/ by Don Connelly / Best Practices / 0 comments
“Each man’s life touches so many other lives. When he isn’t around, he leaves an awful hole, doesn’t he?” Angel Second Class, Clarence
For many of us, it took these words, proffered by a fledgling angel to a despairing George Bailey, to realize one of life’s most enduring truths. The timeless movie, It’s a Wonderful Life, is full of valuable lessons. But its central theme – that each of us is a hero in waiting – should remind us that it’s through our challenges that our superpowers and unique gifts are eventually revealed.
For me, the essence of the story is conveyed in a scene not usually associated with the classic moments people remember about the movie.
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How Financial Advisors Can Use Qualifying Questions to Win More Clients
/ by Don Connelly / Best Practices / 0 comments
As a financial advisor, you could think of your first meeting with a prospect as a dance: you could step on their toes by talking too much, or you could lead with grace by asking the right questions. The difference in outcomes is night and day.
Too many financial advisors lean into their presentation, rattling off solutions before understanding the prospect’s needs. The result? A conversation that feels like a sales pitch, not a partnership. Qualifying questions—those deliberate, insightful probes—flip this dynamic. They uncover what prospects truly want and whether they’re ready to act. Master them, and you’ll turn curious prospects into committed clients.
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Priceless Lessons for Financial Advisors from George Bailey
/ by Don Connelly / Best Practices / 0 comments
“Each man’s life touches so many other lives. When he isn’t around, he leaves an awful hole, doesn’t he?” Angel Second Class, Clarence
For many of us, it took these words, proffered by a fledgling angel to a despairing George Bailey, to realize one of life’s most enduring truths. The timeless movie, It’s a Wonderful Life, is full of valuable lessons. But its central theme – that each of us is a hero in waiting – should remind us that it’s through our challenges that our superpowers and unique gifts are eventually revealed.
For me, the essence of the story is conveyed in a scene not usually associated with the classic moments people remember about the movie.
Read more
To Be The Best Financial Advisor You Can, It’s Essential to Challenge Yourself
/ by Don Connelly / Best Practices / 0 comments
There are two paths you can follow in your career: One that goes uphill or the easy one, which involves simply getting through the day. Not many people take the steepest and hardest path, which is why so few really achieve success. But if you’re prepared to challenge yourself and commit to hard work, practice and persevere, you will maximize your talent and do what unsuccessful people are not willing to do.
So, step out of your comfort zone and start creating your own success story. Here are a few important self-challenges.
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