be enthusiastic Archives - Don Connelly & Associates

How to Make Your Presentations More Convincing and Inspiring

/ by Don Connelly / Presentation Skills / 0 comments

Any chance you have to make a presentation is a golden opportunity to engage with people and demonstrate your worth. Financial advisors who can deliver exceptional presentations can differentiate themselves while connecting with potential clients in a memorable way. However, it’s challenging to recover from presentations that fall flat, leaving audience members wishing they could have their precious time back.

While some advisors are natural orators with the ability to sail effortlessly through a presentation, anyone can and should develop the skill of delivering compelling and inspiring words that can move an audience. It takes some skill, lots and lots of practice, and a clear understanding of how to frame a presentation. But the results can be well worth the effort.

Here are five critical elements of a successful presentation.

The First Client Meeting: Are You Making Any of These 10 Common Mistakes?

/ by Don Connelly / Managing the Relationship, Prospecting / 0 comments

The First Client Meeting - 10 Common Mistakes

It’s all too easy to slip up in the first meeting and lose any opportunity to open the account – and this is especially true for new advisors.

In this post we’ll help you identify mistakes you could, without realizing it, be making. Take an honest appraisal – do you recognize yourself doing any of the following? If so, take action to fix these mistakes.

Four Ways to Ensure You Deliver Outstanding Client Service

/ by Don Connelly / Managing the Relationship / 0 comments

If you fail to provide exemplary client service, you won’t succeed in this business. While good product knowledge and financial judgement are requisite skills, you must go that extra mile to attend to your clients.

Here are some ways to make sure your client service is outstanding.

5 Reasons Why Prospects Will Hire You Over The Competition

/ 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.

What Not to Do in The First Client Meeting

/ by Don Connelly / Managing the Relationship / 0 comments

It takes hard work and perseverance to set up a first appointment with a potential client. Don’t waste this precious opportunity by approaching the meeting in the wrong way – because it’s unlikely you’ll get a second chance.

There’s no ‘first meeting rule book’, however there are some things to avoid if you want to move things forward. Here are a few.

The Five Soft Skills Financial Advisors Must Have to Succeed

/ by Don Connelly / Best Practices / 0 comments

The development of an excellent soft skillset is crucial to your success as a financial advisor. You can find technical knowledge in any book, but practical knowledge involves ‘being’ rather than ‘knowing’, ‘practicing’ rather than ‘being taught’. Soft skills are absorbed through years of experience.

To develop great soft skills, practice them every day, hone them and never give up the quest for perfection.

5 Reasons You Should Get a Mentor

/ 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.