/ by Kirti Anand Sharma / Connelly Corner, Investing Wisdom / 2 comments
A Financial Advisor’s job is not just limited to giving the right advice. It also involves challenges like: motivating investors to act and managing client behavior throughout the investment cycle to keep them from distractions caused by the market fluctuations.
Sometimes your attempts to satisfy clients or convince prospects to trust your financial plans may seem ineffective, making it difficult to keep the conversation alive and positive. Have you thought that in such cases all you might need is an ice-breaker?
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31 Motivational Quotes to Drive Financial Success
/ by Kirti Anand Sharma / Connelly Corner, Investing Wisdom / 2 comments
A Financial Advisor’s job is not just limited to giving the right advice. It also involves challenges like: motivating investors to act and managing client behavior throughout the investment cycle to keep them from distractions caused by the market fluctuations.
Sometimes your attempts to satisfy clients or convince prospects to trust your financial plans may seem ineffective, making it difficult to keep the conversation alive and positive. Have you thought that in such cases all you might need is an ice-breaker?
Read more
Empathize, Don’t Sympathize
/ by Don Connelly / Investing Wisdom / 0 comments
There is never a convenient time to invest. The market is too high, the market is too low, we need a new kitchen first and a million other reasons are readily available. The toughest investment decision every prospective investor faces is the decision to do it. This is where you must play bad cop.
A big part of your job is getting people to do what they don’t always want to do.
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