learn that those that do get to the top...
When Starting as a Financial Advisor …
The financial services industry is incredibly competitive and the first few years can be especially gruelling for new advisors. When you first start out you won’t have many clients...
How to Find What Makes You Different from Other Advisors
The financial services marketplace is heavily commoditized. There are lots of firms offering basically the same products to the same people, so being the same as everyone else in...
Investing in a Bull Market
This is an AskDON audio episode where Don Connelly answers Larry’s question about investing. Larry is from Texas, he's been in the business eleven years and he is managing...
How to Become a Better Listener
As Calvin Coolidge once said “No one ever listened themselves out of a job” so why do so many advisors find it difficult to stop talking and listen to...
Not Following Up Is the Second Most Common Reason Advisors Get Fired
If you tell a client you will do something and then you don’t do it, you will sooner or later lose that client. Your dependability will be questioned. Think how...
Six Relationship Management Tips for Financial Advisors
Did you know Don Connelly has a YouTube channel? He regularly shares his wisdom in audio and video format on various topics which are interesting to Financial Advisors. One...
How to Win Over Clients by Becoming More Likeable
People will only do business with you if they like you and trust you. Human decisions are generally subjective. Even if you are the most professional financial advisor out...
How a Marketing Resume Can Help You Get Out of a Rut
If you feel that you’re stuck in rut, and can’t see how to get your business back on track then it’s time for a change. The worst thing you...