/ by Don Connelly / Best Practices / 0 comments
What do successful financial advisors do that unsuccessful or even adequate advisors don’t, won’t, or can’t do? I could list several things here, but it all starts with setting clearly defined goals—and then achieving them. But, while the vast majority of advisors understand the importance of setting goals—actually writing them down—and having a plan to achieve them, fewer manage to achieve them. As a result, they never raise the bar for themselves, gradually slipping into mediocracy.
The failure to achieve goals can be attributed to a number of things—i.e., the goals are unrealistic or too vague; not having or strictly following a plan; not being accountable for your goals, to name just a few. While these are identifiable reasons for not achieving goals, they are more of an expected outcome for advisors who lack the vital qualities to carry them to success. You can have the most incredible work ethic, but if you’re not setting and achieving your goals, it’s like a rudderless motorboat spinning around in a lake.
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7 Qualities Financial Advisors Must Have to Achieve Their Goals
/ by Don Connelly / Best Practices / 0 comments
What do successful financial advisors do that unsuccessful or even adequate advisors don’t, won’t, or can’t do? I could list several things here, but it all starts with setting clearly defined goals—and then achieving them. But, while the vast majority of advisors understand the importance of setting goals—actually writing them down—and having a plan to achieve them, fewer manage to achieve them. As a result, they never raise the bar for themselves, gradually slipping into mediocracy.
The failure to achieve goals can be attributed to a number of things—i.e., the goals are unrealistic or too vague; not having or strictly following a plan; not being accountable for your goals, to name just a few. While these are identifiable reasons for not achieving goals, they are more of an expected outcome for advisors who lack the vital qualities to carry them to success. You can have the most incredible work ethic, but if you’re not setting and achieving your goals, it’s like a rudderless motorboat spinning around in a lake.
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Your Selling Skills Are a Reflection of Your Self-confidence
/ by Don Connelly / Marketing Yourself, Prospecting / 0 comments
Would you open an account with a Financial Advisor who was nervous and unsure of himself? Neither will your prospects.
Your livelihood is dependent upon your ability to sell yourself.
How well you sell yourself is in direct proportion to your self-confidence. The more success you have, the more you believe in your abilities and the higher you go. Top tier Advisors are supremely confident in their ability to influence and persuade. They have overcome the fear of failure.
It takes self-confidence to move another person to take action.
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