Top 5 Reasons Advisors Fail
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...
17 Online Resources for Financial Advisors
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...
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...