October 1, 2018 / by Don Connelly / Best Practices / 0 comments
In a previous post we outlined four things that could get you stuck in a rut. Here are four more – along with some recommendations on how to get your business moving forward again.
1. Thinking you don’t need help
If you think you don’t need help in building your business, think again. Over time you will eventually work out how to do things on your own – but why waste time? With help you’ll get there far quicker.
As the ancient Chinese proverb says – if you want to know the road ahead, ask those coming back.
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How to Choose Your Specialty as a Financial Advisor
February 3, 2020 / by Don Connelly / Best Practices / 0 comments
The financial services market is becoming more complex and more complex every day. Everybody needs a focus. And those with focused practices are better able to serve their clients. None of us can be all things to all people so it’s important to specialize in the kind of advice you give.
But do you know how to choose your specialty as a Financial Advisor?
There are two key considerations – both equally important: Your market, and your passions.
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The Importance of Why when Soliciting Referrals
January 27, 2020 / by Don Connelly / Prospecting / 0 comments
When you ask clients for referrals, and hopefully clients are going to solicit referrals for you, you really have to get them to focus on why they do business with you. I think it’s important to tell people what you do and how you do it, but why they’re doing business with you is the most important part of any referral.
Listen to this audio episode or read the transcript to learn the importance of why when it comes to growing your business as a Financial Advisor.
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4 More Things That Could Get You Stuck in a Rut
October 1, 2018 / by Don Connelly / Best Practices / 0 comments
In a previous post we outlined four things that could get you stuck in a rut. Here are four more – along with some recommendations on how to get your business moving forward again.
1. Thinking you don’t need help
If you think you don’t need help in building your business, think again. Over time you will eventually work out how to do things on your own – but why waste time? With help you’ll get there far quicker.
As the ancient Chinese proverb says – if you want to know the road ahead, ask those coming back.
Read more
How to Convince Someone to Trust You
February 19, 2015 / by Don Connelly / Managing the Relationship / 0 comments
Whether you’re a new or well-established advisor you may find it difficult to establish trust. It’s incredibly difficult to develop trust quickly. How can people know whether you’re honest, sincere and trustworthy when they first meet you? And people today tend to suffer from an inherent lack of trust. Their belief systems about investing have been shattered by a seemingly endless stream of bad news.
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Why Thoughtful Advisors Get Referrals
February 16, 2015 / by Don Connelly / Prospecting / 0 comments
Referrals are the cornerstone of your business. In order to get them you need to cement the relationship with your clients by being passionate and committed. If you are creative and look for different ways to engage with your clients you will become more referable.
To get referrals you need the soft skills that illustrate you can get along with people as well as a self-awareness.
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Where Does Social Media Fit in Your Financial Advisor Practice
October 27, 2014 / by Tony Vidler / Marketing Yourself / 0 comments
Every time advisers discuss passionately that a certain marketing method is dead, or that a new type is the “new thing” I am reminded of the royal decree that occurs when a monarch dies:
The king is dead, long live the king
This refers to the instant succession that occurs in a monarchy – as one King dies the next in line immediately becomes the King.
Marketing professional services is simply not like that at all.
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