5 Ways Storytelling Helps Financial Advisors Succeed

5 Ways Storytelling Helps Financial Advisors Succeed

Think about the last “Great Presentation” you attended, where you felt as if the speaker was speaking your mind. How did this experience make you feel about the presenter?

Did you think he or she was so smart? Were you moved to ask for their business card or connect over LinkedIn? Or maybe you just walked up to say how much you loved their presentation? When you went back home, did you share your experience with someone?

For a truly great presentation, I believe the answer to at least one of these questions would be a “Yes”.

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9 Things Successful Financial Advisors Do Differently

What Successful Financial Advisors Do Differently

Everyone can be successful; the bigger question is who is willing to do what it takes to become successful?

Average Advisors often procrastinate and find excuses for their inaction. Top performing Financial Advisors roll their sleeves up and just do what they have to do to succeed. It’s that straightforward.

Here are 9 things that ordinary Advisors do extraordinarily well to become top producers in the industry:

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Every Advisor Needs to Bring Back the Story

Don Connelly audio podcast

The ability to tell good stories is vital if you want people to like and trust you. Your clients like you and trust you. They didn’t buy a financial plan or a managed account. They bought you.

People can’t ‘buy’ you until they know you and the best way to get to know you is to hear your story. And they can’t hear your story until you tell it to them. The better you do that, the sooner you open the account. As Peter Guber says, you tell to win.

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Your Job Is to Find the Pain and Make It Go Away

Don Connelly audio podcast

Imagine if you were in long-term back pain and you were sorely in need of relief. Your diligence has led you to a doctor who assures you that, if you allow her to perform surgery, the pain would not merely be alleviated; the pain would be gone. She explains that there will certainly be some short-term discomfort, but any inconvenience will be worth it in the long run. You will be overjoyed when you are pain free.

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Overcome The Curse of Knowledge

Overcome The Curse of Knowledge

Financial Advisors know a lot about finance, economics, interest rates, taxes, estate planning, investing, the stock market and many other things. A whole lot. That knowledge comes with a price. When an Advisor knows his stuff, it’s hard to imagine not knowing it. So when an Advisor speaks to a client, the Advisor often forgets that he or she is drawing from an enormous reservoir of knowledge and speaking to someone of lesser knowledge.

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Can Charisma Be Learned?

Don Connelly audio podcast

Charismatic Financial Advisors are great communicators. They connect on an emotional level. They get people to buy in, to believe. Just imagine that you alone can make someone act and feel a certain way. No other Advisor lights up a room the way you do. Just being near you makes people feel important. That’s charisma. You would be untouchable if you had tons of charisma. Can you learn how to acquire charisma?

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See Your Presentation Through

See Your Presentation Through - Become a Good Storyteller

You’ve worked hard to develop and tweak your presentation. You’ve given it and heard it countless times. But your prospective client hasn’t. It’s his or her first time through. Don’t get bored with your good stories and don’t get lazy.

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