asking the right questions Archives - Page 2 of 2

12 Questions Great Financial Advisors Ask

/ by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments

Being a professional Financial Advisor is quite challenging as there are plenty of financial professionals trying to sell nearly the same inventory. So the question really is: what would set you apart from your competition? What would make you a Great Financial Advisor?

I believe one thing great Financial Advisors are known for is finding a well-rounded financial solution for each client.

9 Things Successful Financial Advisors Do Differently

/ by Kirti Anand Sharma / Connelly Corner / 2 comments

Everyone can be successful; the bigger question is who is willing to do what it takes to become successful?

Average Advisors often procrastinate and find excuses for their inaction. Top performing Financial Advisors roll their sleeves up and just do what they have to do to succeed. It’s that straightforward.

Here are 9 things that ordinary Advisors do extraordinarily well to become top producers in the industry:

Two Questions to Add to Your Repertoire

/ by Don Connelly / Managing the Relationship / 0 comments

Success as a Financial Advisor Is Easy to Explain, but Difficult to Replicate

Effective communication is all about asking the right questions. I want to suggest two questions to ask your clients, two questions you might not be currently asking. It’s very important that you know what you are doing right, so that you can do more of it. Explain to your clients, new and old, that you are not on an ego trip but…

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