/ by Don Connelly / Prospecting / 0 comments
Would you like to have $50,000,000 in assets under management? How about a $100,000,000? How about $500,000,000? It’s simple. It’s not easy, but it is simple. Go get an appointment. It all starts with getting an appointment. Nothing happens without an appointment in this business. Go on the appointment, get your nose bloody, come back and get another appointment. Then get another one. Then get another one. Building a career is a series of many steps. Success is not part time. Get in the habit of getting appointments.
Watch this video or read the transcript to learn how to get in the habit of getting appointments.
Read more
Nothing Happens without an Appointment
/ by Don Connelly / Prospecting / 0 comments
Would you like to have $50,000,000 in assets under management? How about a $100,000,000? How about $500,000,000? It’s simple. It’s not easy, but it is simple. Go get an appointment. It all starts with getting an appointment. Nothing happens without an appointment in this business. Go on the appointment, get your nose bloody, come back and get another appointment. Then get another one. Then get another one. Building a career is a series of many steps. Success is not part time. Get in the habit of getting appointments.
Watch this video or read the transcript to learn how to get in the habit of getting appointments.
Read more
Where Should You Be Focusing
/ by Don Connelly / Best Practices / 0 comments
“Where should I be focusing?” is a question for all advisors, but especially young advisors, who are wondering where to focus when starting their practice. I received an email from Brian in Orlando in reply to one of my newsletters where I talked about focusing on getting appointments. He agrees with the notion and he says that’s all he’s trying to do, but he asks what else I suggest he does besides focusing on getting appointments?
Listen to the audio podcast or read the transcript below to learn what else you should focus on, besides getting appointments.
Read more
How to Make Sure Your Appointment Book Is Always Full
/ by Don Connelly / Prospecting / 0 comments
If you want to achieve success as a financial advisor you need to have plenty of prospective clients in the pipeline. In an ideal world your appointment book should be full to bursting – giving you the opportunity to win enough new clients to keep your business thriving.
Getting appointments takes hard work and perseverance – so if your book is a little on the light side at the moment here are some things to consider.
Read more
5 Reasons to Develop a Repeatable Process
/ by Don Connelly / Best Practices / 0 comments
It’s essential to develop consistent patterns of behavior if you are going to build a successful business. By continually changing direction and trying different things every quarter you won’t be able to hit your goals or measure the results of your progress. Without a measure of consistency you won’t become accountable and you’ll fail to win your clients’ trust or get them to invest with you for the long term.
Check out these 5 reasons you should develop repeatable processes.
Read more
Having Problems Is a Plus
/ by Don Connelly / Best Practices / 0 comments
If you know you’ve got problems gathering assets and growing your business, you are lucky. A problem can be turned into an advantage and that’s a good thing.
The very fact that you recognize a problem means that you are concerned enough to recognize it, that you want to better yourself. Too many Advisors drift along waiting for magical occurrence to turn their business around. You are trying to make things happen.
Read more
Your Goal Today Is to Get an Appointment
/ by Don Connelly / Prospecting / 0 comments
What’s so magical about having goals? It’s not so much that we don’t achieve them. It’s that we too often conveniently forget we even have them. With or without goals, we still go in and chip away day after day. Not having goals is not going to cause us to skip a day. I work hard with or without goals. What’s the big deal?
Read more