How to Ask for Referrals
I’m going to make a few comments about referrals. First of all, calling strangers, having to meet strangers, knocking on doors, that's God's revenge for not getting referrals. Secondly, if...
I’m going to make a few comments about referrals. First of all, calling strangers, having to meet strangers, knocking on doors, that's God's revenge for not getting referrals. Secondly, if...
Ok, you’re a great financial advisor, but are you a great businessperson? Really great people in business always know their numbers, but not just any numbers, the really important...
This is the newest post in our blog series What’s New on Don Connelly 24/7. We recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and...
Is self-promotion a shameless thing for Financial Advisors? If we should be self-promoting, what exactly should we be self-promoting? Do I know wealthy people well enough to know what...
I can conjure up many advantages to being organized. Less stress is way up there on my list. So is the luxury of having fewer decisions to make. But...
This is a guest post by Don Connelly, originally published on FA Magazine website. The late Zig Ziglar observed that every sale has five basic obstacles: no need, no money,...
By now you know my belief about gathering assets. If someone likes you, trusts you and thinks you are smart, you get the assets. If another Advisor ranks higher...
Networking is an important prospecting tool, especially for newer Advisors who have a paucity of clients. Probably the two most common ways to network are via social media or...
Believe it or not, we are in the middle of a revolution that is changing the way we interact, make decisions and do business. According to eMarketer, by the end...
An idiom is a phrase that cannot be taken literally. For anyone learning English, it must be disconcerting to hear that it’s raining cats and dogs outside. You and...