financial services Archives - Don Connelly & Associates

Happy 4th of July

/ by Don Connelly / What's New / 0 comments

Happy 4th July from Don Connelly & Associates

Nations throughout the world celebrate important holidays in ways important to its citizens. America has eleven federal holidays and each is special. The Fourth of July might be the most special of all. We call it Independence Day or simply the Fourth. Read on.

Learn to Laugh at Yourself when It Is Called for

/ by Don Connelly / Best Practices / 0 comments

It is hard to overstate the importance of being able to laugh at yourself. People who can do this are generally more optimistic than those who cannot.

Optimistic personalities go far in the Financial Services industry.

I have seen a lot of Advisors fail over the years, but I have never seen an optimistic Advisor fail. Being more cheerful and less serious is a great survival technique.

Do Full Service Advisors Deserve Commensurate Compensation?

/ by Don Connelly / Best Practices / 0 comments

Financial Advisors - Full Service Compensation

There’s probably precious little a Financial Advisor can offer that you aren’t offering. Some Advisors do taxes and some do not, but basically we all generate revenue the same way. We offer the same products and the same process at essentially the same price. It’s hard to charge more than the other guy if you are both doing the same thing.

Asking for a Commitment

/ by Don Connelly / Managing the Relationship / 0 comments

Mechanically, asking for a commitment is rather rudimentary. Why, then is asking such a difficult thing to do?

The inability to properly ask is perhaps the number one reason for failure in the Financial Services industry.