May 11, 2015 / by Don Connelly / Managing the Relationship / 0 comments
One of the things I’ve observed over the years is that good service does not sell. Great service sells.
Watch this video to hear Don explain how to make your service great.
One of the firms I really admire has done something that is so good that when you put together your service proposal, you have to refer to it.
The firm is Cadaret Grant. The late Mac Cadaret was a wonderful guy, Art Grant is a friend. The men and women that work there have built a tremendous organization. They took the time and the presence of mind to ask clients what top ten things they wanted from their advisors. I thought you’d like the answer.
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Investing in a Bull Market
July 20, 2015 / by Don Connelly / Investing Wisdom / 0 comments
This is an AskDON audio episode where Don Connelly answers Larry’s question about investing. Larry is from Texas, he’s been in the business eleven years and he is managing just a shade under $100 million.
Larry’s question was:
“The market’s been up four years, without a correction. What do you say when people comment that maybe the market’s too high?”
Click the play button to listen to Don’s answer or read the transcript below.
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How to Win Over Clients by Becoming More Likeable
June 22, 2015 / by Don Connelly / Marketing Yourself / 3 comments
People will only do business with you if they like you and trust you. Human decisions are generally subjective. Even if you are the most professional financial advisor out there, if people don’t warm to you they won’t commit to you. Prospects will not choose you simply because you are competent; they will choose to do business with you because you are competent and likeable.
By becoming likeable you will stand head and shoulders above other advisors. And you don’t need innate talent to become more likeable. You can learn how to radiate confidence and charisma.
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How a Marketing Resume Can Help You Get Out of a Rut
June 15, 2015 / by Don Connelly / Marketing Yourself / 0 comments
If you feel that you’re stuck in rut, and can’t see how to get your business back on track then it’s time for a change. The worst thing you can do is just sit there and hope things pick up. Overcome your inertia and develop a clear marketing and client acquisition strategy. Decide what your unique value proposition is and create a marketing resume.
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Don’t Sell Me Things
June 8, 2015 / by Don Connelly / Marketing Yourself / 0 comments
Ever since you got in this business you’ve been told about features and benefits, you’ve been told to market yourself, you’ve been told that people want to know what we can do for them. Let me read you something written in the 1940s that sums up exact- this whole issue perfectly. It was part of a thing called Sears and Roebuck Adventures in Salesmanship. It was entitled “Don’t sell me things”. And it’s as poignant today as it was in the 1940’s.
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10 Things Clients Want from Their Advisors
May 11, 2015 / by Don Connelly / Managing the Relationship / 0 comments
One of the things I’ve observed over the years is that good service does not sell. Great service sells.
Watch this video to hear Don explain how to make your service great.
One of the firms I really admire has done something that is so good that when you put together your service proposal, you have to refer to it.
The firm is Cadaret Grant. The late Mac Cadaret was a wonderful guy, Art Grant is a friend. The men and women that work there have built a tremendous organization. They took the time and the presence of mind to ask clients what top ten things they wanted from their advisors. I thought you’d like the answer.
Read more
How to Explain to Prospects They Should Invest Now
April 27, 2015 / by Don Connelly / Investing Wisdom / 0 comments
As you know better than I, clients are always looking for a more convenient time to invest. There’s always something to do – like buy a new car, redo the home, whatever it is.
The time to invest is now – we can’t put it off.
* This podcast originally appeared on Don Connelly 24/7. Click the play button or read the transcript below.
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How Asking Yourself WHY Would Help You Be a Better Advisor
April 6, 2015 / by Don Connelly / Best Practices / 0 comments
Asking ‘why ‘can greatly increase your understanding of yourself and of those around you, both of which will make you a better advisor. Asking ‘why’ your clients do business with you can make the referral process easier. Asking ‘why’ can help motivate your clients into investing for their future. Asking ‘why’ you became a financial advisor can help you re-energize your career.
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What’s New on Don Connelly 24/7 in March 2015
April 2, 2015 / by Diana Marinova / What's New on Don Connelly 24/7 / 0 comments
In this month’s blog post from the series “What’s New on Don Connelly 24/7“ we recap new podcasts, Weekly Focus issues, and the Monthly Newsletter from March 2015. Read on!
What’s new on Don Connelly 24/7 in March 2015
Remember, most links in this post will redirect you to premium content, accessible only to Professional and PLATINUM members of Don Connelly 24/7. Non-members can still see what topics Don discusses, what questions he answers, and what issues he is helping solve through the learning center.
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