brilliant at the basics Archives - Page 9 of 9

Three Challenges Financial Advisors Face in Their Daily Work

September 12, 2016 / by Don Connelly / Managing the Relationship / 0 comments

A recent post on this blog outlined three challenges Advisors face when acquiring clients. This week I’ll outline three more chief challenges you are probably facing in your daily work, along with some tips on how to overcome them.

#1. Providing clients with reassurance when the markets take a downturn

Keeping clients on track when markets take a dive is a situation many advisors find tricky. But It’s essential to know how to keep clients invested for the long term.

How Do I Get People to Call Me Back?

June 13, 2016 / by Don Connelly / Managing the Relationship / 0 comments

I heard this great question from Jesse in Grand Rapids. Jesse said he was having difficulty getting people to return his calls, after supposedly thinking about his proposal. He meets with prospects and makes his presentation. They say “Let me think it over, I’ll give you a call” and they never do. After some time has passed, he calls them and leaves messages but they never return his calls. Why is that?

Listen to Don’s answer to this question or read the transcript.

What Happens If You’re Not Brilliant at The Basics?

February 22, 2016 / by Don Connelly / Best Practices / 0 comments

Only a tiny percentage of financial advisors get to the top and there’s no mystery about how they got there. It’s because they did what unsuccessful advisors didn’t: they became brilliant at the basics.

Unless you nail the basics there’s no way you can become an elite advisor. If you don’t set goals, work hard, organize your time efficiently and practice your soft skills to perfection you won’t have the underlying tools to take your business to the next level.

There are no shortcuts to getting the basics right. It will take time, years in fact. But if you don’t put in the effort, you won’t reap the rewards. If you don’t get brilliant at the basics your career will fizzle out long before you achieve success. Here’s a look at some of the basics and what happens when you don’t get them right.

Nobody’s Holding You Back but You

February 8, 2016 / by Don Connelly / Best Practices, Storytelling, analogies and power phrases / 0 comments

Listen to today’s short audio post on brilliance and get inspired for success!

This is a true story of a young boy being sent home from school with a note from his teacher. The boy happened to be deaf. The note said – “This boy is too stupid to learn.”

Goal Setting: Don’t Look Where You Don’t Want to Go

January 11, 2016 / by Don Connelly / Best Practices / 0 comments

Let’s talk about goal setting. I’d like to tell you about a piece I read, called “Keep your eyes on the prize”. Watch the video or read the transcript below to learn the story about a man who was afraid of heights.

Elite Advisors Never Lose the Will to Learn

September 14, 2015 / by Don Connelly / Best Practices / 0 comments

If you stop wanting to improve your skills you will cease to be good at your job. Don’t let short term success make you overly confident or complacent. While having a successful month, a good quarter or even a good year is great news it does not guarantee your success further down the line. All bets are on that a slump is out there waiting for you somewhere, and when it does, it can quickly turn things on their head. So you need to have a backup plan.

How to Become a Successful Financial Advisor

August 10, 2015 / by Don Connelly / Best Practices / 2 comments

There are lots of average financial advisors out there, but very few great ones. And it may surprise you to learn that those that do get to the top rarely get there on talent alone. Successful advisors do however share certain attributes and have a work ethic that marks them out. They have a clear vision, work hard and never stop developing their skills.

Here are five things you must do if you want to be a successful financial advisor.

Excellence Is a Habit – How to Develop it

March 19, 2015 / by Don Connelly / Best Practices / 0 comments

There is no convenient escalator to success, but rather a stairway which needs to be climbed step by step. No one becomes a great advisor overnight, or by being endowed with extra talent. Those that succeed do so because they’ve plied their trade day after day to such a degree that they have become the best at what they do. They have a plan and they stick to it; they understand what’s important and put their focus into these areas. They became ‘brilliant at the basics’.

Looking Back on 2014

December 29, 2014 / by Don Connelly / What's New / 0 comments

Thank you.

Your support means the world to everyone here at Don Connelly & Associates. Without you, there is no learning center. Your loyalty is not taken for granted.

2014 was a learning year for me, as I’m sure it was for you. I remember Bob Dunwoody once described himself as a student-teacher. He said he learns as much from Advisors as he teaches them. I know what he means.

It was also a year of observation.

What Are The Most Important Networking Skills for Financial Advisors?

September 11, 2014 / by Don Connelly / Prospecting / 0 comments

Networking is an important prospecting tool, especially for newer Advisors who have a paucity of clients. Probably the two most common ways to network are via social media or face-to-face. Both methods are effective if done correctly.

The concept of networking is not new. In fact, it is two thousand years old. It would not have survived if it didn’t work. Getting ahead in the business world has a lot more to do with who you know than what you know.

While networking is pretty straight forward, there are specific skills involved. It involves a lot more than simply handing out business cards. Like other prospecting methods, networking entails being brilliant at the basics.

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