client appointments Archives - Don Connelly & Associates

Why Financial Advisors Struggle to Get Appointments (Even When They Know What to Do)

/ by Don Connelly / Prospecting / 0 comments

You’re a financial advisor. You’ve read the books, attended the seminars, and memorized the scripts. You’re making calls, sending emails, and prospecting like you’re “supposed to.” But the appointments aren’t happening. The calendar stays empty, and the frustration is real. If you’re nodding along, you’re not alone.

The problem isn’t that you don’t know what to do; it’s that something’s getting lost in how you’re doing it. Let’s unpack why and fix it.

Nothing Happens without an Appointment

/ by Don Connelly / Prospecting / 0 comments

Would you like to have $50,000,000 in assets under management? How about a $100,000,000? How about $500,000,000? It’s simple. It’s not easy, but it is simple. Go get an appointment. It all starts with getting an appointment. Nothing happens without an appointment in this business. Go on the appointment, get your nose bloody, come back and get another appointment. Then get another one. Then get another one. Building a career is a series of many steps. Success is not part time. Get in the habit of getting appointments.

Watch this video or read the transcript to learn how to get in the habit of getting appointments.