distinctly different Archives - Page 3 of 3

Personalizing Your Services Will Help You Succeed as a Financial Advisor

/ by Don Connelly / Managing the Relationship / 0 comments

All financial advisors generate income in the same way, by offering similar platforms at essentially the same price. The job description: to help people simplify their finances and get peace of mind that they can reach their goals. Naturally achieving this task is of the utmost importance but if you want to stand apart from the crowd and win more businesses you need to do more; you need to personalize your services.

By treating each client personally and making them feel important you will not just meet their expectations but exceed them. If your clients feel they’re just a number to you they won’t rate your services and they will be unlikely to refer you to others.

How to Find What Makes You Different from Other Advisors

/ by Don Connelly / Marketing Yourself / 0 comments

The financial services marketplace is heavily commoditized. There are lots of firms offering basically the same products to the same people, so being the same as everyone else in this industry will not cut it. In order to succeed you need to quickly identify what makes you stand apart from the crowd. Ask yourself these questions in order to find out if you have the unique attributes you need to succeed.

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 Financial Advisors Can Use LinkedIn for Prospecting – Part 1

/ by Kirti Anand Sharma / Connelly Corner, Prospecting / 0 comments

You probably know by now that social media is an integral part of the 2015 digital marketing trends for financial advisors. What you may not know just yet is that LinkedIn has proved to be one of the most effective prospecting tools for Advisors.

Here are some interesting statistics to help you understand why LinkedIn is so important for you as a Financial Advisor:

How to Develop Your ‘Who I am Story’

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

To succeed as a financial advisor you need to find a compelling method of differentiating yourself from the competition. To get to the top you need to stand out as being likeable and trustworthy so that clients will want to do business with you. A great way to build rapport with clients is to tell stories and in particular, you should spend some time developing a ‘who I am story’.

Five Actionable Ways You Can Stand Apart from The Crowd

/ by Don Connelly / Marketing Yourself / 0 comments

If you want to succeed as a financial advisor, you need to achieve a competitive advantage. There needs to be something about you that highlights you not superior to other advisors but different. You need to possess a ‘certain something’ that makes people want to do business with you.

Dare to be different

Why Thoughtful Advisors Get Referrals

/ by Don Connelly / Prospecting / 0 comments

Referrals are the cornerstone of your business. In order to get them you need to cement the relationship with your clients by being passionate and committed. If you are creative and look for different ways to engage with your clients you will become more referable.

To get referrals you need the soft skills that illustrate you can get along with people as well as a self-awareness.

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