get referrals Archives - Don Connelly & Associates

There Are Three Main Ways to Gather New Clients

/ by Don Connelly / Prospecting / 0 comments

There are three main ways to gather new clients and grow your business. To excel, you should put your effort into mastering all three of them.

1. Acquiring new clients from existing clients
Referrals are by far and away the best way to gather new clients. And the only way you can earn referrals is by becoming referable – which will only happen once your clients feel you’re delivering them a 5-star service.

Clients won’t refer you until you become part of their inner circle, when you become someone they like and trust on both a personal and professional level.

Five Reasons Why You Should Always Ask for Feedback

/ by Don Connelly / Managing the Relationship / 0 comments

Feedback is essential if you are to successfully grow your career as a financial advisor. By regularly asking for feedback – from prospects, clients and influencers – you will be able to identify the areas you need to change for the better. Here are five reasons why you should seek feedback.

Take Action Now if You Want to Succeed as a Financial Advisor

/ by Don Connelly / Best Practices / 0 comments

Financial advisors often fail or stay at a mediocre level because they procrastinate. They don’t understand that success requires looking to the future, setting goals and working hard to achieve those goals. Instead many advisors think they can get by day by day on the bare minimum. Unfortunately, success doesn’t just ‘happen’. No matter how talented you are your star won’t rise unless you get proactive about growing your business.

Personalizing Your Services Will Help You Succeed as a Financial Advisor

/ by Don Connelly / Managing the Relationship / 0 comments

All financial advisors generate income in the same way, by offering similar platforms at essentially the same price. The job description: to help people simplify their finances and get peace of mind that they can reach their goals. Naturally achieving this task is of the utmost importance but if you want to stand apart from the crowd and win more businesses you need to do more; you need to personalize your services.

By treating each client personally and making them feel important you will not just meet their expectations but exceed them. If your clients feel they’re just a number to you they won’t rate your services and they will be unlikely to refer you to others.

Why Thoughtful Advisors Get Referrals

/ by Don Connelly / Prospecting / 0 comments

Referrals are the cornerstone of your business. In order to get them you need to cement the relationship with your clients by being passionate and committed. If you are creative and look for different ways to engage with your clients you will become more referable.

To get referrals you need the soft skills that illustrate you can get along with people as well as a self-awareness.

5 Marketing Ideas for Financial Advisors to Ignite Their Business

/ by Don Connelly / Marketing Yourself / 0 comments

There are hundreds of thousands of advisors out there but only a small percentage ever hit the $1 million turnover mark. So what gets these advisors into pole position? The answer is ‘marketing’. The amount of time you spend marketing yourself this year will dictate how much you grow next year. If you want your business to grow by 50% you need to spend half of every day marketing yourself, getting yourself in front of people, spreading the gospel. Read up on these five marketing ideas and ignite your business.

Where Does Social Media Fit in Your Financial Advisor Practice

/ by Tony Vidler / Marketing Yourself / 0 comments

Where Does Social Media Fit In Your Financial Advsor Practice

Every time advisers discuss passionately that a certain marketing method is dead, or that a new type is the “new thing” I am reminded of the royal decree that occurs when a monarch dies:

The king is dead, long live the king

This refers to the instant succession that occurs in a monarchy – as one King dies the next in line immediately becomes the King.

Marketing professional services is simply not like that at all.

How to Ask for Referrals

/ by Don Connelly / Prospecting / 0 comments

I’m going to make a few comments about referrals. First of all, calling strangers, having to meet strangers, knocking on doors, that’s God’s revenge for not getting referrals.

Secondly, if you don’t ask, you’re not going to get them.

And thirdly, if you’re having trouble asking, let me tell you why. There’s a good chance you’re thinking too much about yourself. You’re saying to yourself ‘Am I begging here? Am I getting red in the face? Am I embarrassing myself by doing this?’

Common Sense Is Quite Uncommon

/ by Don Connelly / Best Practices / 2 comments

Our A students become professors. Our B students go to law school. Our C students rule the world.
So wrote Dean of Harvard College, Henry Rosovsky.

The inference to be drawn from Rosovky’s observation is that common sense will take one very far in life. Street smarts trump book smarts.

Everybody seems to know that common sense is always the answer.

How Many Referrals Do You Give to People Who Call on You?

/ by Don Connelly / Don Guest Authoring at..., Prospecting / 0 comments

Do you give referrals to people who call on you and how many

Let’s discuss three issues. The first issue is reflected in the title. But let’s amend the question to read, ‘How many referrals have you given or will you give unless a friend asks you for one?’ The second issue is this: When is the last time you hired someone to do anything for you unless you got that person by asking someone for a name?