March 9, 2015 / by Don Connelly / Best Practices, Marketing Yourself / 0 comments
You can show a client how to save for a successful retirement, but you cannot make him act on your advice. You can do everything for a client but make the decisions. Nonetheless, if people take your advice, they will educate their children without borrowing money and eventually retire with no financial worries. It is egregious to think that setting up a successful plan for someone and then politely goading that person into action over the next several years until that person’s financial dreams come true is only worth one percent. But that’s the corner we’ve painted ourselves into.
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How to Elevate Your Brand and Justify Your Fees
August 12, 2019 / by Don Connelly / Marketing Yourself / 0 comments
If you provide above average service, you deserve to charge above average fees. Don’t underestimate yourself. Make sure you get paid your worth by focusing on creating a business brand and style that clearly communicates your value.
Price is never the only consideration.
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How to Tell Clients You Are Raising Your Fee
March 9, 2015 / by Don Connelly / Best Practices, Marketing Yourself / 0 comments
You can show a client how to save for a successful retirement, but you cannot make him act on your advice. You can do everything for a client but make the decisions. Nonetheless, if people take your advice, they will educate their children without borrowing money and eventually retire with no financial worries. It is egregious to think that setting up a successful plan for someone and then politely goading that person into action over the next several years until that person’s financial dreams come true is only worth one percent. But that’s the corner we’ve painted ourselves into.
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How Valuable Are You?
September 19, 2013 / by Don Connelly / Presentation Skills / 0 comments
Doing your job, even doing it well, will not set you apart. You will stand apart when you are known for doing more than is expected of you. Every Advisor’s wish is to be highly valued by his or her clients. How, then, do we make the relationship valuable in the eyes of the client?
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