Elite Advisors Archives - Don Connelly & Associates

Self-Discipline Is Key

/ by Don Connelly / Best Practices / 0 comments

An Advisor once sent me this message:

“You mentioned in one of your webinars that talent by itself means nothing. The key is to develop that talent into a skill. In your opinion, what is the most underappreciated skill among great advisors?”

Listen to this audio episode or read the transcript below to learn what I think great Advisors’ most underrated asset or skill is.

What Is Outstanding Work Ethic and How Financial Advisors Can Develop It?

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Let’s face it, not everyone is cut out to be a financial advisor for many reasons, but one of the top reasons is a “lack of work ethic.” Having a good work ethic is a bare minimum requirement for any serious consideration of a career as a financial advisor. For any chance at succeeding, financial advisors must have command of their time and their ability to multi-task, driven by a “can do” attitude.

Three Things Elite Advisors Love That Average Advisors Fear

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Average Advisors get held back by letting their fear of performing certain essential tasks take control. Elite Advisors on the other hand have learned that with practice and perseverance it’s possible to actively embrace previously daunting tasks.

Here are three challenging aspects of their job that Elite Advisors are keen to take on, thus guaranteeing their success.

7 Things You Can Do for Clients to Show That You Care

/ by Don Connelly / Managing the Relationship / 0 comments

If you are to be a successful financial advisor, you need to do more than simply manage money. You need to be great at managing relationships – in particular, you need to show your clients that you truly care about them.

If you care more than people expect you to care not only will clients remain loyal to you, but they’ll feel comfortable about referring you to friends, family and colleagues.

Here are 7 ways to show you care.

3 Types of Clients You Should Want to Attract and Retain

/ by Don Connelly / Prospecting / 0 comments

It’s surprising to find that certain broad sectors of the population still remain underserved in certain instances.

If you, unlike other advisors, can devise a strategy to attract and retain these potentially valuable clients, you could vastly improve your business.

Let’s have a look at three types of clients you should try to attract and retain.

Do You Have What It Takes to Be a Financial Advisor?

/ by Don Connelly / Best Practices / 2 comments

Top financial advisors almost always possess the same traits and skills. Not only do they have a great work ethic and a determination to succeed, but their interpersonal skills are second to none. In particular, elite advisors ooze charisma – a charisma which they use to influence people.

In this post we’ll look at what it takes to be a Financial Advisor and some skills successful advisors share.

Take Back Control of Your Financial Advisor Career

/ by Don Connelly / Best Practices / 0 comments

If you feel your career is at a crossroads, or that things are not going your way you need to adapt your attitude and learn to make better decisions. In the words of the late Earl Shoaff ‘Don’t wish it were easier, wish you were better. Don’t wish for fewer problems, wish for more skills”.

The only thing holding you back in life is you. You alone determine your future, not the outside world. So, if you don’t like where you are – get in the driver’s seat and take control.

You Don’t Have to Fear The Competition

/ by Don Connelly / Marketing Yourself / 0 comments

You, like many other advisors, may feel you work in a highly competitive environment where the competition is trying to outmaneuver you every step of the way. In reality, however this isn’t the case. As is true of any profession, most of your competitors are not fully engaged on most days. They show up for work each day unmotivated or with an ambivalent attitude. If you, unlike other advisors, develop superb soft skills, have a great work ethic, and exude positivity – you’ve already beaten the competition hands down.

Common Mistakes New Advisors Make – Ones that Could Ruin Your Business

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There are many pitfalls to face when you’re first starting out as an advisor and mistakes are easy to make. Look out for these potential mishaps because they could halt your business in its tracks before it even gets off the ground.

Why Being a Good Advisor Is No Longer Enough to Succeed

/ by Don Connelly / Best Practices / 0 comments

Few industries have become as commoditized as the financial services industry. It’s become more and more common to see a personal touch replaced by ‘cookie-cutter’ automated solutions.
On the bright side it’s clear that technology cannot replace the service of a really great financial advisor. Clients still crave advice that’s customized. They need the services of an advisor who can look at the ‘big picture’ and understand the complexities of their lives in terms of their aspirations, family and careers.
If you want to succeed you need to be more than ‘good enough’. You need to prove you are prepared to go that extra mile and provide a service that’s above and beyond your clients’ expectations.
How do you get to become an Elite rather than a “good” Advisor?

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