/ by Don Connelly / Managing the Relationship / 0 comments
If you are to be chosen as someone’s Financial Advisor, you must pass three tests. The person must like you and think you are smart, but, most importantly, the person must trust you. There is no substitute for trust.
When mom and dad leave you after that first meeting, they do not talk about convexity or tactical asset allocation.
They ask themselves one question: “Do you trust him? Do you trust her?” If the answer is ‘no’ or ‘not really’, you stand no chance of getting those folks as clients. There are too many other Advisors they can turn to.
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What’s New on Don Connelly 24/7 in September
/ by Diana Marinova / What's New on Don Connelly 24/7 / 0 comments
This is the newest post in our blog series What’s New on Don Connelly 24/7. We recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and other premium content recently released on the Don Connelly 24/7 learning center – e.g. the latest Webinar Replay. Read on!
What’s new on Don Connelly 24/7 in September
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What’s New on Don Connelly 24/7 in August
/ by Diana Marinova / What's New on Don Connelly 24/7 / 0 comments
This is the new post in our blog series “What’s New on Don Connelly 24/7“. We recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and other premium content recently released on the Don Connelly 24/7 learning center – e.g. the latest Webinar Replay and upcoming live webinars. Read on!
What’s new on Don Connelly 24/7 in August
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What’s New on Don Connelly 24/7 in July
/ by Diana Marinova / What's New on Don Connelly 24/7 / 0 comments
Today it’s time for the new post in our blog series “What’s New on Don Connelly 24/7“. Like every other month, we recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and other premium content recently released on the Don Connelly 24/7 learning center – e.g. the latest Webinar Replay. Read on!
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What’s New on Don Connelly 24/7 in June
/ by Diana Marinova / What's New on Don Connelly 24/7 / 0 comments
This is the latest post in our blog series “What’s New on Don Connelly 24/7“. As usual, we recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and other premium content recently released on the Don Connelly 24/7 learning center. But this time, we also have a time-limited offer – for members and non-members alike. Read on!
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Emotional Intelligence Enables Us to Manage The Emotions of Others
/ 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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A Sense of Resilience Will Overcome a Sense of Uncertainty
/ by Don Connelly / Best Practices / 0 comments
Making a decision is essentially making a prediction. We know going in that some decisions will be bad ones. That is why uncertainty always creeps in. How we deal with that uncertainty is a function of our resilience.
Resilience determines how we get strong and healthy after something bad happens.
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Without Integrity, There Is No Credibility
/ by Don Connelly / Managing the Relationship / 0 comments
If you are to be chosen as someone’s Financial Advisor, you must pass three tests. The person must like you and think you are smart, but, most importantly, the person must trust you. There is no substitute for trust.
When mom and dad leave you after that first meeting, they do not talk about convexity or tactical asset allocation.
They ask themselves one question: “Do you trust him? Do you trust her?” If the answer is ‘no’ or ‘not really’, you stand no chance of getting those folks as clients. There are too many other Advisors they can turn to.
Read more