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...
Why Your Clients and Prospects Need You
Let’s talk some more about Mr. and Mrs. Client and why they need to invest now and with you. The whole discussion of commissions and fees is not about...
Wisdom and Knowledge – What’s the Difference for Clients and Financial Advisors?
This is a guest post by Don Connelly originally published on the FA Magazine website. We are living in the Information Era. The government relinquished control of the internet in...
How to Anticipate, Overcome and Avoid Getting Objections
In our most recent webinar we discussed the issue of client objections. Why do we get objections, what objections are we likely to get, and how do we overcome...
12 Practice Building Tips for Financial Advisors
According to U.S. Bureau of Labor Statistics, the projected change in the number of Personal Financial Advisors from 2012 to 2022 is +27%, which is much higher than the...
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...
Do You Really Know Your Numbers?
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...