March 19, 2018 / by Don Connelly / Best Practices / 0 comments
Accountability is a trait many advisors lack, but one that elite advisors always possess. No matter how great your talent you won’t get ahead unless you become accountable for your actions and the actions of your clients. Without accountability you won’t develop the self-discipline you need to take charge of your career and make changes for the better.
If you need help to develop accountability, here are five ways you can get started.
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How to Talk to Clients About Market Volatility
September 25, 2023 / by Don Connelly / Investing Wisdom / 0 comments
You don’t hear people talk much about market volatility until stock prices suddenly sell off. But when your clients watch their portfolio value decline unexpectedly, it can be terrifying, leading many to make potentially costly mistakes, such as selling into a steep market decline. Though we’ve experienced many volatile markets over the last 20 years, advisors must help clients understand that volatility is not their enemy.
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Want to Succeed as a Financial Advisor? Do These Five Things.
July 6, 2020 / by Don Connelly / Best Practices / 2 comments
Helping people achieve their financial goals and provide security for their families is one of the greatest, most rewarding career paths on the planet. But it’s a very tough business to succeed in, especially in your first few years.
Here are the five things you must do, if you want to maximize your chances of surviving your first five years as an advisor.
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Seven Things to Do to Set Yourself Up for Success as a Financial Advisor
June 1, 2020 / by Don Connelly / Best Practices / 0 comments
All Financial Advisors need a track to run on. That is, a set of activities that you know are productive, and that will continue to guide you on your path to success, even … and this is key… even if you don’t feel like working!
Here is a set of seven principles that will help keep you focused and moving along your path to the very top of our profession.
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5 Ways to Develop Accountability
March 19, 2018 / by Don Connelly / Best Practices / 0 comments
Accountability is a trait many advisors lack, but one that elite advisors always possess. No matter how great your talent you won’t get ahead unless you become accountable for your actions and the actions of your clients. Without accountability you won’t develop the self-discipline you need to take charge of your career and make changes for the better.
If you need help to develop accountability, here are five ways you can get started.
Read more