/ by Don Connelly / Best Practices, What's New / 0 comments
On our February 24, 2015 webinar, our special guest was Dave Hubbard, President and owner of Exemplar Financial Network. Over the past thirty years, Dave has built a thriving firm of more than one hundred Advisors. But Dave is far more than a successful Advisor and business owner. He is also an acclaimed coach who has helped hundreds of Financial Advisors fulfill their potential.
The title of this particular webinar was ‘The Seven Essential Traits of Successful Advisors.’ Dave enumerated and elaborated upon the most common shared qualities among the successful Advisors he knows.
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The 7 Essential Traits of Successful Financial Advisors
/ by Don Connelly / Best Practices, What's New / 0 comments
On our February 24, 2015 webinar, our special guest was Dave Hubbard, President and owner of Exemplar Financial Network. Over the past thirty years, Dave has built a thriving firm of more than one hundred Advisors. But Dave is far more than a successful Advisor and business owner. He is also an acclaimed coach who has helped hundreds of Financial Advisors fulfill their potential.
The title of this particular webinar was ‘The Seven Essential Traits of Successful Advisors.’ Dave enumerated and elaborated upon the most common shared qualities among the successful Advisors he knows.
Read more
How You Present Is as Important as the Information You Are Presenting
/ by Don Connelly / Presentation Skills / 0 comments
The facts and figures you present to your clients may not be as important as you think they are. Clients don’t want more information. Clients want someone they can trust. While you are giving your presentation, they are not deciding on the accuracy of the numbers. They are deciding about you. Can I trust you? Will you always do the right thing? What are your values? Are you on my side? They need to trust you, not the numbers.
How you say something is as important as what you say.
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Developing Your People Skills Begins with Understanding Yourself
/ by Don Connelly / Managing the Relationship / 0 comments
People who are able to discern the feelings of others have a distinct advantage in life. They generally out earn and outperform those who cannot. Having this ability is a reflection of one’s emotional intelligence. People with high emotional intelligence understand themselves and they understand the impact they have on others. They know when and how to make the other person feel good. They are able to influence decisions. They have great people skills.
As an Advisor, it is to your advantage to have or develop great people skills.
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Love What You Do and Do What You Do Best
/ by David Hubbard / Best Practices / 1 comment
“I want to be more successful”, “I want to be a million dollar producer”, “I want to have one hundred million under management”. These are but a few of the phrases that hundreds of advisors have told me over the years. Many advisors measure their success by some numerical figure relating ultimately to income. The first thing that I have to do is to remind them that income is the result of running a successful financial advisory firm.
Why is it that the vast majority of financial advisors never achieve the success that they hoped for when they decided to enter the business?
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