Always Remember Your Clients’ Reasons to Invest
Failing to understand a client’s goals and objectives ranks highly when it comes to why financial advisors get fired. So it pays to remember that your client’s reasons to...
What’s New on Don Connelly 24/7 in January 2015
Here’s this month’s blog post from the series “What’s New on Don Connelly 24/7“. We recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and new...
Being Proactive Is a Key to Financial Advisor’s Success
No one becomes a great financial advisor by accident. In order to become successful you must decide to be successful, and you’re the only person that can do this....
Financial Advisors Tips: How to Get Referrals
A wag once noted that having to call or introduce yourself to strangers is God’s revenge for not getting referrals. The reality is that every time you open a...
Why Both You and Your Client Need the Skill of Visualization
Naturally your clients read the papers, watch the news, and use the internet to see what’s happening to their investments, they’re interested. And there will be bumps in the...
Get Comfortable with the Notion that You Need to Sell in order to Grow Your Business
Advisors approach me about coaching. Rarely are the requests about improving their selling skills. Being better organized, being more efficient and going to the next level are popular goals....
31 Motivational Quotes to Drive Financial Success
A Financial Advisor’s job is not just limited to giving the right advice. It also involves challenges like: motivating investors to act and managing client behavior throughout the investment...
The Biggest Mistake Advisors Make – Overpromising
Today I’d like to share with you a popular AskDON episode from the learning center at Don Connelly 24/7. The question comes from Beth in Kansas City: "What do you...
3 Prospecting Tips You Might not Like but Should Embrace
Out of all your daily tasks, prospecting will bring you the biggest rewards. It will open doors, get you new accounts and increase your assets. Unfortunately many advisors see...
What’s New on Don Connelly 24/7 in December 2014
Happy New Year, everyone! We open our blog for the year 2015 with our blog series, What's New on Don Connelly 24/7. We recap new video and audio podcasts,...