How to Tell Clients You Are Raising Your Fee
You can show a client how to save for a successful retirement, but you cannot make him act on your advice. You can do everything for a client but...
You can show a client how to save for a successful retirement, but you cannot make him act on your advice. You can do everything for a client but...
On our February 24, 2015 webinar, our special guest was Dave Hubbard, President and owner of Exemplar Financial Network. Over the past thirty years, Dave has built a thriving...
Here’s this month’s blog post from the series, What’s New on Don Connelly 24/7. We recap new podcasts, Weekly Focus issues, the Monthly Newsletter, and webinar replay. Read on! What’s...
If you want to succeed as a financial advisor, you need to achieve a competitive advantage. There needs to be something about you that highlights you not superior to...
Let’s talk a bit about sticking to the basics. I had the good fortune one time of talking with Quinn Buckner. Quinn Buckner, I believe, won a national championship in...
Whether you’re a new or well-established advisor you may find it difficult to establish trust. It’s incredibly difficult to develop trust quickly. How can people know whether you’re honest,...
Referrals are the cornerstone of your business. In order to get them you need to cement the relationship with your clients by being passionate and committed. If you are...
What determines your value is not up to you to decide. It is left for the client to decide. And that decision is a lot simpler than you might...
We at Don Connelly & Associates had a great year in helping Financial Advisors and Sales Professionals deliver great performance day in and day out. We’d like to thank...
Top advisors have fears. They don’t like facing rejection any more than average advisors do but they just accept their fears as part of the job. Here are some...