Why Storytelling Should Be an Integral Part of Any Advisor’s Selling Strategy
As a Financial Advisor, it’s your job to influence and persuade. In order to buy from you people must like you, trust you and understand what it is you’re...
12 Questions Great Financial Advisors Ask
Being a professional Financial Advisor is quite challenging as there are plenty of financial professionals trying to sell nearly the same inventory. So the question really is: what...
Convincing Your Clients to Sacrifice for a Reward They Can’t Visualize
I am convinced the hardest thing in the world to sell is advice, especially when the reward for following said advice is so far down the road it can’t...
How Consistency Will Help You Become an Elite Advisor
The behavior of elite Advisors is consistent. They come up with good ideas and they stick with them. They do something for a long enough time to know if...
What’s New on Don Connelly 24/7 in November
Happy Cyber Monday, everyone! We don’t have a special promotion running for today but Don Connelly & Richard Capalbo did release their first CD-set together just last week, How...
Snippets from Successful Financial Advisors
I have the very good fortune of running a blog for Financial Advisors Magazine, the electronic version, and in case you don’t read the magazine, I want to read...
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,...