/ by Don Connelly / Managing the Relationship / 1 comment
I received an email from Harry in Chicago. He manages a few million dollars for a particular client. That client has an equal amount of money invested with another Advisor and firm across the street, and he won’t combine the two. The client uses the account across the street to pay taxes and expenses. When asked why he does this, the client has a traditional comment – ‘I don’t want all my eggs in one basket’. Harry’s question to me is “Should I leave well enough alone?”
Listen to Don’s answer or read the transcript below.
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Why It’s Important You Have All of Your Client’s Assets
/ by Don Connelly / Managing the Relationship / 1 comment
I received an email from Harry in Chicago. He manages a few million dollars for a particular client. That client has an equal amount of money invested with another Advisor and firm across the street, and he won’t combine the two. The client uses the account across the street to pay taxes and expenses. When asked why he does this, the client has a traditional comment – ‘I don’t want all my eggs in one basket’. Harry’s question to me is “Should I leave well enough alone?”
Listen to Don’s answer or read the transcript below.
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5 Reasons to Develop Effective Listening Skills
/ by Don Connelly / Managing the Relationship, Prospecting / 0 comments
The fact is, most of us simply don’t listen enough. That could be because of the increasing number of distractions going on around us, or because we often find it easier to focus on non-verbal clues – such as body language – rather than on what people are actually saying. But if you want to get ahead as a financial advisor you need to develop effective listening skills.
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How to Convince Someone to Trust You
/ by Don Connelly / Managing the Relationship / 0 comments
Whether you’re a new or well-established advisor you may find it difficult to establish trust. It’s incredibly difficult to develop trust quickly. How can people know whether you’re honest, sincere and trustworthy when they first meet you? And people today tend to suffer from an inherent lack of trust. Their belief systems about investing have been shattered by a seemingly endless stream of bad news.
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