How Do You Pick Yourself Up When You’ve Been Fired by a Client?
It can be a challenging and depressing experience especially if clients leave without telling you the reason. But getting fired happens to even the best of advisors at some...
How to Explain to Prospects They Should Invest Now
As you know better than I, clients are always looking for a more convenient time to invest. There's always something to do – like buy a new car, redo...
Why Financial Advisors Get Fired
Financial advisors get fired because they aren’t ‘the full package’. They may provide ‘good’ service, but is it exceptional? They may have a winning personality, but do they pay...
5 Reasons to Develop Effective Listening Skills
The fact is, most of us simply don’t listen enough. That could be because of the increasing number of distractions going on around us, or because we often find...
Visualization Techniques Help Financial Advisors Succeed
Visualization is a technique used by many top athletes to help them stay at the top of their game. It’s what athletes call ‘mental rehearsal’. They develop clear pictures...
How Financial Advisors Can Use LinkedIn for Prospecting – Part 1
You probably know by now that social media is an integral part of the 2015 digital marketing trends for financial advisors. What you may not know just yet is...
How Asking Yourself WHY Would Help You Be a Better Advisor
Asking ‘why ‘can greatly increase your understanding of yourself and of those around you, both of which will make you a better advisor. Asking ‘why’ your clients do business...
What’s New on Don Connelly 24/7 in March 2015
In this month’s blog post from the series “What’s New on Don Connelly 24/7“ we recap new podcasts, Weekly Focus issues, and the Monthly Newsletter from March 2015. Read...
How to Develop Your ‘Who I am Story’
To succeed as a financial advisor you need to find a compelling method of differentiating yourself from the competition. To get to the top you need to stand out...
Why You Need a “Who I Am” Story to Succeed
When someone tells you they want to ‘think it over’ it’s a sign they haven’t invested in you. They are most likely not deciding about your recommendations. They are...