make prospecting a habit Archives - Don Connelly & Associates

5 Ways to Improve Your Time Management – Starting Today

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Becoming an elite advisor has everything to do with making a commitment to doing the right activities. The difference between success and failure is down to what you do with your time.

As both a financial advisor and a business owner you need to focus on profit-generating activities. And you are not generating income unless you are sitting in front of clients, or talking with them on the phone. Refuse to let any other activities take precedence over appointments and prospecting.

Here are 5 ways to help you improve your time management skills.

4 Fears Prospecting Can Eliminate for You

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Prospecting is the backbone of your business. Nothing happens until you get yourself in front of potential clients – which is why the most successful advisors are generally those who regularly prospect right through their careers.

The more you prospect, the more proficient you will become and the more business you will secure. The act of prospecting also empowers you and helps you to overcome your fears.

Here are four such fears that prospecting can eliminate for you.

5 Reasons to Always Strive for Excellence

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If you want to become an elite advisor, you need to strive for excellence in everything you do. And this requires an outstanding work ethic. Great advisors ply their trade until they become proficient. They understand that striving for excellence is an ongoing process; that there’s always room for self-improvement and it is excellence that will separate you from non-achievers. Here are some reasons to develop the habit of excellence.

It’s The Little Things That Add Up in The Long Run

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It Is The Little Things That Add Up in The Long Run

Having big ambitions is great – but if you want to achieve your long-term goals, you need to know there’s no rapid escalator to success. Only by learning the art of self-discipline and taking small and consistent steps will you reach your ultimate target. Here’s how smaller steps can lead to bigger things.

Avoid These Ten Mistakes to Improve Your Financial Advisor Business

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We’ve been getting plenty of questions about common mistakes Financial Advisors make so here’s a quick roundup of things you should avoid doing if you want to take your Financial Advisor business to the next level.

How to Be a Better Prospector

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To succeed in this competitive industry, you need to be creative when it comes to acquiring new clients. No one universal approach is likely to be your Holy Grail when it comes to prospecting. Instead, you will need to adopt a number of prospecting approaches and learn, through trial and error, which work best for you. Once you’ve found a method you’re good at, you’re likely to enjoy finding clients that way, boosting your job satisfaction as well as your ability to attract new clients. Here are a few prospecting approaches to try.

What Happens If You’re Not Brilliant at The Basics?

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Only a tiny percentage of financial advisors get to the top and there’s no mystery about how they got there. It’s because they did what unsuccessful advisors didn’t: they became brilliant at the basics.

Unless you nail the basics there’s no way you can become an elite advisor. If you don’t set goals, work hard, organize your time efficiently and practice your soft skills to perfection you won’t have the underlying tools to take your business to the next level.

There are no shortcuts to getting the basics right. It will take time, years in fact. But if you don’t put in the effort, you won’t reap the rewards. If you don’t get brilliant at the basics your career will fizzle out long before you achieve success. Here’s a look at some of the basics and what happens when you don’t get them right.

Why Financial Advisors Must Embrace Prospecting

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Prospecting is the one crucial marketing activity you need to undertake in order to identify and attract new clients.

New clients will not fall into your lap by accident. If people don’t know who you are, they will never understand what you can do for them. If you don’t make prospecting a habit you will neither achieve success in terms of your own goals, nor will you be able to help others achieve theirs. So rather than dreading the ‘prospect’ of prospecting, see it for what it is: the backbone of your business.

How to Get More Referrals

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Referrals are integral to growing your business. They are one of the most profitable sources of new clients. So asking for referrals is a priority – even if the thought of doing so fills you with trepidation.

In order to get more referrals be selective where you focus your energy. Determine the right time to ask your clients and try these different approaches in order to make asking for referrals more natural – and more productive.

Five Steps to Help Make Prospecting a Habit

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If your appointment book is full to overflowing then you won’t need to read on. If however like most advisors you don’t have a line of prospects queuing at the door, you need to develop better and more successful processes when it comes to prospecting.

You must begin to see prospecting as your only real priority. It’s the only way you will get more appointments and win more business. You may not like prospecting – many advisors see this as the least favorite part of the job – but don’t let fear of failure prevent you from undertaking this core task.

Here are five steps to help you make prospecting more of a habit and less of a dreaded chore.