control the emotions of others Archives - Don Connelly & Associates

How Financial Advisors Should Manage Emotional Clients

/ by Don Connelly / Managing the Relationship / 0 comments

People aren’t rational. We’re all creatures of emotion. Good salespeople bear that in mind. Whatever your training and education, as financial advisors, we’re not engineers. We’re not technicians. Not in the sales interview.

We deal with people first.

Not numbers. Not machines.

Advisors who understand this are going to do better than advisors who don’t.

Six Relationship Management Tips for Financial Advisors

/ by Diana Marinova / Connelly Corner, Managing the Relationship / 0 comments

Did you know Don Connelly has a YouTube channel? He regularly shares his wisdom in audio and video format on various topics which are interesting to Financial Advisors. One such topic is relationship management.

Here are the top six relationship management tips, taken directly from Don Connelly’s YouTube channel.

How to Manage Your Emotions in Difficult Situations

/ by Don Connelly / Best Practices / 0 comments

Managing Your Emotions in Difficult Situations

You know by now that I believe the development and use of certain soft skills contributes far more to our success than does the development and use of hard skills. Self-awareness is just such a soft skill. The importance of being aware of and controlling our emotions cannot be overstated.

Emotional Intelligence Enables Us to Manage The Emotions of Others

/ by Don Connelly / Managing the Relationship / 0 comments

You and I like to think of ourselves as objective thinkers. We try to put our emotions aside. We live in a world of research and numbers. Our recommendations are black and white. Investment results are there for all to see. Our advice is either good or bad. The plans we recommend either work or they don’t. Clients say yes or no. We open the account or we don’t.

Our clients, on the other hand, are subjective thinkers.