February 16, 2015 / 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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How to Find What Makes You Different from Other Advisors
July 27, 2015 / 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.
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Six Relationship Management Tips for Financial Advisors
June 29, 2015 / 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.
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How Financial Advisors Can Use LinkedIn for Prospecting – Part 1
April 9, 2015 / 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:
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How to Develop Your ‘Who I am Story’
March 30, 2015 / 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’.
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Five Actionable Ways You Can Stand Apart from The Crowd
February 26, 2015 / 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
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Why Thoughtful Advisors Get Referrals
February 16, 2015 / 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.
Read more