All financial advisors generate income in the same way, by offering similar platforms at essentially the same price. The job description: to help people simplify their finances and get...
Contrary to what many business owners believe, email marketing is not dead and it is still one of the best communication channels to keep in touch with prospects, especially...
One of my Don Connelly 24/7 subscribers asked me how I liked seminars for a prospecting idea. The answer is ‘I love seminars’. Here are a couple of...
If you stop wanting to improve your skills you will cease to be good at your job. Don’t let short term success make you overly confident or complacent. While...
If your appointment book is full to overflowing then you won’t need to read on. If however like most advisors you don’t have a line of prospects queuing at...
It may come as a surprise to learn that financial advisors don’t generally fail because of the numbers. They do so because of poor ‘soft’ skills. Being unable to...
Although the internet is a source of both knowledge and leads for today’s Financial Advisor, there seems to be a shortage of insightful authorities on key topics in our...
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...
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...
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...