In this blog category you will find blog posts packed with stories, analogies, power phrases and how to use them to better your practice and to become a successful financial advisor.

How to Use Stories and Analogies to Influence and Persuade

How to Use Stories to Influence and Persuade - for Financial Advisors

During our latest monthly webinar, held July 24, 2104, we discussed the importance of speaking in such a manner that our listener understands everything we say. It is the Advisor’s job to influence and persuade and it all begins with communicating clearly. “We want to go home and think it over” is often code-speak for “We don’t really understand you.”

When you give a good presentation full of sound advice and people choose not to act, what went wrong? Why did they choose not to do business with you? Why did you fail to move them?

There really aren’t that many possible answers to this question.

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A Simple Story – Financial Advisor’s Best Friend

Simple Stories – Financial Advisor’s Best Friend

Being misunderstood may be funny in burlesque, but it’s not funny when you’re trying to make a living as a Financial Advisor. There is nothing more important to an Advisor than communicating clearly.

The safest and surest way to communicate in our business is to make your message as simple as possible, to make the unfamiliar familiar. Stories and analogies do that better than anything else. They allow you to make your point concisely and they make people feel comfortable.

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5 Simple Stories Any Financial Professional Can Use

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:

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Why Storytelling Is Important for Financial Advisors

Why Storytelling Is Important for Financial Advisors

Today we’ll share the latest post Don Connelly wrote for Financial Advisor Magazine – it’s about storytelling and more specifically, why storytelling is important for Financial Advisors.

You are not judged by what you say. You are judged by what the other person hears. That’s one reason of many why you should become a great storyteller. Stories help you get your point across better than any other form of communication. Stories stir emotions.

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Tell Simple Stories

Don Connelly audio blog - AskDON

Clients, as we’ve discussed in the past, love word pictures. What we find very, very simple, people find very, very difficult to comprehend. This is much the same as you and I having difficult time understanding two lawyers when they talk. It’s because of lingo.

Because our lingo in the financial services industry is just as confusing to people you need to use stories when communicating to current and prospective clients. So tell them stories.

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Every Advisor Needs to Bring Back the Story

Don Connelly audio podcast

The ability to tell good stories is vital if you want people to like and trust you. Your clients like you and trust you. They didn’t buy a financial plan or a managed account. They bought you.

People can’t ‘buy’ you until they know you and the best way to get to know you is to hear your story. And they can’t hear your story until you tell it to them. The better you do that, the sooner you open the account. As Peter Guber says, you tell to win.

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Your Job Is to Find the Pain and Make It Go Away

Don Connelly audio podcast

Imagine if you were in long-term back pain and you were sorely in need of relief. Your diligence has led you to a doctor who assures you that, if you allow her to perform surgery, the pain would not merely be alleviated; the pain would be gone. She explains that there will certainly be some short-term discomfort, but any inconvenience will be worth it in the long run. You will be overjoyed when you are pain free.

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Tell a Story – Crafting a Great Story

Tell a Story - Crafting a Great Story Video Post

Geoffrey James writes a wonderful column for Recently he reviewed a book about business storytelling. In his article, James recapped the seven ingredients that make a story great. Just as one size does not fit all, the same story does not appeal to everyone. Therefore, you need to craft at least three stories and be proficient at telling them. Here’s how you do just that.

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