/ by Don Connelly / Managing the Relationship / 0 comments
Most people never listen, period. That includes my doctor, my handyman and the last car salesman I visited. I can only hope that air traffic controllers listen.
Why is listening so difficult? Why is listening so important? Do people who listen do better than people who don’t listen? Can you become a great listener?
All are rhetorical questions and all are worth exploring.
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In this category you will find blog posts about clients relationship management – including but not limited to establishing trust, building a relationship, ending an advisor-client relationship, and more.
Are You a Professional Listener?
/ by Don Connelly / Managing the Relationship / 0 comments
Most people never listen, period. That includes my doctor, my handyman and the last car salesman I visited. I can only hope that air traffic controllers listen.
Why is listening so difficult? Why is listening so important? Do people who listen do better than people who don’t listen? Can you become a great listener?
All are rhetorical questions and all are worth exploring.
Read more
Two Questions to Add to Your Repertoire
/ by Don Connelly / Managing the Relationship / 0 comments
Effective communication is all about asking the right questions. I want to suggest two questions to ask your clients, two questions you might not be currently asking. It’s very important that you know what you are doing right, so that you can do more of it. Explain to your clients, new and old, that you are not on an ego trip but…
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Asking for a Commitment
/ by Don Connelly / Managing the Relationship / 0 comments
Mechanically, asking for a commitment is rather rudimentary. Why, then is asking such a difficult thing to do?
The inability to properly ask is perhaps the number one reason for failure in the Financial Services industry.
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Teach Your Clients to Focus on the Destination, Not the Journey
/ by Don Connelly / Managing the Relationship / 0 comments
As an Advisor, you are perpetually caught in a paradox. You want your clients to focus down the road on the outcome, while you, in fact, can’t do that. You are bound to focus on the process of investing; because the process is all you can control. You certainly can’t control outcomes.
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