Building Your Business with These 12 Tips for Financial Advisors
/ Don Connelly / Best Practices, Don Guest Authoring at... / 0 comments
This is one of Don Connelly’s guest posts over at FA Magazine, giving you 12 tips how to build a better and more enjoyable business.
#1. Get really good at what you do. Do the ordinary things extraordinarily well.
#2. Always ask for a commitment. There are only two ways you can gather assets: either you wait until someone offers or you ask.
#3. Don’t run and hide if a recommendation doesn’t work out. Your clients deserve better. You’re allowed to say you made a mistake. Nobody expects you to be right all the time unless you say that you’re going to be right all the time. When you know in your heart that you did your best, you don’t need to run and hide.
Read all 12 tips for financial advisors to building your business more enjoyable on FA Magazine.
Tags better businessbuilding your businessDon Connelly 24/7FA Magazinefinancial advisorsgood at what you dogrowing your businessguest postright all the timetips for financial advisorswhat you do
Don Connelly is a speaker, coach, and long-time advocate for clear, confident communication in the financial advisory profession.
With more than 50 years of experience in financial services, Don has worked in roles ranging from financial advisor and branch manager to senior executive and industry spokesperson. Along the way, he developed a deep appreciation for the fundamentals—especially the conversational skills that build trust and understanding with clients.
This blog explores timeless ideas about communication, mindset, and professional growth for financial advisors who want to simplify their message and strengthen client relationships.
Don also publishes additional insights for subscribers on his Substack channel, Wit and Wisdom.
