10 Things Clients Want from Their Advisors

Don Connelly tips on his blog

One of the things I’ve observed over the years is that good service does not sell. Great service sells.

Watch this video to hear Don explain how to make your service great.

One of the firms I really admire has done something that is so good that when you put together your service proposal, you have to refer to it.

The firm is Cadaret Grant. The late Mac Cadaret was a wonderful guy, Art Grant is a friend. The men and women that work there have built a tremendous organization. They took the time and the presence of mind to ask clients what top ten things they wanted from their advisors. I thought you’d like the answer.

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What’s New on Don Connelly 24/7 in May

What's New Don Connelly 247 May 2014

Today we publish the third blog post in the series “What’s New on Don Connelly 24/7“ – please, tell us in the comments how do you like this series. We recap new video and audio podcasts, Weekly Focus issues, Monthly Newsletter, and other premium content, recently released on the Don Connelly 24/7 learning center.

Naturally, non-members cannot access the premium content details (e.g. podcasts and newsletters), but you will know what topics Don discusses, what questions he answers, what issues he is helping with through the learning center each month.

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What’s New on Don Connelly 24/7 in March

What's New Don Connelly 24/7 March 2014

This blog post series is the answer to Financial Advisors’ emails – an easy way to track what’s new on our members’ website Don Connelly 24/7 without actually being a member.

You won’t be able to access the details of each new premium content item like podcasts and newsletters, but you will know what topics Don discusses, what questions he answers, what issues he is helping with through the learning center each month.

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