/ by Don Connelly / Prospecting / 0 comments
Your time is precious so it’s essential that you spend it productively by prospecting to the right people. Some prospects are not worth spending time on – maybe expressing an interest when they’re not really committed to investing – and despite all your best efforts you won’t be able to do anything to change their minds. The problem is these prospects can be difficult to identify.
Here are a few telltale signs that someone is not about to do business with you.
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Telltale Signs That a Prospect Is About to Waste Your Time
/ by Don Connelly / Prospecting / 0 comments
Your time is precious so it’s essential that you spend it productively by prospecting to the right people. Some prospects are not worth spending time on – maybe expressing an interest when they’re not really committed to investing – and despite all your best efforts you won’t be able to do anything to change their minds. The problem is these prospects can be difficult to identify.
Here are a few telltale signs that someone is not about to do business with you.
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Maintaining Meaningful Relationships Is Hard but Essential Work
/ by Don Connelly / Managing the Relationship / 0 comments
As a financial advisor you need a wide range of skills, not least the ability to prospect and win new business. However, another area of expertise – and one which is frequently overlooked – is the ability to maintain a meaningful ongoing relationship with your clients. Here are a few ways to do this.
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Help Clients Understand Why They’re Paying You a Fee
/ by Don Connelly / Marketing Yourself / 0 comments
Before you can convince your clients of your worth, you need to convince yourself of your own value. Always remember your fees reflect the five-star service you can offer. That’s what makes you stand out in an increasingly commoditized industry.
Here are some ways to help you communicate your value – both to yourself and to your clients.
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