/ by Don Connelly / Best Practices / 0 comments
It can be a challenging and depressing experience especially if clients leave without telling you the reason. But getting fired happens to even the best of advisors at some point. And it’s not all bad news.
In fact losing a client can give you a chance to re-evaluate yourself and determine what you have to offer clients. It can be a perfect time to re-focus, take a good hard look at yourself and change things to do what you need to do to get back in the game.
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3 Things You Should Never Do in Volatile Markets
/ by Don Connelly / Managing the Relationship / 0 comments
It’s your job as a financial advisor to stop your clients acting on emotion. You need to get across the fact that the financial plan you created is valid in all types of markets. To manage that, there are some things you should never do…
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How Do You Pick Yourself Up When You’ve Been Fired by a Client?
/ by Don Connelly / Best Practices / 0 comments
It can be a challenging and depressing experience especially if clients leave without telling you the reason. But getting fired happens to even the best of advisors at some point. And it’s not all bad news.
In fact losing a client can give you a chance to re-evaluate yourself and determine what you have to offer clients. It can be a perfect time to re-focus, take a good hard look at yourself and change things to do what you need to do to get back in the game.
Read more