Snippets from Successful Financial Advisors
/ Don Connelly / Best Practices, Don Guest Authoring at... / 0 comments
I have the very good fortune of running a blog for Financial Advisors Magazine, the electronic version, and in case you don’t read the magazine, I want to read you a blog I once put in for them. I call it Snippets.
I spend a lot of time with Financial Advisors and not so coincidentally I am a very diligent copyist note taker. In the end of every month I sort out and save all the good stuff. I thought it might be fun to tell you some of the things I’ve heard during the said 30 days. These comments are all made in conversation; they are all snippets; yet they all resonate.
Read the post on FA Magazine or listen to the audio below.
Many advisors tell me this is harder in practice than it looks. If that’s been your experience, you’re welcome to learn more about my coaching work here.
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Don Connelly is a speaker, coach, and long-time advocate for clear, confident communication in the financial advisory profession.
With more than 50 years of experience in financial services, Don has worked in roles ranging from financial advisor and branch manager to senior executive and industry spokesperson. Along the way, he developed a deep appreciation for the fundamentals—especially the conversational skills that build trust and understanding with clients.
This blog explores timeless ideas about communication, mindset, and professional growth for financial advisors who want to simplify their message and strengthen client relationships.
Don also publishes additional insights for subscribers on his Substack channel, Wit and Wisdom.
