/ by Don Connelly / Best Practices / 0 comments
When you first start out as an Advisor you’re given a set of products to sell, but unfortunately they don’t come with an instruction manual. You need to learn how to market and sell them yourself. This is where a mentor can step in, by helping you prospect, sell and manage your practice.
Mentors can also help you stay on track and improve, no matter how long you’ve been in business. Making sure you can still execute the fundamentals is key to becoming the Advisor you always wanted to be.
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5 Things Financial Advisors Should Do to Make the Most of This Holiday Season
/ by Don Connelly / Best Practices / 0 comments
As the year draws to a close it’s the ideal time to reflect, regroup and make plans for the New Year. What went right and what went wrong? What things can you do to make sure your career is in great shape going into the next year?
Here are five ways to help you hit the ground running next year.
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Focus on What’s Important
/ by Don Connelly / Best Practices / 0 comments
If you want to reach the top of your profession as a financial advisor, you need to focus on the basics. Dedicate your time to prospecting, asking for commitments and managing client relationships. Success will only come your way if you think gathering assets rather than DOL rulings and falling fees. So stop getting distracted. If you want to build a successful business, focus on what’s important.
Here are six things to focus on, starting today.
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Procrastination Will Ruin Your Chances of Success
/ by Don Connelly / Best Practices / 0 comments
Procrastination can take different forms. You may consciously procrastinate and avoid what you know you should be doing, or you may unconsciously put off your top priority tasks by attending to a series of ‘never ending fires’. Whatever type of procrastination you suffer from it can be ruinous to your business. Here’s what to do instead.
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5 Reasons You Should Get a Mentor
/ by Don Connelly / Best Practices / 0 comments
When you first start out as an Advisor you’re given a set of products to sell, but unfortunately they don’t come with an instruction manual. You need to learn how to market and sell them yourself. This is where a mentor can step in, by helping you prospect, sell and manage your practice.
Mentors can also help you stay on track and improve, no matter how long you’ve been in business. Making sure you can still execute the fundamentals is key to becoming the Advisor you always wanted to be.
Read more
Get Your Work Done in Sixty Percent of the Time
/ by Don Connelly / Best Practices / 1 comment
I can tell you without hesitation that the amount of time you spend marketing yourself this year determines how much you will grow next year. If you don’t prospect and market yourself, your business will wither and die.
I can also tell you without hesitation that running your business gets in the way of growing your business. The details eat up your time. There are only so many hours in the day. What to do then? Why do we give tasks more time than they need and what can we do about it?
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