Self-Discipline Is Key

Self-Discipline Is Key - AskDON Episode

An Advisor once sent me this message:

“You mentioned in one of your webinars that talent by itself means nothing. The key is to develop that talent into a skill. In your opinion, what is the most underappreciated skill among great advisors?”

Listen to this audio episode or read the transcript below to learn what I think great Advisors’ most underrated asset or skill is.

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Why Financial Advisors Must Embrace Technology Now

Why Financial Advisors Must Embrace Technology Now

In the third of our series of Critical Issues Facing Financial Advisors Right Now, we turn to the challenge facing advisors in adopting the technologies that will drive business growth for the foreseeable future. Financial advisors have seen the future, and it is now. Those who learn to embrace it will have a distinct advantage over those who continue to run from it.

We can complain all we want about the rise of robo-advisors but, the fact is, they only control a minute portion of the trillions of dollars held by wealth managers, advisors, and asset managers. Still, robo-advisors are on the cutting edge of technological innovations, and venture capital is flooding the financial technology sector with billions of dollars.

Our industry has reached a critical juncture where advisors must now choose to embrace technological change to get ahead of their competition and provide the level of service their clients have come to expect or risk obsolescence.

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Make Sure You Are Not Just Moving, but Moving in The Right Direction

Don Connelly Center Stage with Brian Church - Moving in the Right Direction

Brian Church, business consultant and author, was our special guest on the recent April 30, 2014 Webinar. Participants from around the globe watched and listened as Brian put forth his ideas on how Financial Advisors can and must keep their businesses, their ideas and their client relationships moving in the right direction.

We must focus on LIFT, Brian’s term for growth; bettering our delivery, making the best use of our time, and growing our revenue through thick and thin. As fees continue to get compressed, we must increase the value of what we offer to the public.

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