tips for financial advisors Archives - Don Connelly & Associates

12 Practice Building Tips for Financial Advisors

/ by Kirti Anand Sharma / Best Practices, Connelly Corner / 0 comments

According to U.S. Bureau of Labor Statistics, the projected change in the number of Personal Financial Advisors from 2012 to 2022 is +27%, which is much higher than the average growth rate (11%) for all occupations.

This is a sign of opportunity as well as an increase in competition.

To help you outrank this growing competition and at the same time, build an enjoyable and dynamic practice, check out the infographic below – featuring the top 12 practice building tips by Don Connelly. Check out the infographic.

When Financial Advisors’ Self-Promotion Is Not Shameless

/ by Don Connelly / Marketing Yourself / 0 comments

Is self-promotion a shameless thing for Financial Advisors? If we should be self-promoting, what exactly should we be self-promoting? Do I know wealthy people well enough to know what they consider unattractive? Where is the line I probably shouldn’t cross?

I think it’s a bad thing to promote yourself. I don’t think it’s a bad thing to promote the value you can and do add to peoples’ lives. I think it’s a bad thing to inflate your ego. I don’t think it’s a bad thing to explain that you are helping families succeed financially.

Building Your Business with These 12 Tips for Financial Advisors

/ by Don Connelly / Best Practices, Don Guest Authoring at... / 0 comments

This is one of Don Connelly’s guest posts over at FA Magazine, giving you 12 tips how to build a better and more enjoyable business.

1) Get really good at what you do. Do the ordinary things extraordinarily well.