August 31, 2015 / by Don Connelly / Marketing Yourself / 2 comments
It may come as a surprise to learn that financial advisors don’t generally fail because of the numbers. They do so because of poor ‘soft’ skills. Being unable to manage a business competently or provide top notch customer service are more likely to get you fired than an inability to get returns on investment.
If you want to succeed as a financial advisor you need to stand out in a highly commoditized industry – which means not being guilty of the following:
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Take Action Now if You Want to Succeed as a Financial Advisor
August 29, 2016 / by Don Connelly / Best Practices / 0 comments
Financial advisors often fail or stay at a mediocre level because they procrastinate. They don’t understand that success requires looking to the future, setting goals and working hard to achieve those goals. Instead many advisors think they can get by day by day on the bare minimum. Unfortunately, success doesn’t just ‘happen’. No matter how talented you are your star won’t rise unless you get proactive about growing your business.
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Top 5 Reasons Advisors Fail
August 31, 2015 / by Don Connelly / Marketing Yourself / 2 comments
It may come as a surprise to learn that financial advisors don’t generally fail because of the numbers. They do so because of poor ‘soft’ skills. Being unable to manage a business competently or provide top notch customer service are more likely to get you fired than an inability to get returns on investment.
If you want to succeed as a financial advisor you need to stand out in a highly commoditized industry – which means not being guilty of the following:
Read more