September 7, 2015 / by Don Connelly / Prospecting / 2 comments
If your appointment book is full to overflowing then you won’t need to read on. If however like most advisors you don’t have a line of prospects queuing at the door, you need to develop better and more successful processes when it comes to prospecting.
You must begin to see prospecting as your only real priority. It’s the only way you will get more appointments and win more business. You may not like prospecting – many advisors see this as the least favorite part of the job – but don’t let fear of failure prevent you from undertaking this core task.
Here are five steps to help you make prospecting more of a habit and less of a dreaded chore.
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In the Prospecting blog category you will find blog posts about prospecting. Don’s tips would include but may not limited to prospecting for new clients, leaning on your clients, researching for clients, how to ask for referrals, and more.
Thrive on Rejection – Don’t Let It Ruin Your Financial Advisor Career
December 7, 2015 / by Don Connelly / Prospecting / 0 comments
In order to succeed you need to prospect, open accounts and get referrals. To achieve these aims you need to face your fear of rejection. Rejection is an occupational hazard so rather than fear rejection you must find a way to thrive on it. Coca Cola sold 400 cokes in their first year. Henry Ford’s first two companies went under. They obviously learned to thrive on rejection. And if you don’t too you will halt any chance of success dead in its tracks.
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How to Get More Referrals
October 12, 2015 / by Don Connelly / Prospecting / 0 comments
Referrals are integral to growing your business. They are one of the most profitable sources of new clients. So asking for referrals is a priority – even if the thought of doing so fills you with trepidation.
In order to get more referrals be selective where you focus your energy. Determine the right time to ask your clients and try these different approaches in order to make asking for referrals more natural – and more productive.
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Why Financial Advisors Should Do Seminars
September 21, 2015 / by Don Connelly / Prospecting / 0 comments
One of my Don Connelly 24/7 subscribers asked me how I liked seminars for a prospecting idea. The answer is ‘I love seminars’. Here are a couple of reasons why.
Listen to this audio episode to hear Don’s full answer, or read the transcript below.
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Five Steps to Help Make Prospecting a Habit
September 7, 2015 / by Don Connelly / Prospecting / 2 comments
If your appointment book is full to overflowing then you won’t need to read on. If however like most advisors you don’t have a line of prospects queuing at the door, you need to develop better and more successful processes when it comes to prospecting.
You must begin to see prospecting as your only real priority. It’s the only way you will get more appointments and win more business. You may not like prospecting – many advisors see this as the least favorite part of the job – but don’t let fear of failure prevent you from undertaking this core task.
Here are five steps to help you make prospecting more of a habit and less of a dreaded chore.
Read more
5 Reasons to Develop Effective Listening Skills
April 16, 2015 / by Don Connelly / Managing the Relationship, Prospecting / 0 comments
The fact is, most of us simply don’t listen enough. That could be because of the increasing number of distractions going on around us, or because we often find it easier to focus on non-verbal clues – such as body language – rather than on what people are actually saying. But if you want to get ahead as a financial advisor you need to develop effective listening skills.
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How Financial Advisors Can Use LinkedIn for Prospecting – Part 1
April 9, 2015 / 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:
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Why Thoughtful Advisors Get Referrals
February 16, 2015 / by Don Connelly / Prospecting / 0 comments
Referrals are the cornerstone of your business. In order to get them you need to cement the relationship with your clients by being passionate and committed. If you are creative and look for different ways to engage with your clients you will become more referable.
To get referrals you need the soft skills that illustrate you can get along with people as well as a self-awareness.
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Financial Advisors Tips: How to Get Referrals
January 22, 2015 / by Don Connelly / Don Guest Authoring at..., Prospecting / 3 comments
A wag once noted that having to call or introduce yourself to strangers is God’s revenge for not getting referrals. The reality is that every time you open a new account, you’ve lost your best prospect. Referrals are essential, yet asking for them makes most Advisors uncomfortable.
Allow me to offer two suggestions.
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3 Prospecting Tips You Might not Like but Should Embrace
January 5, 2015 / by Don Connelly / Prospecting / 0 comments
Out of all your daily tasks, prospecting will bring you the biggest rewards. It will open doors, get you new accounts and increase your assets. Unfortunately many advisors see prospecting as one of the least enjoyable parts of the job. But don’t put off prospecting, it’s something you have to do. It is the one thing you can’t delegate.
As you get better at prospecting you will start to enjoy it more. Here are three ways to help you get more comfortable with prospecting.
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