February 27, 2023 / by Don Connelly / Best Practices / 2 comments
In recent posts, we have outlined why financial advisors must master critical habits for prospecting, calling, and selling, without which success can be elusive. However, while you may identify as a financial advisor, you are, first and foremost, a businessperson. You can have all the best habits for prospecting, calling, and selling, but you need to have the vital working habits of a successful businessperson or entrepreneur to help you in the long run.
If your business lacks direction or you can’t manage your time effectively, you are essentially practicing your craft on borrowed time. Without self-discipline and a results-oriented mindset, you’ll be less likely to progress to the next level. These are just some of the working habits that, when mastered, make it possible to exercise the revenue-generating practices of prospecting, calling, and selling to the greatest extent possible with much better outcomes.
To succeed as a financial advisor, you must create a sustainable business that supports your efforts to grow your clientele. These are the crucial working habits any businessperson must master to be successful.
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Essential Working Habits to Ensure Your Success as a Financial Advisor
February 27, 2023 / by Don Connelly / Best Practices / 2 comments
In recent posts, we have outlined why financial advisors must master critical habits for prospecting, calling, and selling, without which success can be elusive. However, while you may identify as a financial advisor, you are, first and foremost, a businessperson. You can have all the best habits for prospecting, calling, and selling, but you need to have the vital working habits of a successful businessperson or entrepreneur to help you in the long run.
If your business lacks direction or you can’t manage your time effectively, you are essentially practicing your craft on borrowed time. Without self-discipline and a results-oriented mindset, you’ll be less likely to progress to the next level. These are just some of the working habits that, when mastered, make it possible to exercise the revenue-generating practices of prospecting, calling, and selling to the greatest extent possible with much better outcomes.
To succeed as a financial advisor, you must create a sustainable business that supports your efforts to grow your clientele. These are the crucial working habits any businessperson must master to be successful.
Read more
Building Resiliency Through Successful Calling Habits
February 13, 2023 / by Don Connelly / Prospecting / 0 comments
I think it’s safe to say that most financial advisors don’t like making prospecting calls. Many even detest it. At best, it’s a necessary evil.
However, some advisors not only welcome the challenge of call prospecting, but they also thrive on it. One advisor I know considers each phone call he makes as the potential to uncover riches like scratching off lottery tickets. He said, “I could win the lottery at any minute, and if I scratch off enough tickets, believe me, I will win the lottery.”
That’s one way to stay motivated. But there is an element of truth to it. Ambitious advisors will do whatever it takes to build a resilient mindset, which is critical to success in any endeavor. They’re not afraid to risk rejection because they know it will lead to wins, and that’s what they live for. However, for resilience to be sustained, it must be built on solid habits that eliminate the overthinking that leads to call reluctance.
Here are the essential calling habits—several of which occur before the call—you must develop to grow your businesses successfully:
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The Four Success Habits of Highly Successful Advisors
January 30, 2023 / by Don Connelly / Best Practices / 0 comments
It has been said that habits determine 95% of a person’s behavior and are the most important determinant of the type of person you will become. That can be frighteningly ominous for financial advisors who spend little time focused on developing successful habits.
As financial advisors, we’re all searching for the secret to success—finding that edge that can move us effortlessly toward our ambitions. The challenge for many is that it is human nature to look for shortcuts in the pursuit of success.
However, in reality, it’s those who are able to find the motivation to develop successful habits that separate the ordinary from the exceptional—finding the will to take deliberate daily action consistently in pursuit of their goals. Successful advisors will tell you that it’s the practices we develop and master in their daily lives that empower them and propel them to their fullest potential for producing at an elite level.
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