overcome the curse of knowledge Archives - Don Connelly & Associates

Educate Clients What It Really Means to Invest

/ by Don Connelly / Investing Wisdom / 0 comments

No matter how inherently intelligent your clients may be, never assume they have a clear understanding of what ‘investing’ really involves. For many people a financial plan consists of having money in an account that continually goes up in value. To them, a share of stock is a lottery ticket, no more and no less.

If You Want to Be a Successful Advisor, Avoid These 5 Behaviors

/ by Don Connelly / Best Practices / 2 comments

Successful advisors do what average advisors don’t do. If you want to be extraordinary you need to avoid the behaviors that are making you your own worst enemy. Study your habits. What can you do better? What should you not be doing at all?

Here are some behaviors you need to avoid if you want to achieve success…

Overcome The Curse of Knowledge

/ by Don Connelly / Presentation Skills / 0 comments

Financial Advisors know a lot about finance, economics, interest rates, taxes, estate planning, investing, the stock market and many other things. A whole lot. That knowledge comes with a price. When an Advisor knows his stuff, it’s hard to imagine not knowing it. So when an Advisor speaks to a client, the Advisor often forgets that he or she is drawing from an enormous reservoir of knowledge and speaking to someone of lesser knowledge.