How Financial Advisors Can Use LinkedIn for Prospecting – Part 2
Last month we published the first of a series of blog posts to help Financial Advisors use LinkedIn for prospecting. It covered the following topics: What makes LinkedIn such a...
10 Things Clients Want from Their Advisors
One of the things I've observed over the years is that good service does not sell. Great service sells. Watch this video to hear Don explain how to make your...
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...