/ by Don Connelly / Best Practices / 0 comments
First things first: Use the Holidays to spend time with friends and family. That’s what you want for your clients; That’s what I want for you. Recharge your batteries, and remember why you’re working so hard: To provide a better life for the people you love.
Besides: The immediate return on investment (ROI) of generic cold calling techniques tends to decline after Thanksgiving. Not that it doesn’t pay off eventually. I’m a hard-core prospector, and I hope you are, too. Smart prospecting always pays off in the long run. But it’ll take a little longer to pay off at the end of the year, because you’ll get a lot of people saying, “call me again after the Holidays.”
So, if you’re going to take some time off to be with the family, the Holidays are as good a time to do it as any!
Then, here are a few more holiday marketing ideas if you’re spending time at the office after all.
Read more
Financial Advisors: What You Should Be Doing During the Holidays
/ by Don Connelly / Best Practices / 0 comments
First things first: Use the Holidays to spend time with friends and family. That’s what you want for your clients; That’s what I want for you. Recharge your batteries, and remember why you’re working so hard: To provide a better life for the people you love.
Besides: The immediate return on investment (ROI) of generic cold calling techniques tends to decline after Thanksgiving. Not that it doesn’t pay off eventually. I’m a hard-core prospector, and I hope you are, too. Smart prospecting always pays off in the long run. But it’ll take a little longer to pay off at the end of the year, because you’ll get a lot of people saying, “call me again after the Holidays.”
So, if you’re going to take some time off to be with the family, the Holidays are as good a time to do it as any!
Then, here are a few more holiday marketing ideas if you’re spending time at the office after all.
Read more
Top 10 Posts Financial Advisors Read the Most on Our Blog in 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!
Read more
Looking Back on 2014
/ by Don Connelly / What's New / 0 comments
Thank you.
Your support means the world to everyone here at Don Connelly & Associates. Without you, there is no learning center. Your loyalty is not taken for granted.
2014 was a learning year for me, as I’m sure it was for you. I remember Bob Dunwoody once described himself as a student-teacher. He said he learns as much from Advisors as he teaches them. I know what he means.
It was also a year of observation.
Read more