January 21, 2019 / by Don Connelly / Prospecting / 0 comments
People trust recommendations from people they know, and the lifetime value of a new referral customer is higher than of a client acquired in another way. Despite this, advisors shy away from asking for referrals – citing that to be one of their most awkward tasks.
The good news is that, if asked at the right time, most clients would be happy to advocate on your behalf. Less than a third of advisors ever ask though. Don’t act like the majority – because referrals are at the core of growing your business.
In this post we’ll look at some best practices for gathering referrals.
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11 Best Practices for Gathering Referrals
January 21, 2019 / by Don Connelly / Prospecting / 0 comments
People trust recommendations from people they know, and the lifetime value of a new referral customer is higher than of a client acquired in another way. Despite this, advisors shy away from asking for referrals – citing that to be one of their most awkward tasks.
The good news is that, if asked at the right time, most clients would be happy to advocate on your behalf. Less than a third of advisors ever ask though. Don’t act like the majority – because referrals are at the core of growing your business.
In this post we’ll look at some best practices for gathering referrals.
Read more
Self-sabotage – 10 Behaviors to Avoid
December 3, 2018 / by Don Connelly / Best Practices / 0 comments
Self-sabotaging behaviors can create problems, interfere with goals and ultimately put your career at risk. Without even realizing it you could be a victim of self-sabotage. Be honest and identify the traits that are holding you back so you can make the positive changes required to move forward.
Here are ten ways you could be self-sabotaging – along with some recommendations on how to do things better.
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Being Accountable May Be The Key to Your Success
November 5, 2018 / by Don Connelly / Best Practices / 0 comments
Being accountable will benefit not only your business, but every aspect of your life. Being accountable to yourself will help you focus your attention on your performance, encouraging you to set and achieve personal goals. Being accountable to your clients will help you keep them on track and invested.
Here’s how being accountable will help you succeed as a Financial Advisor.
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4 More Things That Could Get You Stuck in a Rut
October 1, 2018 / by Don Connelly / Best Practices / 0 comments
In a previous post we outlined four things that could get you stuck in a rut. Here are four more – along with some recommendations on how to get your business moving forward again.
1. Thinking you don’t need help
If you think you don’t need help in building your business, think again. Over time you will eventually work out how to do things on your own – but why waste time? With help you’ll get there far quicker.
As the ancient Chinese proverb says – if you want to know the road ahead, ask those coming back.
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Four Ways to Ensure You Deliver Outstanding Client Service
August 20, 2018 / 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.
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