/ by Kirti Anand Sharma / Connelly Corner / 0 comments
Believe it or not, we are in the middle of a revolution that is changing the way we interact, make decisions and do business.
According to eMarketer, by the end of 2014 the global Smartphone audience will reach approximately 1.75 Billion users.
Have you ever wondered who these people are anyway? They are your friends, family, clients, prospects and competitor Financial Advisors.
And why do Financial Advisors embrace new technology? Being just one tap away from almost anything offers you more opportunities than ever:
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5 Traits You Need to Have If You’re to Build Strong Relationships with Clients
/ by Don Connelly / Managing the Relationship / 0 comments
Your personal likeability and trustworthiness are more important than your professional knowledge when it comes to winning and building enduring client relationships. Professional credentials, while important, are only a backstop to the forging of strong personal connections. Focus on developing your soft skills.
Here are five traits you need if you want to create long-lasting relationships with clients and become more referable.
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6 Reasons Why You Should Develop a Succession Plan This Week
/ by Don Connelly / Best Practices / 0 comments
Your ultimate success depends on your ability to create and maintain long-term relationships – relationships that are built on trust. If you want clients to trust you, they need to know you will be there for the rest of their lives. So, let them know you will put their interests above yours: Let them know that you have a succession plan.
Here are 6 reasons why you should have a succession plan in place.
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Building Healthy Relationships with Clients – Six Steps Financial Advisors Should Take
/ by Diana Marinova / Connelly Corner / 0 comments
As an advisor, how high you go is dependent on your ability to maintain long-term relationships. There’s no activity more crucial for the success of an advisor than relationship building. To help you evaluate your relationship building and management skills, I’d like to share a few of Don’s top podcasts on the topic. Hopefully, they’ll give you some food for thought and actionable steps you can take to improve your practice and create loyalty among clients.
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Why It’s Important You Have All of Your Client’s Assets
/ by Don Connelly / Managing the Relationship / 1 comment
I received an email from Harry in Chicago. He manages a few million dollars for a particular client. That client has an equal amount of money invested with another Advisor and firm across the street, and he won’t combine the two. The client uses the account across the street to pay taxes and expenses. When asked why he does this, the client has a traditional comment – ‘I don’t want all my eggs in one basket’. Harry’s question to me is “Should I leave well enough alone?”
Listen to Don’s answer or read the transcript below.
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How Do You Pick Yourself Up When You’ve Been Fired by a Client?
/ by Don Connelly / Best Practices / 0 comments
It can be a challenging and depressing experience especially if clients leave without telling you the reason. But getting fired happens to even the best of advisors at some point. And it’s not all bad news.
In fact losing a client can give you a chance to re-evaluate yourself and determine what you have to offer clients. It can be a perfect time to re-focus, take a good hard look at yourself and change things to do what you need to do to get back in the game.
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Don’t Get Left Behind – Embrace Technology Today!
/ by Kirti Anand Sharma / Connelly Corner / 0 comments
Believe it or not, we are in the middle of a revolution that is changing the way we interact, make decisions and do business.
According to eMarketer, by the end of 2014 the global Smartphone audience will reach approximately 1.75 Billion users.
Have you ever wondered who these people are anyway? They are your friends, family, clients, prospects and competitor Financial Advisors.
And why do Financial Advisors embrace new technology? Being just one tap away from almost anything offers you more opportunities than ever:
Read more
Two Questions to Add to Your Repertoire
/ by Don Connelly / Managing the Relationship / 0 comments
Effective communication is all about asking the right questions. I want to suggest two questions to ask your clients, two questions you might not be currently asking. It’s very important that you know what you are doing right, so that you can do more of it. Explain to your clients, new and old, that you are not on an ego trip but…
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