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The Market Is on Sale When It Dips

/ by Don Connelly / Storytelling, analogies and power phrases / 0 comments

This session of Mr. and Mrs. Client I want to thank Ruth Sully. Ruth is a friend and advisor in Californiawho told me a great story. You can use it if you have clients who want to put their investment plan on hold when the market takes a downturn.

Watch the video or read the transcript below to learn the story.

5 Things That Could Ruin Your Clients’ Trust in You – in Seconds

/ by Don Connelly / Managing the Relationship / 0 comments

It can take many years before clients come to know you and trust you, and during this time you’ll need to work hard to win them over. In order to earn their trust, you’ll need to demonstrate exemplary behavior and deliver a service that goes above and beyond.

But that’s not where it ends. It may have taken you years to build up trust but it takes just seconds to break it down. Just one slip and all that hard-won trust is gone forever. Make sure this doesn’t happen to you by avoiding the following behaviors.

What Really Is The Job of a Financial Advisor?

/ by Don Connelly / Best Practices / 0 comments

To be an elite advisor you obviously need technical knowledge and expertise. But, just as importantly, you must possess superb soft skills. Your role is to change your clients’ lives for the better and you can only do this if you can effectively communicate with them. To do your job properly you need to get across to people the importance of investing, and why you are the perfect advisor to oversee their investment plan. Here are three aspects of your job as a Financial Advisor that should never be overlooked.

Educate Clients What It Really Means to Invest

/ by Don Connelly / Investing Wisdom / 0 comments

No matter how inherently intelligent your clients may be, never assume they have a clear understanding of what ‘investing’ really involves. For many people a financial plan consists of having money in an account that continually goes up in value. To them, a share of stock is a lottery ticket, no more and no less.

What Makes a Story Good?

/ by Don Connelly / Storytelling, analogies and power phrases / 0 comments

“Tell me a fact and I’ll learn. Tell me a truth and I’ll believe. But tell me a story and it will live in my heart forever”. This ancient Native American proverb still resonates today.

Everyone loves a good story. Good stories can captivate, teach, and persuade people to act, making them an excellent way to communicate with prospects and clients.

In this post we’ll look at how to create great stories and inspire listeners to take action.

Digital Marketing Trends 2015 for Financial Advisors

/ by Kirti Anand Sharma / Connelly Corner, Marketing Yourself / 0 comments

Did you know that according to recent Gartner research, digital marketing accounted for 25% of all the marketing dollars spent in 2014 and it is expected to reach 33% in 2015?

Though traditional marketing methods like seminars, telemarketing, trade shows, print media, exhibitions, and networking groups are still effective, let’s face it – Top Financial Advisors have stayed ahead of the game by adapting their marketing initiatives to the digital world we live in.

So don’t get left behind! Update your marketing strategy for the year ahead and build a competitive advantage by following the digital marketing trends of 2015. Start with these four areas of improvement:

Looking Back on 2014

/ by Don Connelly / What's New / 0 comments

Thank you.

Your support means the world to everyone here at Don Connelly & Associates. Without you, there is no learning center. Your loyalty is not taken for granted.

2014 was a learning year for me, as I’m sure it was for you. I remember Bob Dunwoody once described himself as a student-teacher. He said he learns as much from Advisors as he teaches them. I know what he means.

It was also a year of observation.

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