April 9, 2018 / by Don Connelly / Marketing Yourself / 0 comments
Advisors often dislike being known as ‘sales people’ – they see the act of selling as somehow disreputable. In fact, this couldn’t be further from the truth.
Selling is essentially the art of persuasion. If you are to get people to open accounts with you, you need to convince them it’s the right thing to do. You need to become proficient at selling if you want to grow your business.
Top advisors are inevitably skilled salespeople. Make it your aim to become great at selling by taking the following steps.
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In this category you will find blog posts with practical tips how to better market yourself as a financial advisor.
5 Steps to Improve Your Sales Skills
April 9, 2018 / by Don Connelly / Marketing Yourself / 0 comments
Advisors often dislike being known as ‘sales people’ – they see the act of selling as somehow disreputable. In fact, this couldn’t be further from the truth.
Selling is essentially the art of persuasion. If you are to get people to open accounts with you, you need to convince them it’s the right thing to do. You need to become proficient at selling if you want to grow your business.
Top advisors are inevitably skilled salespeople. Make it your aim to become great at selling by taking the following steps.
Read more
Help Clients Understand Why They’re Paying You a Fee
August 21, 2017 / by Don Connelly / Marketing Yourself / 0 comments
Before you can convince your clients of your worth, you need to convince yourself of your own value. Always remember your fees reflect the five-star service you can offer. That’s what makes you stand out in an increasingly commoditized industry.
Here are some ways to help you communicate your value – both to yourself and to your clients.
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You Don’t Have to Fear The Competition
February 6, 2017 / by Don Connelly / Marketing Yourself / 0 comments
You, like many other advisors, may feel you work in a highly competitive environment where the competition is trying to outmaneuver you every step of the way. In reality, however this isn’t the case. As is true of any profession, most of your competitors are not fully engaged on most days. They show up for work each day unmotivated or with an ambivalent attitude. If you, unlike other advisors, develop superb soft skills, have a great work ethic, and exude positivity – you’ve already beaten the competition hands down.
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Three Major Challenges Financial Advisors Face when Acquiring Clients
August 22, 2016 / by Don Connelly / Marketing Yourself / 0 comments
Pinpointing the main challenges Financial Advisors face in their daily work is a challenge in itself, considering there are so many. But here are three of the most often cited pain points – with a few tips on how to address them.
#1. Getting referrals
If like a lot of other advisors, you often find it difficult to ask for referrals it’s because asking for referrals is essentially like asking for help to grow your business. And having to ask for someone’s help feels like admitting that your business is deficient in some way. Asking for referrals also means facing up to your fear of rejection.
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Five Skills That Will Make You Stand Apart from The Crowd
August 1, 2016 / by Don Connelly / Marketing Yourself / 0 comments
Hard skills can be learned from a book. They’re the skills most of us spent 16 years in school focusing on. In contrast, there’s no clear path to learning soft skills. Soft skills have to be learnt ‘on the job’ via experience and with trial and error.
Soft skills are at the very heart of what it is to be a great financial advisor. They are the skills that will mark you out from the crowd. So make sure you excel at soft skills by putting in a lot of practice. And persevere.
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5 Grave Mistakes Financial Advisors Make on LinkedIn
May 30, 2016 / by Diana Marinova / Connelly Corner, Marketing Yourself / 6 comments
You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford to overlook using it as a networking and prospecting tool.
But like with any aspect of your marketing, there are best practices for making the most of LinkedIn, as well as common mistakes to avoid. .
Here are five grave mistakes Financial Advisors make on LinkedIn.
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To Excel as a Financial Advisor, You must Motivate Yourself and Stay Motivated
May 16, 2016 / by Don Connelly / Marketing Yourself / 0 comments
When you are at your most vulnerable, you cannot let it show. You must remain strong for the simple reason that the more uncertain the times, the more certainty clients will demand from you. Your equity is your relationships with your clients. It is imperative that you always do what is right, in order to preserve those relationships. If you get down, motivate yourself right back up.
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6 Tips on Online Reputation Management for Financial Advisors
February 29, 2016 / by Diana Marinova / Connelly Corner, Marketing Yourself / 0 comments
The key to building your reputation is to go to work every day and make the right choices, do the right things; to act like someone is watching you all the time. You already know that people you come in contact with will often build your online reputation for you. And yet, there are certain things you can do to manage your online reputation.
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5 Financial Advisor Marketing Ideas You May Never Have Thought of
January 25, 2016 / by Don Connelly / Marketing Yourself / 0 comments
To stand out in an increasingly competitive marketplace, advisors need to be creative in their approach to finding and retaining clients. Here are a few marketing tactics you may not have come across that could help to ignite your business.
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Why Is Online Reputation Important for Your Success as a Financial Advisor
November 30, 2015 / 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.
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