Good Stories Don’t Need to Be Long to Be Effective
Let me tell you a couple of cool things about stories. For one thing they don’t need to be very long to be effective. The shortest inaugural address ever was...
Thrive on Rejection – Don’t Let It Ruin Your Financial Advisor Career
In order to succeed you need to prospect, open accounts and get referrals. To achieve these aims you need to face your fear of rejection. Rejection is an occupational...
Why Is Online Reputation Important for Your Success as a Financial Advisor
As Don Connelly always says, only three things must take place for you to get a new client: that person must like you, trust you and think you are...
Have You Worked Out Who Your Ideal Clients Are?
The decision to open the new account is yours as much as it is the client’s. Define your ideal client. Be selective and choose your clients with care. Elite...
Don’t Replace Your Good Furniture – Analogy
We've said time and time again that people love analogies and stories. If you become a great storyteller, you're gonna hit the ball right out of the park every...
5 Reasons to Develop a Repeatable Process
It’s essential to develop consistent patterns of behavior if you are going to build a successful business. By continually changing direction and trying different things every quarter you won’t...
Develop Leadership Skills So Clients Will Follow You
There’s far more to being a good financial advisor than simply setting up a financial plan and then walking away. The best advisors not only identify which path clients...
What Happens When You Lack Accountability?
It’s essential to acknowledge that you alone are responsible for your success as a financial advisor and this means you must be accountable. If you’re not accountable you will...
Why It’s Important You Have All of Your Client’s Assets
I received an email from Harry in Chicago. He manages a few million dollars for a particular client. That client has an equal amount of money invested with another...
How to Get More Referrals
Referrals are integral to growing your business. They are one of the most profitable sources of new clients. So asking for referrals is a priority - even if the...