Mastering Client Relationships: What Elite Advisors Do – mp3 compilation
Duration: 48:25 min.
This is an mp3 compilation with 15 of Don’s best podcasts on relationship building, transported from our learning center, Don Connelly 24/7. Some of the recordings are answers to questions sent to Don by subscribers. One session is even a recording of a telephone conversation Don had with an Advisor.
We chose these particular tracks because they will guide you best toward mastering effective relationship building skills that will carry you to the next level.
Traditional Advisor training focuses far too much on technical information & product knowledge and far too little on people skills. Product knowledge doesn’t do you much good if you can’t get an appointment. Ask any Advisor of renown which is more important, product knowledge or relationship building skills; and you will learn that the size of your paycheck is not based on how much you know. The size of your paycheck is based upon your ability to create and maintain long-term relationships.
When people set out to hire a Financial Advisor, they are generally not looking for information. They are looking for someone they can trust. If they choose you, it’s not because you are a CFP. It’s because of your soft skills. It’s because of your personality. They choose you because they like you and trust you enough to enter into a long-term relationship.
Likeability and trustworthiness are characteristic shared by all elite Advisors, and with this mp3 compilation, you’ll master the soft skill and art form relationship building really is.
As always, thanks for allowing Don to add value to your business.
Intro – 0:00
Track 1: Building a Business of Trust – 1:26
Track 2: Can Trust Be Established Early? – 6:07
Track 3: You Can’t Rush Trust – 8:09
Track 4: It’s Up to You to Hold Your Client’s Hand – 9:48
Track 5: Ten Things Clients Want from Their Advisors – 11:31
Track 6: Asking the Right Question – 14:15
Track 7: Helping Clients Stay Focused on Their Goals – 17:10
Track 8: Give Your Clients a Clear Vision of Where You Are Taking Them – 19:19
Track 9: Don’t Overpromise – 21:39
Track 10: Get Better at Managing Clients Expectations – 23:50
Track 11: Care More than People Expect You to Care – 26:19
Track 12: An Example from Disney on Caring – 29:53
Track 13: 7 Ways to Make Your Clients Feel Important – 31:30
Track 14: How to Deal with Unruly Clients – 34:58
Track 15: Handling the End of a Relationship & Ongoing Communication – 37:06
Closing – 47:24
Total time: 48:25 min.
This compilation contains fifteen of Don Connelly’s podcasts from his learning center that members voted as ‘best’ on the topic of relationship building.
If you are a PLATINUM member of Don Connelly 24/7, you have free access to this mp3 compilation in the Resources section of your member account.
Once you place your order and complete your payment, you will be shown your order details on the screen with 2 download links – 1 link to the mp3 file plus a PDF file with the track list and timing of the recording. You will receive the same order details via email.
1. You can download each file up to 2 times. All download links expire within 5 days of order placement.
2. PC and MAC users – simply click on the download button and you will be prompted to save the file to your computer.
3. Apple Mobile users – You CANNOT download or stream this digital file directly to your iPhone/iPad/iPod. Please check Apple’s support forum for instructions on how to download and manage content on your iPhone, iPad, or iPod using iTunes: https://support.apple.com/en-us/HT201593.
4. Other mobile users – simply click on the download button and depending on your device settings, you will be prompted to save the file to your device OR download will start automatically.