perfect time to invest Archives - Don Connelly & Associates

5 Things Nervous Clients Need from You

/ by Don Connelly / Best Practices / 0 comments

Let’s chat about the backbone of the business, client relationships. Client relationships are fragile. As soon as their money’s exposed to volatility, clients are on an emotional roller coaster ride and they need a lot of attention. And all too often, we get caught up in the details of products and services we’re offering to notice that our attention may have slipped. And I can tell you without hesitation that the minute your client feels your service is no longer personalized, he or she becomes your competition’s best prospect.

Watch this video episode or read the transcript below to learn a few ideas on how to make sure your clients hold you in high esteem.

The Right Story at the Right Time Can and Will Tip the Decision in Your Direction

/ by Don Connelly / Storytelling, analogies and power phrases / 0 comments

When you meet with prospective clients, they will very possibly have concerns. They may be worried about investing per se, undecided about whether now’s the right time to invest, or unsure if you are worth your fees.

Don’t see their concerns as obstacles but as an opportunity to build trust. If you suspect they feel anxious, step in tell them an “I know what you’re thinking” story to reassure them they’re doing the right thing. This is a story designed to take away some of your prospect’s concerns.

Here are some situations where a good story can help persuade prospects to hire you as their advisor.

Telltale Signs That a Prospect Is About to Waste Your Time

/ by Don Connelly / Prospecting / 0 comments

Your time is precious so it’s essential that you spend it productively by prospecting to the right people. Some prospects are not worth spending time on – maybe expressing an interest when they’re not really committed to investing – and despite all your best efforts you won’t be able to do anything to change their minds. The problem is these prospects can be difficult to identify.

Here are a few telltale signs that someone is not about to do business with you.

5 Things You Should Do to Successfully Manage Your Relationships with Clients

/ by Don Connelly / Managing the Relationship / 0 comments

What your clients do this year and going forward will not be dictated by world events alone. It will be dictated by the strength of their relationship with you. That’s why you need to make relationship building one of your top priorities.

Here are five ways to keep your relationship on a firm footing.