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...
How to Win Over Clients by Becoming More Likeable
People will only do business with you if they like you and trust you. Human decisions are generally subjective. Even if you are the most professional financial advisor out...
How a Marketing Resume Can Help You Get Out of a Rut
If you feel that you’re stuck in rut, and can’t see how to get your business back on track then it’s time for a change. The worst thing you...
Don’t Sell Me Things
Ever since you got in this business you've been told about features and benefits, you've been told to market yourself, you've been told that people want to know what...
How to Get Your Point Across in Fewer Words
When you address clients and prospects, you are a techie talking to non-techies. There is always the threat that you will confuse your listener and we all know by...
Don’t Feel Guilty About Not Being Perfect
There will be times when you get it wrong. Car mechanics and even doctors don’t get it right all the time and neither will you. Mistakes are easy to...