April 24, 2017 / by Don Connelly / Best Practices / 0 comments
To become a truly elite financial advisor you need to have an incredible work ethic. If you’re new to the business, you will need to spend most of your time actively prospecting and looking for clients. It could take years to build a solid client base – but when you have built up the right clientele, you will be rewarded with a pool of people who are happy and willing to provide you with referrals.
To achieve this enviable position, continually visualize yourself as a first-class advisor. Program that picture into your subconscious mind. Then work harder than any other advisor, perfect your soft skills, earn referrals and make this dream a reality.
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Every Financial Advisor Needs to Tell Great Stories
April 30, 2018 / by Don Connelly / Storytelling, analogies and power phrases / 0 comments
Human beings have an innate desire to tell and listen to stories. Good stories grab the attention and inspire people to act, which is why storytelling should be an essential tool in your armory. If you become a great storyteller, prospects and clients will leave your office remembering both you and your message.
Stories are also a great way to help make the unfamiliar familiar – they promote the understanding of complex issues. Plus, they’re effective at creating an emotional bond between storyteller and listener.
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Put in The Effort if You Want to Become The Most Sought-after Financial Advisor in Town
April 24, 2017 / by Don Connelly / Best Practices / 0 comments
To become a truly elite financial advisor you need to have an incredible work ethic. If you’re new to the business, you will need to spend most of your time actively prospecting and looking for clients. It could take years to build a solid client base – but when you have built up the right clientele, you will be rewarded with a pool of people who are happy and willing to provide you with referrals.
To achieve this enviable position, continually visualize yourself as a first-class advisor. Program that picture into your subconscious mind. Then work harder than any other advisor, perfect your soft skills, earn referrals and make this dream a reality.
Read more
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.
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Emotional Intelligence Enables Us to Manage The Emotions of Others
June 16, 2014 / by Don Connelly / Managing the Relationship / 0 comments
You and I like to think of ourselves as objective thinkers. We try to put our emotions aside. We live in a world of research and numbers. Our recommendations are black and white. Investment results are there for all to see. Our advice is either good or bad. The plans we recommend either work or they don’t. Clients say yes or no. We open the account or we don’t.
Our clients, on the other hand, are subjective thinkers.
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Why Storytelling Is Important for Financial Advisors
April 17, 2014 / by Don Connelly / Don Guest Authoring at..., Storytelling, analogies and power phrases / 0 comments
Today we’ll share the latest post Don Connelly wrote for Financial Advisor Magazine – it’s about storytelling and more specifically, why storytelling is important for Financial Advisors.
You are not judged by what you say. You are judged by what the other person hears. That’s one reason of many why you should become a great storyteller. Stories help you get your point across better than any other form of communication. Stories stir emotions.
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Every Advisor Needs to Bring Back the Story
February 13, 2014 / by Don Connelly / Presentation Skills, Storytelling, analogies and power phrases / 3 comments
The ability to tell good stories is vital if you want people to like and trust you. Your clients like you and trust you. They didn’t buy a financial plan or a managed account. They bought you.
People can’t ‘buy’ you until they know you and the best way to get to know you is to hear your story. And they can’t hear your story until you tell it to them. The better you do that, the sooner you open the account. As Peter Guber says, you tell to win.
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Learn to Be a Great Storyteller
November 18, 2013 / by Don Connelly / Storytelling, analogies and power phrases / 0 comments
Weaving a spellbinding story is an acquired skill. You can do it. Like everything you’ve ever achieved in life, your proficiency will depend upon how badly you want to succeed.
Effective storytelling will set you apart from 99% of all Financial Advisors.
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