Your Clients Look to You for Leadership
The more uncertain the times, the more certainty clients want from you. They want you and they expect you to guide them to their goals. Like it or not,...
Tell Simple Stories
Clients, as we’ve discussed in the past, love word pictures. What we find very, very simple, people find very, very difficult to comprehend. This is much the same as...
Effective Communication Is an Acquired Skill
Effective communication occurs when the listener understands everything you just said. You made the complex simple. That’s not an easy thing to do. It takes a long time and a...
Without Integrity, There Is No Credibility
If you are to be chosen as someone’s Financial Advisor, you must pass three tests. The person must like you and think you are smart, but, most importantly, the...
Learn to Laugh at Yourself when It Is Called for
It is hard to overstate the importance of being able to laugh at yourself. People who can do this are generally more optimistic than those who cannot. Optimistic personalities go...
There Is a Shortage of Accountability – Be Responsible
Your clients will love you if you insist on being accountable for your own actions. Your clients look to you as a leader. They depend upon you to lead...
Common Sense Is Quite Uncommon
Our A students become professors. Our B students go to law school. Our C students rule the world. So wrote Dean of Harvard College, Henry Rosovsky. The inference to be drawn...
The Alzheimer’s Tsunami & Preparing for the Worst
Understanding the Signs, and YOUR legal & Ethical Liability We heard you loud and clear! On February 18, 2014, Don Connelly 24/7 held a second webinar discussing a Financial Advisor's...
Optimism Is a Choice
I read an interesting article that stated each of us has nearly 60,000 thoughts per waking day, one each second. We mostly think about things we have thoughts about...
Play The Cards The Market Deals You
There are things we know and there are things we don’t know. A first thing we know is that every single time the stock market has gone down, it...