November 20, 2014 / by Don Connelly / Best Practices / 0 comments
When you first start out as an Advisor you’re given a set of products to sell, but unfortunately they don’t come with an instruction manual. You need to learn how to market and sell them yourself. This is where a mentor can step in, by helping you prospect, sell and manage your practice.
Mentors can also help you stay on track and improve, no matter how long you’ve been in business. Making sure you can still execute the fundamentals is key to becoming the Advisor you always wanted to be.
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Five Reasons Why You Should Always Ask for Feedback
July 3, 2017 / by Don Connelly / Managing the Relationship / 0 comments
Feedback is essential if you are to successfully grow your career as a financial advisor. By regularly asking for feedback – from prospects, clients and influencers – you will be able to identify the areas you need to change for the better. Here are five reasons why you should seek feedback.
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5 Reasons You Should Get a Mentor
November 20, 2014 / by Don Connelly / Best Practices / 0 comments
When you first start out as an Advisor you’re given a set of products to sell, but unfortunately they don’t come with an instruction manual. You need to learn how to market and sell them yourself. This is where a mentor can step in, by helping you prospect, sell and manage your practice.
Mentors can also help you stay on track and improve, no matter how long you’ve been in business. Making sure you can still execute the fundamentals is key to becoming the Advisor you always wanted to be.
Read more