August 24, 2015 / by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments
Although the internet is a source of both knowledge and leads for today’s Financial Advisor, there seems to be a shortage of insightful authorities on key topics in our industry. On top of that, you’ll face a steep learning curve, with constantly changing trends and best practices as you grow in your career.
To help you address a wide range of issues in your every day jobs, we’ve put together a list of websites and blogs for financial professionals.
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5 Ways to Reduce Risk
June 25, 2018 / by Don Connelly / Best Practices / 0 comments
I want to talk about reducing risk. I believe in my heart to not invest money is to go broke safely. You simply can’t save enough for retirement. Bertrand Russell said, ‘to conquer fear is the beginning of wisdom’. All clients are afraid of investing; they are afraid of losing money. In order to trust you with their money, clients have to conquer or at least control their fear.
Watch the video or read the transcript below to learn how to address their concern about risk and explain you can reduce risk.
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17 Online Resources for Financial Advisors
August 24, 2015 / by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments
Although the internet is a source of both knowledge and leads for today’s Financial Advisor, there seems to be a shortage of insightful authorities on key topics in our industry. On top of that, you’ll face a steep learning curve, with constantly changing trends and best practices as you grow in your career.
To help you address a wide range of issues in your every day jobs, we’ve put together a list of websites and blogs for financial professionals.
Read more