August 14, 2014 / by Kirti Anand Sharma / Connelly Corner, Storytelling, analogies and power phrases / 0 comments
Think about the last “Great Presentation” you attended, where you felt as if the speaker was speaking your mind. How did this experience make you feel about the presenter?
Did you think he or she was so smart? Were you moved to ask for their business card or connect over LinkedIn? Or maybe you just walked up to say how much you loved their presentation? When you went back home, did you share your experience with someone?
For a truly great presentation, I believe the answer to at least one of these questions would be a “Yes”.
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Top 10 Posts Financial Advisors Read the Most on Our Blog in 2018
December 24, 2018 / by Diana Marinova / Connelly Corner / 0 comments
As 2018 is coming to an end, we decided to do a quick recap of the top 10 posts that thousands of Financial Advisors and Wholesalers read on our blog throughout the year. They are on various topics – from practice building, to prospecting and relationship building, to establishing trust and storytelling.
We hope this quick recap will help you finish the year strong and give you some pointers on how to improve your practice in 2019. Enjoy!
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5 Stories to Develop Strong Relationships with Clients Based on Trust and Likeability
January 8, 2018 / by Don Connelly / Storytelling, analogies and power phrases / 0 comments
The best way to initiate a strong relationship with clients is to tell them stories. People don’t need to have a ton of data thrown at them in the first meeting. They will be more interested in whether they like and trust you. Forget the numbers and pie charts, and use your personal stories and experiences to help you establish trust and likeability in the minds of your prospects. Here are five such stories to get you started.
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7 Ways to Manage Client Expectations
November 28, 2016 / by Don Connelly / Managing the Relationship / 0 comments
Managing client expectations is crucial in order to keep your clients invested in you and with their financial plan. Here are a few ways to make sure you deliver on your clients’ expectations both in terms of investment performance and your level of service.
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5 Ways Storytelling Helps Financial Advisors Succeed
August 14, 2014 / by Kirti Anand Sharma / Connelly Corner, Storytelling, analogies and power phrases / 0 comments
Think about the last “Great Presentation” you attended, where you felt as if the speaker was speaking your mind. How did this experience make you feel about the presenter?
Did you think he or she was so smart? Were you moved to ask for their business card or connect over LinkedIn? Or maybe you just walked up to say how much you loved their presentation? When you went back home, did you share your experience with someone?
For a truly great presentation, I believe the answer to at least one of these questions would be a “Yes”.
Read more