get your point across Archives - Don Connelly & Associates

Three Situations when Analogies Can Help Allay Clients’ Concerns

October 28, 2019 / by Don Connelly / Storytelling, analogies and power phrases / 0 comments

As their advisor it’s your job to stop clients from worrying unnecessarily and making bad decisions. You need to find a way to check their behaviors and reassure them that they should follow your lead.

Analogies are a great way to allay clients’ concerns and get across why what you say makes perfect sense. Here are three situations where it will pay you to use analogies to keep things on track.

Five Reasons Why You Should Always Ask for Feedback

July 3, 2017 / 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.

A Blueprint for Aspiring Million Dollar Producers to Follow

September 19, 2016 / by Don Connelly / Best Practices / 0 comments

A while ago I received an email from Guy Steele who is a friend and an advisor in Hawaii. He said:

“Give me an idea of how a million dollar producer works. How many calls a day do they make? How many hours a day do they work? Mentally what’s their mindset each day when they go to the office? Do you have a blueprint for aspiring million dollar producers to follow?”

Listen to Don’s answer or read the transcript below.

Overcoming Objections: Everything Financial Advisors Need to Know about It

March 28, 2016 / by Diana Marinova / Connelly Corner, Prospecting / 2 comments

As we all know, the #1 reason for failure among Financial Advisors and Wholesales is they don’t see enough people. What you may not know is that many of them avoid prospecting because they don’t have a clue how to overcome prospects’ objections. If this is what’s keeping you from having your appointments book full, today’s post will teach you everything you need to know about overcoming objections. Read on.

Five Analogies Financial Advisors Can and Should Use with Clients

January 18, 2016 / by Don Connelly / Storytelling, analogies and power phrases / 0 comments

What we find very easy clients often find difficult to digest. Even when you think you’re getting across your points well clients can be baffled by your financial knowledge. To get across your ideas so that clients will understand, use analogies.

Advisors who use storytelling and analogies to convey strategies and concepts have a competitive advantage over those that don’t. Analogies help to paint a powerful mental picture that connects to a client’s emotions. Using vivid analogies also helps to leave a powerful impression once clients have left the office – both of you and of the message or takeaway.

How to Get Your Point Across in Fewer Words

June 1, 2015 / by Don Connelly / Presentation Skills / 0 comments

When you address clients and prospects, you are a techie talking to non-techies. There is always the threat that you will confuse your listener and we all know by now that people don’t buy what they don’t understand. Many are the Advisors who have talked themselves out of commitments.

One way to mitigate this danger is to get our message across in as few words as possible. Advisors who can do that gather a lot of assets.

Effective Communication Is an Acquired Skill

March 17, 2014 / by Don Connelly / Marketing Yourself / 0 comments

Effective communication occurs when the listener understands everything you just said. You made the complex simple. That’s not an easy thing to do.

It takes a long time and a lot of practice to become simple.

The effort is worth it. There is nothing more important to a Financial Advisor than being understood. After all, if everyone understood everything you said, you would be one of the highest paid and most influential people in the world.

Fortunately, effective communication is an acquired skill, not an innate skill.

The More Words You Use to Get Your Point Across, the Less People Listen

January 13, 2014 / by Don Connelly / Presentation Skills / 0 comments

Have you noticed that the more a person talks, the less connected to the listener he or she seems to be? There is no give and take. People like that think the listener finds them as fascinating as they find themselves. They are not fascinating. They are boring.

In your role as a Financial Advisor, talking too much is the kiss of death.