Are You Good at Dealing with Difficult Clients?

Am I oversimplifying things? - AskDON episode

Difficult clients are not unique. Every Advisor has encountered or will encounter obstreperous personalities. There are many reasons why clients become difficult. Let’s make this easy and say we are dealing with a personality clash. A decision has to be made: keep him or fire him. Let’s explore both choices.

Firing a client is difficult if you don’t like confrontation or hurting someone’s feelings.

Read more

A Simple Story – Financial Advisor’s Best Friend

Simple Stories – Financial Advisor’s Best Friend

Being misunderstood may be funny in burlesque, but it’s not funny when you’re trying to make a living as a Financial Advisor. There is nothing more important to an Advisor than communicating clearly.

The safest and surest way to communicate in our business is to make your message as simple as possible, to make the unfamiliar familiar. Stories and analogies do that better than anything else. They allow you to make your point concisely and they make people feel comfortable.

Read more

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.

Read more

Your Clients Look to You for Leadership

Leadership Skills for Financial Advisors

The more uncertain the times, the more certainty clients want from you. They want you and they expect you to guide them to their goals. Like it or not, you are depended upon for your leadership skills. This may be unfair to you.

You weren’t taught leadership in training.

Nonetheless, the role has been thrust upon you.

Read more

Care More than People Expect You to Care

Don Connelly audio blog post

When people get poor service, they are not the least bit surprised.

People no longer expect good service except in the very finest of establishments, places where they willingly pay a lot in exchange for that good service. Mediocrity is the new standard.

That opens an enormous door for you. Once people get used to mediocrity, anything above mediocrity stands out.

Read more

Two Things Never Change for Financial Advisors

Financial Advisors - Focus on Twi Things

As a Financial Advisor, you share a common concern with the wholesalers who call on you. You don’t control your distribution and they don’t control theirs. You can’t force your clients to act any more than a wholesaler can force you to act. As well, neither you nor the wholesaler has control over the landscape. Most of what affects how and what you do is in some else’s hand, be it the stock market, the economy or interest rates. And most of what affects you is in a constant state of change.

Read more

How Valuable Are You?

How Valuable Are You to Your Clients

Doing your job, even doing it well, will not set you apart. You will stand apart when you are known for doing more than is expected of you. Every Advisor’s wish is to be highly valued by his or her clients. How, then, do we make the relationship valuable in the eyes of the client?

Read more

top
https://viasilden.com | https://cialtad.com