/ by Don Connelly / Managing the Relationship / 0 comments
At a time like we are now experiencing, when clients are feeling anxious and vulnerable about the future, financial advisors’ most potent tool is empathy. They need to know you understand how they’re feeling about their circumstances and their concerns about the world around them.
There may not even be a problem for you to solve other than to make your clients feel understood and validated for having those feelings. That’s where many financial advisors fall short because they view themselves strictly as problem solvers and not therapists. If your goal is to build enduring relationships with clients who have confidence in your advice, that needs to change.
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Twelve Quick Suggestions for Building a Better Business
/ by Don Connelly / Best Practices / 0 comments
Allow me to give you 12 suggestions – things I’ve learned over the years. Watch this video episode or read the transcript below to learn these 12 ways to build a better business.
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How to Become Naturally Empathetic (and Build Deeper Connections with Clients)
/ by Don Connelly / Managing the Relationship / 0 comments
At a time like we are now experiencing, when clients are feeling anxious and vulnerable about the future, financial advisors’ most potent tool is empathy. They need to know you understand how they’re feeling about their circumstances and their concerns about the world around them.
There may not even be a problem for you to solve other than to make your clients feel understood and validated for having those feelings. That’s where many financial advisors fall short because they view themselves strictly as problem solvers and not therapists. If your goal is to build enduring relationships with clients who have confidence in your advice, that needs to change.
Read more