Connelly Corner Archives - Page 3 of 4 - Don Connelly & Associates

Why Focus on Bringing Your Prospecting Skills Up a Notch

/ by Diana Marinova / Connelly Corner, Prospecting / 0 comments

The raw truth about our business is that nothing happens without an appointment. You may be the greatest or the smartest advisor in the world, but if you don’t have enough appointments your business will suffer. If you don’t meet enough people, your business will suffer. If you are not a good prospector, your business will suffer.
Check out several posts that continuously received the most positive feedback from our readers this year – coincidentally, they are all about prospecting!

Why Is Online Reputation Important for Your Success as a Financial Advisor

/ by Diana Marinova / Connelly Corner, Marketing Yourself / 0 comments

As Don Connelly always says, only three things must take place for you to get a new client: that person must like you, trust you and think you are smart. But how could prospects like you, trust you and think you are smart if they never met you? How do you come across as likeable, trustworthy and smart if you have no prior relationship with them?

The answer lies in your online reputation.

5 Email Marketing Trends for Financial Advisors

/ by Diana Marinova / Connelly Corner, Managing the Relationship / 0 comments

Contrary to what many business owners believe, email marketing is not dead and it is still one of the best communication channels to keep in touch with prospects, especially in the Financial Advisory industry.

Nothing can beat connecting in person but let’s be real. It’s impossible to meet and talk on the phone with hundreds of people who have your business card and might open an account with you one day. Here’s when email comes in handy.

17 Online Resources for Financial Advisors

/ by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments

Although the internet is a source of both knowledge and leads for today’s Financial Advisor, there seems to be a shortage of insightful authorities on key topics in our industry. On top of that, you’ll face a steep learning curve, with constantly changing trends and best practices as you grow in your career.

To help you address a wide range of issues in your every day jobs, we’ve put together a list of websites and blogs for financial professionals.

Six Relationship Management Tips for Financial Advisors

/ by Diana Marinova / Connelly Corner, Managing the Relationship / 0 comments

Did you know Don Connelly has a YouTube channel? He regularly shares his wisdom in audio and video format on various topics which are interesting to Financial Advisors. One such topic is relationship management.

Here are the top six relationship management tips, taken directly from Don Connelly’s YouTube channel.

How Financial Advisors Can Use LinkedIn for Prospecting – Part 2

/ by Kirti Anand Sharma / Connelly Corner, Prospecting / 0 comments

Last month we published the first of a series of blog posts to help Financial Advisors use LinkedIn for prospecting. It covered the following topics:

What makes LinkedIn such a powerful tool for Financial Advisors.
How Financial Advisors can create a compelling LinkedIn profile.
How Advisors can establish a powerful network of 1st and 2nd degree connections on this professional network.
Today’s post will give a few advanced tips for Financial Advisors to prospect through LinkedIn, with a focus on three key areas:

How Financial Advisors Can Use LinkedIn for Prospecting – Part 1

/ by Kirti Anand Sharma / Connelly Corner, Prospecting / 0 comments

You probably know by now that social media is an integral part of the 2015 digital marketing trends for financial advisors. What you may not know just yet is that LinkedIn has proved to be one of the most effective prospecting tools for Advisors.

Here are some interesting statistics to help you understand why LinkedIn is so important for you as a Financial Advisor:

Digital Marketing Trends 2015 for Financial Advisors

/ by Kirti Anand Sharma / Connelly Corner, Marketing Yourself / 0 comments

Did you know that according to recent Gartner research, digital marketing accounted for 25% of all the marketing dollars spent in 2014 and it is expected to reach 33% in 2015?

Though traditional marketing methods like seminars, telemarketing, trade shows, print media, exhibitions, and networking groups are still effective, let’s face it – Top Financial Advisors have stayed ahead of the game by adapting their marketing initiatives to the digital world we live in.

So don’t get left behind! Update your marketing strategy for the year ahead and build a competitive advantage by following the digital marketing trends of 2015. Start with these four areas of improvement:

31 Motivational Quotes to Drive Financial Success

/ by Kirti Anand Sharma / Connelly Corner, Investing Wisdom / 2 comments

A Financial Advisor’s job is not just limited to giving the right advice. It also involves challenges like: motivating investors to act and managing client behavior throughout the investment cycle to keep them from distractions caused by the market fluctuations.

Sometimes your attempts to satisfy clients or convince prospects to trust your financial plans may seem ineffective, making it difficult to keep the conversation alive and positive. Have you thought that in such cases all you might need is an ice-breaker?

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