prospecting approach Archives - Don Connelly & Associates

How to Get Your First Client as a Financial Advisor

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All financial advisors start in the same place—with no clients. Getting that first client (who’s not a relative) is a significant hurdle but not insurmountable. And, as many successful advisors will tell you, once you clear that first hurdle, it’s off to the races.

While getting your first client can be a challenge, you can succeed with the right skills, a solid game plan, and a hefty dose of persistence.

Self-sabotage – 10 Behaviors to Avoid

/ by Don Connelly / Best Practices / 0 comments

Self-sabotaging behaviors can create problems, interfere with goals and ultimately put your career at risk. Without even realizing it you could be a victim of self-sabotage. Be honest and identify the traits that are holding you back so you can make the positive changes required to move forward.

Here are ten ways you could be self-sabotaging – along with some recommendations on how to do things better.

Take Back Control of Your Financial Advisor Career

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If you feel your career is at a crossroads, or that things are not going your way you need to adapt your attitude and learn to make better decisions. In the words of the late Earl Shoaff ‘Don’t wish it were easier, wish you were better. Don’t wish for fewer problems, wish for more skills”.

The only thing holding you back in life is you. You alone determine your future, not the outside world. So, if you don’t like where you are – get in the driver’s seat and take control.

Formula for Success in Prospecting for Financial Advisors – Revealed

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To succeed as a financial advisor, you must have plenty of prospective clients in the pipeline. Ideally your appointment book should be full to bursting. This means you need to prospect as many people as possible. However, reaching out indiscriminately is unlikely to get you many appointments or win you profitable new clients. To ensure your prospecting activity pays off you need to refine your approach and target prospects who meet your criteria and are therefore more likely to convert. Your formula for success in prospecting lies between calling everyone and being too discerning.