personalized service Archives - Don Connelly & Associates

7 Things You Can Do for Clients to Show That You Care

March 4, 2019 / by Don Connelly / Managing the Relationship / 0 comments

If you are to be a successful financial advisor, you need to do more than simply manage money. You need to be great at managing relationships – in particular, you need to show your clients that you truly care about them.

If you care more than people expect you to care not only will clients remain loyal to you, but they’ll feel comfortable about referring you to friends, family and colleagues.

Here are 7 ways to show you care.

5 Traits You Need to Have If You’re to Build Strong Relationships with Clients

February 18, 2019 / by Don Connelly / Managing the Relationship / 0 comments

Your personal likeability and trustworthiness are more important than your professional knowledge when it comes to winning and building enduring client relationships. Professional credentials, while important, are only a backstop to the forging of strong personal connections. Focus on developing your soft skills.

Here are five traits you need if you want to create long-lasting relationships with clients and become more referable.

How to Articulate Your Value to Prospects and Clients

October 22, 2018 / by Don Connelly / Marketing Yourself / 0 comments

Ours is a highly commoditized industry. Financial advisors all tend to look the same, sell the same products and talk the same language. To get noticed you need to differentiate yourself from the competition by establishing your value to prospects and clients.

First, work out what you can bring to the table that others can’t. The next step is to verbalize your unique value proposition to clients and prospects.

If you do, prospects and clients will realize why it makes perfect sense to work with you.

What Clients Need from You to Stick to The Plan

June 11, 2018 / by Don Connelly / Investing Wisdom / 0 comments

To get clients to stick with their long-term investments you need to get inside their mindset and understand how they think and feel. If you know how your clients will react in the face of market volatility, you’ll be ideally placed to counter their concerns. If you understand what they need from you in terms of maintaining a long-term relationship, you will know which soft skills to focus on.

Here are a few things clients need to help them persevere with their long-term investments.