How Interpersonal Relationships Lead to You Being Trusted
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...
What Are The Most Important Networking Skills for Financial Advisors?
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...
Don’t Get Left Behind – Embrace Technology Today!
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...
What Does ‘Think on Your Feet’ Mean for a Financial Advisor?
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...
What’s New on Don Connelly 24/7 in August
This is the new 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...
Make the Most out of Your Hiring
Last month, I wrote about the importance of putting together an effective team. The key to doing that is to hire the right people. Sounds easy, doesn’t it? It’s...
Are You Good at Dealing with Difficult Clients?
Difficult clients are not unique. Every Advisor has encountered or will encounter obstreperous personalities. There are many reasons why clients become difficult. Let’s make this easy and say we...
How to Manage Your Emotions in Difficult Situations
You know by now that I believe the development and use of certain soft skills contributes far more to our success than does the development and use of hard...
Why Some People Choose Not to Do Business with You
This is a guest post by Don Connelly for FA Magazine. He shares his insights about the three reasons why some people choose not to do business with certain...
5 Ways Storytelling Helps Financial Advisors Succeed
Think about the last “Great Presentation” you attended, where you felt as if the speaker was speaking your mind. How did this experience make you feel about the presenter? Did...