December 30, 2019 / by Don Connelly / What's New / 0 comments
Another year is about to end tomorrow – we hope it was as great for you as it was for us at Don Connelly & Associates. We’d like to close our blogging year with a recap of the most-read posts on the blog by tens of thousands of Financial Advisors and Wholesalers in 2019.
They are mostly on using stories and analogies, getting referrals and becoming brilliant at the basics. But there were also a couple of posts on preparing yourself for market corrections, overcoming your fears and building strong relationships with prospects and clients. Enjoy and thanks for reading!
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3 Situations When Financial Advisors Should Use a Prospecting Script
October 4, 2021 / by Don Connelly / Prospecting / 0 comments
If you’re like most financial advisors, you probably started out with a phone script, whether calling strangers, LinkedIn contacts or referrals. Prospecting scripts are critical for new advisors because they help them keep organized and stay on track for the brief time they have in that first interaction. No doubt, using phone scripts can serve inexperienced advisors well if they work at it. They can also make experienced advisors even more effective when used in certain circumstances.
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Top 10 Most-read Posts on Our Blog in 2019
December 30, 2019 / by Don Connelly / What's New / 0 comments
Another year is about to end tomorrow – we hope it was as great for you as it was for us at Don Connelly & Associates. We’d like to close our blogging year with a recap of the most-read posts on the blog by tens of thousands of Financial Advisors and Wholesalers in 2019.
They are mostly on using stories and analogies, getting referrals and becoming brilliant at the basics. But there were also a couple of posts on preparing yourself for market corrections, overcoming your fears and building strong relationships with prospects and clients. Enjoy and thanks for reading!
Read more
How to Prepare Your Clients for The Next Market Correction
January 14, 2019 / by Don Connelly / Managing the Relationship / 0 comments
The Natixis Investment Managers 2018 Global Financial Professionals Survey revealed that 57% of advisors believe investors are unprepared for a downturn. This illustrates how difficult it is to convey the nature of turbulence to clients – and that volatility is an unavoidable part of the investment process.
Take the lead – prepare and educate your clients on the nature of market volatility. Then it will be far easier to counter their anxiety when the next market correction comes.
Here are 5 things you can do right away.
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