simple truths for investors Archives - Page 5 of 5

31 Motivational Quotes to Drive Financial Success

January 12, 2015 / by Kirti Anand Sharma / Connelly Corner, Investing Wisdom / 2 comments

A Financial Advisor’s job is not just limited to giving the right advice. It also involves challenges like: motivating investors to act and managing client behavior throughout the investment cycle to keep them from distractions caused by the market fluctuations.

Sometimes your attempts to satisfy clients or convince prospects to trust your financial plans may seem ineffective, making it difficult to keep the conversation alive and positive. Have you thought that in such cases all you might need is an ice-breaker?

Why Waiting for a Pullback is Not the Right Investing Strategy

October 23, 2014 / by Don Connelly / Don Guest Authoring at..., Investing Wisdom / 0 comments

According to a preponderance of clients, the stock market is overbought. They’re going to invest, but not until the pullback takes place. What’s an advisor to do?

First, it’s not “the” pullback we’re talking about. It’s “a” pullback.

Why Your Clients and Prospects Need You

October 20, 2014 / by Don Connelly / Investing Wisdom / 0 comments

Let’s talk some more about Mr. and Mrs. Client and why they need to invest now and with you. The whole discussion of commissions and fees is not about the question ‘what your commission is’; it’s ‘why should I pay a commission? Do I need to pay a commission or a fee when I can do this on my own? Why should I have a financial advisor?’

So when somebody says “What are your commissions? What are your fees?” I’d say “Let’s discuss the real question here, which is: do you need an advisor?”

35 Quotes for Financial Advisors on a Tough Day

July 10, 2014 / by Kirti Anand Sharma / Connelly Corner / 4 comments

On your journey to become a successful Financial Advisor, you will face a lot of challenges. Today’s post will empower you and your sales team to sail through a bad week, and constantly encourage pursuing your goals.

I have compiled a list of my top 35 favorite quotes about investing wisdom, inspiration, motivation and sales to help you make wise decisions, manage stress, stay positive and enthusiastic at all times. Enjoy!

Empathize, Don’t Sympathize

April 7, 2014 / by Don Connelly / Investing Wisdom / 0 comments

Am I oversimplifying things? - AskDON episode

There is never a convenient time to invest. The market is too high, the market is too low, we need a new kitchen first and a million other reasons are readily available. The toughest investment decision every prospective investor faces is the decision to do it. This is where you must play bad cop.

A big part of your job is getting people to do what they don’t always want to do.

Successful Investing Takes Time, Skill and Good Luck

January 23, 2014 / by Don Connelly / Investing Wisdom / 0 comments

How would your client react if you suggested retaining a money manager with no experience? Better yet, how about one who isn’t licensed to manage money? Better yet than that, what if this money manager has never had a client? Your client would be his first. Out of the question, right?

Never Forget That Your Client’s Original Goal Was to Beat the Bank

January 6, 2014 / by Don Connelly / Best Practices / 0 comments

I’ve been mingling with clients for years and it never fails to shock me just a bit to hear how simple both their goals and their reasons for investing really are. For the most part, clients simply want to beat the bank, especially in low interest rate environments. They want to educate their children and build a retirement fund. That’s it. They aren’t trying to hit home runs. They are trying to hit singles and doubles. You can deliver singles and doubles all day long.

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