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What’s New on Don Connelly 24/7 in April

/ by Diana Marinova / What's New on Don Connelly 24/7 / 0 comments

Today we publish the second blog post in the series “What’s New on Don Connelly 24/7“. We recap new video and audio podcasts, Weekly Focus issues, Monthly Newsletter, and other premium content, recently released on the Don Connelly 24/7 learning center.

Remember that non-members cannot access the details of each new premium content item (e.g. podcasts and newsletters), but you will know what topics Don discusses, what questions he answers, what issues he is helping with through the learning center each month.

So here’s what’s new on Don Connelly 24/7 in April.

Self-awareness Helps You Understand How People Perceive You

/ by Don Connelly / Best Practices / 0 comments

As a Financial Advisor, your image is all-important. You’ve got to get it right. The burden is on you to decide how you want people to perceive you. As you are crafting your image, be reminded that every word you say and every move you make are advertisements. In too many cases, there is a big difference between what the Advisor thinks he is sending as an image and what the world perceives.

Love What You Do and Do What You Do Best

/ by David Hubbard / Best Practices / 1 comment

David Hubbard - Guest Author with Don Connelly blog

“I want to be more successful”, “I want to be a million dollar producer”, “I want to have one hundred million under management”. These are but a few of the phrases that hundreds of advisors have told me over the years. Many advisors measure their success by some numerical figure relating ultimately to income. The first thing that I have to do is to remind them that income is the result of running a successful financial advisory firm.

Why is it that the vast majority of financial advisors never achieve the success that they hoped for when they decided to enter the business?

Acquiring Negotiating Skills Will Help You Open More Accounts

/ by Don Connelly / Prospecting / 0 comments

When a prospective client is trying to decide between you and the Advisor across the street, you need to make the case that you are the obvious choice and the prospective client has to agree with your conclusion.

The time will surely arise in your career when a client wants to move his or her account to another Advisor.

The time will surely arise in your career when a client feels she deserves a lower fee. The time will surely arise in your career when a client balks at a suggested course of action. The time may very well arise when a client decides to manage his account himself. All these issues must be resolved tactfully.

Any dialogue intended to reach an understanding is a negotiation and negotiating involves specific skills.

Why Storytelling Is Important for Financial Advisors

/ by Don Connelly / Don Guest Authoring at..., Storytelling, analogies and power phrases / 0 comments

Today we’ll share the latest post Don Connelly wrote for Financial Advisor Magazine – it’s about storytelling and more specifically, why storytelling is important for Financial Advisors.

You are not judged by what you say. You are judged by what the other person hears. That’s one reason of many why you should become a great storyteller. Stories help you get your point across better than any other form of communication. Stories stir emotions.

Inflection Points – The Science of Relational Milestones

/ by Brian Church / Managing the Relationship, What's New / 0 comments

I have had the pleasure of working with Financial Advisers for a number of years and I don’t think it is a secret that the strength of an adviser’s practice is measured in the quality and quite often, the profitability of his or her relationships.

No matter the endeavor, we are always in the pursuit of gaining Trust, Value and Momentum for our Relationships. There is certainly an Art and Science to creating Relational Momentum and today, we will take a look at the Science through Relational Milestones, or as I like to call them, Inflection Points!

5 Personality Traits that Make a Great Leader

/ by Kirti Anand Sharma / Connelly Corner / 0 comments

Some believe Leadership is about Power, Prestige and Status. Some feel it’s a rare innate talent to control others and just delegate. Some think of leadership as an act and not a position.

Existence of multiple theories and examples on “Leadership” are often confusing and easily lead to mixed messages or misconceptions. Amidst this confusion, the fact that remains unchanged is that: Strong leadership is critical for Success in any Business.

What makes a great leader? Let’s explore the 5 key traits that will help you be the kind of Leader your clients and prospects look for in their Financial Planners and the sales team look for in their managers .

Empathize, Don’t Sympathize

/ by Don Connelly / Investing Wisdom / 0 comments

Am I oversimplifying things? - AskDON episode

There is never a convenient time to invest. The market is too high, the market is too low, we need a new kitchen first and a million other reasons are readily available. The toughest investment decision every prospective investor faces is the decision to do it. This is where you must play bad cop.

A big part of your job is getting people to do what they don’t always want to do.

Good Manners Will Endear You to More People than You Realize

/ by Don Connelly / Marketing Yourself / 1 comment

Importance of Good Manners for Financial Advisors

The euphemism ‘Silent Majority’ most likely dates to the 1830’s in America. It originally signified dead people, there being more dead people throughout history than living people at any moment in time. It slipped into our political vocabulary in the 20th century. Today the phrase denotes an unspecified large majority of people in a country or group who do not express their opinions publicly. There are so many things about which people simply do not speak up. One such thing is rudeness.

What’s New on Don Connelly 24/7 in March

/ by Diana Marinova / What's New on Don Connelly 24/7 / 0 comments

This blog post series is the answer to Financial Advisors’ emails – an easy way to track what’s new on our members’ website Don Connelly 24/7 without actually being a member.

You won’t be able to access the details of each new premium content item like podcasts and newsletters, but you will know what topics Don discusses, what questions he answers, what issues he is helping with through the learning center each month.

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