Why Presence of Mind Is Crucial for Financial Advisors Success
Let’s talk about presence of mind. When wagon trains traveled across America, the trips were fraught with peril. Wagon masters hired scouts to go in advance of the wagons to...
5 Reasons You Should Get a Mentor
When you first start out as an Advisor you’re given a set of products to sell, but unfortunately they don’t come with an instruction manual. You need to learn...
A Valuable Lesson from Disney on Customer Service
Let me quote from a speech, given by Valerie Oberle, who at the time was the Vice President of Disney University. You know Disney's not clean by accident. Disney...
4 Things Elite Advisors Do that Average Advisors Don’t Do
This is a guest post by Don Connelly published on the website of FA Magazine earlier this week. Elite Advisors are not born elite. They ply their craft for years,...
What Elite Advisors Do That Average Advisors Don’t Do
What Elite Advisors Do That Average Advisors Don't Do I am happy to report that our webinars keep growing in size and popularity. On November 5, 2014, we had several...
6 Tactics for Financial Advisors to Improve Social Media Efforts
Social media marketing has made its way in the Financial Services industry, too. A lot of investors, especially Gen X and Y, are actively using social media platforms to...
5 Marketing Ideas for Financial Advisors to Ignite Their Business
There are hundreds of thousands of advisors out there but only a small percentage ever hit the $1 million turnover mark. So what gets these advisors into pole position?...
What’s New on Don Connelly 24/7 in October
As October comes to an end, it’s time for our blog series What's New on Don Connelly 24/7. We recap new video and audio podcasts, Weekly Focus issues, the...
Where Does Social Media Fit in Your Financial Advisor Practice
Every time advisers discuss passionately that a certain marketing method is dead, or that a new type is the “new thing” I am reminded of the royal decree that...
Why Waiting for a Pullback is Not the Right Investing Strategy
According to a preponderance of clients, the stock market is overbought. They’re going to invest, but not until the pullback takes place. What’s an advisor to do? First, it’s not...