investment decisions Archives - Don Connelly & Associates

Winning the “Why Do I Need a Financial Advisor” Argument

April 24, 2023 / by Don Connelly / Best Practices / 0 comments

Winning the Why Do I Need an Advisor Argument

Long before it became a field of academic study, legendary investor Benjamin Graham knew a thing or two about behavioral finance. Graham went on to say, “In the end, how your investments behave is much less important than how you behave.”

For financial advisors, understanding how emotional and intellectual processes combine to influence investors’ decisions offers the opportunity to help their clients avoid costly mistakes and optimize investment outcomes.

Your Success Depends on The Strength of Your Client Relationships

November 6, 2017 / by Don Connelly / Managing the Relationship / 0 comments

Client relationships are the cornerstone of your business. They must be strong enough to weather bad market conditions and to ensure clients stay invested for the long term.

Here are some things you should do to maintain a secure ongoing partnership with your clients, regardless of market conditions.

Creating Urgency with Prospects

October 24, 2016 / by Don Connelly / Prospecting / 1 comment

I can recall few times in my career when business has been as slow as it has been recently. Perhaps the slowdown is due to the fast approaching year-end. Certainly, the pending Presidential election has a lot to do with it, as does the recent DOL running. Clients and Advisors alike have adopted a wait-and-see attitude. But there also are more traditional reasons at work.

People don’t enjoy the prospect of saving for a rainy day. There’s always a reason to delay investing, and never a ‘right’ time to make the move.

What’s New on Don Connelly 24/7 in March 2015

April 2, 2015 / by Diana Marinova / What's New on Don Connelly 24/7 / 0 comments

In this month’s blog post from the series “What’s New on Don Connelly 24/7“ we recap new podcasts, Weekly Focus issues, and the Monthly Newsletter from March 2015. Read on!

What’s new on Don Connelly 24/7 in March 2015

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