become a successful Financial Advisor Archives

What Makes an Advisor Successful?

/ by Don Connelly / Best Practices / 0 comments

I have been around Financial Advisors for so long that I have created hierarchies. I categorize advisors economically and professionally. I’ve done this for so long that I can usually spot a successful Advisor from across the room. Of course I get fooled sometimes, but not very often. I’m always a bit incredulous when I do this. What is it I spot?

Listen to this audio podcast or red the transcript below, adapted from the audio, to hear what I think makes an Advisor successful and what makes a successful Advisor.

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.

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.

If You Want to Be a Successful Advisor, Avoid These 5 Behaviors

/ by Don Connelly / Best Practices / 2 comments

Successful advisors do what average advisors don’t do. If you want to be extraordinary you need to avoid the behaviors that are making you your own worst enemy. Study your habits. What can you do better? What should you not be doing at all?

Here are some behaviors you need to avoid if you want to achieve success…

Do You Really Know Your Numbers?

/ by David Hubbard / Best Practices / 0 comments

Know Your Numbers - Financial Advisors Tips

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?

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!

become a successful Financial Advisor