/ by Don Connelly / Managing the Relationship / 0 comments
The media has always run rampant with scary headlines. That’s how they increase readership or website traffic. However, in this period of increased market volatility, economic uncertainty, geopolitical upheaval, mixed COVID signals, and deepening political divisions, the headlines can be incredibly overwhelming or, at the very least, extremely distracting.
Trying to consume all the news coming at us 24/7 is like trying to drink from a firehose. It’s critical to understand that the barrage of bad news and hype around market events can trigger emotional reactions that often lead to making costly decisions around their finances.
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The LISTEN Model: A Step-by-Step Framework for Active Listening as a Financial Advisor
/ by Don Connelly / Managing the Relationship / 0 comments
Picture this: You’re in a meeting with a new client, nodding along as they talk about their financial goals. You’re hearing the words, but are you really listening? Most financial advisors think they’re good listeners, but few truly master the art of active listening. Poor listening leads to missed cues, frustrated clients, and eroded trust—costly mistakes in a relationship-driven business.
The good news? You can change that with the LISTEN Model, a simple, memorable framework designed to help you tune into your clients deeply, build stronger connections, and deliver advice that resonates.
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Keep Your Clients Focused on What’s Knowable and Important
/ by Don Connelly / Managing the Relationship / 0 comments
The media has always run rampant with scary headlines. That’s how they increase readership or website traffic. However, in this period of increased market volatility, economic uncertainty, geopolitical upheaval, mixed COVID signals, and deepening political divisions, the headlines can be incredibly overwhelming or, at the very least, extremely distracting.
Trying to consume all the news coming at us 24/7 is like trying to drink from a firehose. It’s critical to understand that the barrage of bad news and hype around market events can trigger emotional reactions that often lead to making costly decisions around their finances.
Read more