January 4, 2021 / by Diana Marinova / Best Practices, Connelly Corner / 0 comments
Happy New Year from all of us at Don Connelly & Associates! Hopefully everyone will enjoy good health during the new year, achieving great success both personally and professionally.
As promised, this week we’re posting the second part of the recap blog post, covering two more popular topics our community of Advisors was most interested in during 2020 – market volatility and how to communicate with prospects and clients about it. We’ll also share a few stories and analogies you can use to convince clients to stick to the plan, no matter the market conditions.
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Educate Clients about Market Volatility so They Can Confidently Stick to the Plan
January 4, 2021 / by Diana Marinova / Best Practices, Connelly Corner / 0 comments
Happy New Year from all of us at Don Connelly & Associates! Hopefully everyone will enjoy good health during the new year, achieving great success both personally and professionally.
As promised, this week we’re posting the second part of the recap blog post, covering two more popular topics our community of Advisors was most interested in during 2020 – market volatility and how to communicate with prospects and clients about it. We’ll also share a few stories and analogies you can use to convince clients to stick to the plan, no matter the market conditions.
Read more
How to Help Clients Make Good Decisions
April 29, 2019 / by Don Connelly / Managing the Relationship / 0 comments
Your job is as much about managing relationships as it is about managing money. You need to establish close ties with your clients so you can become a positive influence in their lives over the long term. Unless you can steer your clients into making good decisions you not only risk losing them as clients – but you are doing them a disfavor – because you are allowing them to make potentially disastrous financial decisions.
Here are a few things you can do to influence your clients’ decisions positively.
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