success as a financial advisor Archives - Page 3 of 3

When Asking for a Commitment, Make Up Your Mind in Advance

January 9, 2014 / by Don Connelly / Presentation Skills / 0 comments

Of all the presentations given by Financial Advisors to prospective clients on any given day, how many end up with no commitment being made? We’ll never know. Of all the presentations which end up with no commitment being made, how many end up that way because the Advisor didn’t ask for the commitment? We’ll never know that either. But we can take a pretty good guess and we can also guess why.

Think like a Lifer – Being a Financial Advisor Is a Career, Not a Job

December 16, 2013 / by Don Connelly / Best Practices / 0 comments

If anybody asks, you don’t have a job. You have a career. Think that way. Think like a lifer. You are here to stay.

A job involves the pursuit of money. A career involves the pursuit of a lifelong ambition.

A job is something you have to do. A career is something you love to do.

Jobs come and go. Careers last a lifetime.

Your Goal Today Is to Get an Appointment

December 9, 2013 / by Don Connelly / Prospecting / 0 comments

What’s so magical about having goals? It’s not so much that we don’t achieve them. It’s that we too often conveniently forget we even have them. With or without goals, we still go in and chip away day after day. Not having goals is not going to cause us to skip a day. I work hard with or without goals. What’s the big deal?

Success as a Financial Advisor Is Easy to Explain, but Difficult to Replicate

November 4, 2013 / 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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