/ by Don Connelly / Managing the Relationship / 0 comments
Can you think of any relationship that has never experienced conflict—where two people with the best of intentions fail to see eye to eye on an issue? Such is the nature of relationships, even where there is a track record of trust. You expect it in a marriage and even among colleagues—so why not between a financial advisor and their client?
It happens more than you might think. Financial advisors are wired to be analytical, while clients are often driven by emotion, which sets the stage for many “reality vs. perception” standoffs.
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Three Decisions People Make When Choosing an Advisor
/ by Don Connelly / Managing the Relationship / 0 comments
When mom and dad sit down with you for the first time, they want to get to know you. They want to do business with someone they like and trust and someone who is making the right suggestions. They don’t want to do business with the Mr. or Ms. Financial Advisor you. They want to do business with the real you.
Watch this video episode or read the transcript below to learn what people want to know when making the decision to work with you or move on.
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How to Regain the Trust of a Client After a Disagreement
/ by Don Connelly / Managing the Relationship / 0 comments
Can you think of any relationship that has never experienced conflict—where two people with the best of intentions fail to see eye to eye on an issue? Such is the nature of relationships, even where there is a track record of trust. You expect it in a marriage and even among colleagues—so why not between a financial advisor and their client?
It happens more than you might think. Financial advisors are wired to be analytical, while clients are often driven by emotion, which sets the stage for many “reality vs. perception” standoffs.
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4 Things That Could Get You Stuck in a Rut
/ by Don Connelly / Best Practices / 0 comments
You won’t get stuck in a rut by chance. There’s always a reason behind a lack of career progression – from letting fears rule actions to lacking a career vision.
Here are four behaviors to avoid if you want to prevent yourself from getting stuck in a rut.
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