ask questions Archives - Don Connelly & Associates

Seven Things to Do to Set Yourself Up for Success as a Financial Advisor

June 1, 2020 / by Don Connelly / Best Practices / 0 comments

All Financial Advisors need a track to run on. That is, a set of activities that you know are productive, and that will continue to guide you on your path to success, even … and this is key… even if you don’t feel like working!

Here is a set of seven principles that will help keep you focused and moving along your path to the very top of our profession.

5 Questions Prospects May Ask You before Deciding to Hire You as Their Financial Advisor

February 11, 2019 / by Don Connelly / Prospecting / 0 comments

Just as there are many questions you need to ask a potential client, prospects will have plenty of things they’ll want to know before they consider doing business with you too. Here are five questions you’re likely to receive.

5 Reasons Why Prospects Will Hire You Over The Competition

February 5, 2018 / by Don Connelly / Prospecting / 1 comment

People won’t decide to do business with you because of your products, expertise, experience or reputation. These attributes (whilst important) will not ultimately convert prospects into loyal clients. Your hard skills won’t provide them with a compelling enough reason to hire you over the competition. If you want to impress prospects, you need to demonstrate that you are not only smart, but that you are likeable and trustworthy.

Here are five reasons why a prospect will hire you over the competition.