Why Thoughtful Advisors Get Referrals
Referrals are the cornerstone of your business. In order to get them you need to cement the relationship with your clients by being passionate and committed. If you are...
How Much Value Do You Bring as a Financial Advisor?
What determines your value is not up to you to decide. It is left for the client to decide. And that decision is a lot simpler than you might...
Top 10 Most Popular Posts on Don Connelly’s Blog in 2014
We at Don Connelly & Associates had a great year in helping Financial Advisors and Sales Professionals deliver great performance day in and day out. We’d like to thank...
How Fear Can Cripple Your Financial Advisor Career
Top advisors have fears. They don’t like facing rejection any more than average advisors do but they just accept their fears as part of the job. Here are some...
Always Remember Your Clients’ Reasons to Invest
Failing to understand a client’s goals and objectives ranks highly when it comes to why financial advisors get fired. So it pays to remember that your client’s reasons to...
What’s New on Don Connelly 24/7 in January 2015
Here’s this month’s blog post from the series “What’s New on Don Connelly 24/7“. We recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and new...
Being Proactive Is a Key to Financial Advisor’s Success
No one becomes a great financial advisor by accident. In order to become successful you must decide to be successful, and you’re the only person that can do this....
Financial Advisors Tips: How to Get Referrals
A wag once noted that having to call or introduce yourself to strangers is God’s revenge for not getting referrals. The reality is that every time you open a...
Why Both You and Your Client Need the Skill of Visualization
Naturally your clients read the papers, watch the news, and use the internet to see what’s happening to their investments, they’re interested. And there will be bumps in the...
Get Comfortable with the Notion that You Need to Sell in order to Grow Your Business
Advisors approach me about coaching. Rarely are the requests about improving their selling skills. Being better organized, being more efficient and going to the next level are popular goals....