/ by David Hubbard / Best Practices / 0 comments
Ok, you’re a great financial advisor, but are you a great businessperson? Really great people in business always know their numbers, but not just any numbers, the really important numbers!
Many people think that being a great businessperson is to be someone that is entrepreneurial, who can market and grow their clientele. While these are important aspects of running a great business, the great businessperson always focuses on the really important numbers of their business.
So, what are the REALLY IMPORTANT numbers that a financial advisor in business must know?
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What No One Tells You About Being a Financial Advisor
/ by Don Connelly / Best Practices / 2 comments
In my opinion, there has not been any better time to be a financial advisor. At a time when the world is inundated with chaos and hyperbolic media noise, financial advisors are proving their worth. An increasing number of people are seeking guidance and clarity beyond the cookie-cutter world of robo-advisors and financial pundits.
Those who seek a career in helping people achieve their life ambitions with personalized advice have the chance to be very successful and personally fulfilled. However, with less than 300,000 practicing financial advisors in a country of 330 million people, relatively few people are choosing that path, and even fewer are succeeding.
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Develop Leadership Skills So Clients Will Follow You
/ by Don Connelly / Best Practices / 0 comments
There’s far more to being a good financial advisor than simply setting up a financial plan and then walking away. The best advisors not only identify which path clients should take – but accompany them for the entire journey. Your clients need to know that you’re committed to their long term success. They will look to you for reassurance along the way. So you need to step up to the mark and develop strong leadership skills.
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Top 10 Most Popular Posts on Don Connelly’s Blog in 2014
/ by Kirti Anand Sharma / Connelly Corner, What's New / 0 comments
We at Don Connelly & Associates had a great year in helping Financial Advisors and Sales Professionals deliver great performance day in and day out. We’d like to thank you for being loyal readers of Don’s blog and letting him help you grow your businesses. As we are constantly trying to come up with interesting pieces of advice on soft skills and hard skills to help Financial Advisors ignite their business, here’s a quick roundup of the 10 most popular posts in the year 2014:
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Do You Really Know Your Numbers?
/ by David Hubbard / Best Practices / 0 comments
Ok, you’re a great financial advisor, but are you a great businessperson? Really great people in business always know their numbers, but not just any numbers, the really important numbers!
Many people think that being a great businessperson is to be someone that is entrepreneurial, who can market and grow their clientele. While these are important aspects of running a great business, the great businessperson always focuses on the really important numbers of their business.
So, what are the REALLY IMPORTANT numbers that a financial advisor in business must know?
Read more
35 Quotes for Financial Advisors on a Tough Day
/ by Kirti Anand Sharma / Connelly Corner / 4 comments
On your journey to become a successful Financial Advisor, you will face a lot of challenges. Today’s post will empower you and your sales team to sail through a bad week, and constantly encourage pursuing your goals.
I have compiled a list of my top 35 favorite quotes about investing wisdom, inspiration, motivation and sales to help you make wise decisions, manage stress, stay positive and enthusiastic at all times. Enjoy!
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