/ by Don Connelly / Best Practices / 0 comments
Financial advisors are bracing for the “next big thing” as artificial intelligence (AI) is playing an increasingly prominent role. The rise of AI-powered tools and robo-advisors is automating many of the routine, data-driven aspects of financial planning, creating more efficient and accurate solutions.
Robo-advisors, for example, offer algorithm-based portfolio management services that can reduce the need for human intervention in certain advisory functions. AI tools can sift through massive datasets, analyze market trends, and generate investment strategies, all at a fraction of the cost and time it would take a human advisor.
However, as AI takes over the technical aspects of financial advising, the human touch remains irreplaceable.
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Future-Proofing Your Financial Advisory Career: The Power of Soft Skills in an AI World
/ by Don Connelly / Best Practices / 0 comments
Financial advisors are bracing for the “next big thing” as artificial intelligence (AI) is playing an increasingly prominent role. The rise of AI-powered tools and robo-advisors is automating many of the routine, data-driven aspects of financial planning, creating more efficient and accurate solutions.
Robo-advisors, for example, offer algorithm-based portfolio management services that can reduce the need for human intervention in certain advisory functions. AI tools can sift through massive datasets, analyze market trends, and generate investment strategies, all at a fraction of the cost and time it would take a human advisor.
However, as AI takes over the technical aspects of financial advising, the human touch remains irreplaceable.
Read more
4 Tasks You Should Not Delegate if You Want to Grow Your Business
/ by Don Connelly / Best Practices / 0 comments
In a previous post we looked at how delegating routine or specialized business tasks can help clear the way for you to focus on the important aspects of your business. In this post we’ll look at tasks that unfailingly require your personal input – here are four things that should never be taken for granted.
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Making Your Service Memorable
/ by Don Connelly / Storytelling, analogies and power phrases / 0 comments
Let’s talk about outstanding service. That’s the rare commodity in this country. Americans have forgotten what good service is. People around the world have forgotten what good service is. And I’m telling you, if you want to outperform the competition, don’t have just good service, make your service memorable; service people will talk about.
Listen to the audio or read the transcript below to learn Don’s thoughts on memorable service.
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Financial Advisors Who Lack These Soft Skills Often Fail
/ by Don Connelly / Best Practices / 2 comments
The ability to master soft skills is key to your future success as a Financial Advisor. In fact, it’s easily as important as how much technical knowledge you have. However, advisors often struggle to develop the key soft skills required to build relationships with prospects and clients – and consequently their business suffers.
Perfecting your soft skills should be your number one priority. This post will help remind you to get back to the basics by focusing on five soft skills that could make or break your business.
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Success as a Financial Advisor Is Easy to Explain, but Difficult to Replicate
/ by Don Connelly / Best Practices / 4 comments
The good news for every Financial Advisor is that how one becomes a Top Tier Advisor is simple. The bad news is that it is not easy.
To rise to the top one begins by doing things right, by doing the right things and by working hard.
We lose a lot of people in the first twelve months.
The reason they fail is that,
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