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

12 Questions Great Financial Advisors Ask

December 11, 2014 / by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments

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 would set you apart from your competition? What would make you a Great Financial Advisor?

I believe one thing great Financial Advisors are known for is finding a well-rounded financial solution for each client.

6 Tactics for Financial Advisors to Improve Social Media Efforts

November 6, 2014 / by Kirti Anand Sharma / Connelly Corner, Marketing Yourself / 0 comments

Social media marketing has made its way in the Financial Services industry, too. A lot of investors, especially Gen X and Y, are actively using social media platforms to help them make investment decisions. A lot of Financial Advisors and Wealth Managers have reported increase in their assets by meeting prospective clients through social networks. So don’t hold yourself back – get social! Here is a list of 6 tactics to get started and improve your social media marketing efforts:

12 Practice Building Tips for Financial Advisors

October 9, 2014 / by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments

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 average growth rate (11%) for all occupations.

This is a sign of opportunity as well as an increase in competition.

To help you outrank this growing competition and at the same time, build an enjoyable and dynamic practice, check out the infographic below – featuring the top 12 practice building tips by Don Connelly. Check out the infographic.

Don’t Get Left Behind – Embrace Technology Today!

September 8, 2014 / by Kirti Anand Sharma / Connelly Corner / 0 comments

Mobile Apps for Financial Advisors - Embrace Technology

Believe it or not, we are in the middle of a revolution that is changing the way we interact, make decisions and do business.

According to eMarketer, by the end of 2014 the global Smartphone audience will reach approximately 1.75 Billion users.

Have you ever wondered who these people are anyway? They are your friends, family, clients, prospects and competitor Financial Advisors.

And why do Financial Advisors embrace new technology? Being just one tap away from almost anything offers you more opportunities than ever:

5 Ways Storytelling Helps Financial Advisors Succeed

August 14, 2014 / by Kirti Anand Sharma / Connelly Corner, Storytelling, analogies and power phrases / 0 comments

Think about the last “Great Presentation” you attended, where you felt as if the speaker was speaking your mind. How did this experience make you feel about the presenter?

Did you think he or she was so smart? Were you moved to ask for their business card or connect over LinkedIn? Or maybe you just walked up to say how much you loved their presentation? When you went back home, did you share your experience with someone?

For a truly great presentation, I believe the answer to at least one of these questions would be a “Yes”.

35 Quotes for Financial Advisors on a Tough Day

July 10, 2014 / by Kirti Anand Sharma / Connelly Corner / 4 comments

On your journey to become a successful Financial Advisor, you will face a lot of challenges. Today’s post will empower you and your sales team to sail through a bad week, and constantly encourage pursuing your goals.

I have compiled a list of my top 35 favorite quotes about investing wisdom, inspiration, motivation and sales to help you make wise decisions, manage stress, stay positive and enthusiastic at all times. Enjoy!

9 Things Successful Financial Advisors Do Differently

June 5, 2014 / by Kirti Anand Sharma / Connelly Corner / 2 comments

Everyone can be successful; the bigger question is who is willing to do what it takes to become successful?

Average Advisors often procrastinate and find excuses for their inaction. Top performing Financial Advisors roll their sleeves up and just do what they have to do to succeed. It’s that straightforward.

Here are 9 things that ordinary Advisors do extraordinarily well to become top producers in the industry:

5 Simple Stories Any Financial Professional Can Use

May 8, 2014 / by Kirti Anand Sharma / Connelly Corner, Storytelling, analogies and power phrases / 4 comments

Webinar Relay - The Greatest Equity Story Ever Told - Don Connelly 247

It’s a proven fact that stories can influence the way we think, our decisions & how we feel, when used in personal or professional communications.

Ever felt like buying the same Smartphone as your friend did, after listening to his/her experience with the set?

That’s one form of storytelling in play! Because of the tremendous power of persuasion these narratives have, storytelling has become an integral tool for successfully running any type of business. Speaking of Financial Services in particular, we know that it is a relationship building business and three things must take place for you to get a new client –

“That person must like you, trust you and think you are smart.” – Don Connelly.

Effective storytelling is therefore, a great tool by which Financial Advisors can instantly establish initial personal connection with their prospects and make those 3 things happen because:

5 Personality Traits that Make a Great Leader

April 10, 2014 / by Kirti Anand Sharma / Connelly Corner / 0 comments

Some believe Leadership is about Power, Prestige and Status. Some feel it’s a rare innate talent to control others and just delegate. Some think of leadership as an act and not a position.

Existence of multiple theories and examples on “Leadership” are often confusing and easily lead to mixed messages or misconceptions. Amidst this confusion, the fact that remains unchanged is that: Strong leadership is critical for Success in any Business.

What makes a great leader? Let’s explore the 5 key traits that will help you be the kind of Leader your clients and prospects look for in their Financial Planners and the sales team look for in their managers .

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