Financial Advisors and Social Distancing: How to Keep Prospecting and Servicing Clients

Financial Advisors and Social Distancing - How to Keep Prospecting and Servicing Clients

Traditionally, being a financial advisor has been a face-to-face business. We are creatures of the working lunch, the handshake, the coffee meeting. Appointments are the lifeblood of our business, because we’re in the business of personal relationships. That’s our real advantage over the low-cost robo-advisors, and a big part of how we justify our fees.

But social distancing is changing all that in a flash. I’m optimistic about the economy and the stock market long-term. But this bug isn’t going away anytime soon. We are undergoing a rapid cultural shift where social distance may very well become the norm for a good, long while.

And all of us old-school financial advisors, as well as brokers, planners, insurance agents, all of us, are going to have to adjust.

I’ve talked with a lot of people, and I’ve seen a lot of economic cycles. Here’s what I suggest you do to keep growing your business even with social distancing.

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How to Develop Your ‘Who I am Story’

How to Develop Your Who I am Story

To succeed as a financial advisor you need to find a compelling method of differentiating yourself from the competition. To get to the top you need to stand out as being likeable and trustworthy so that clients will want to do business with you. A great way to build rapport with clients is to tell stories and in particular, you should spend some time developing a ‘who I am story’.

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Why You Need a “Who I Am” Story to Succeed

Why You Need a Who I Am Story to Succeed

When someone tells you they want to ‘think it over’ it’s a sign they haven’t invested in you. They are most likely not deciding about your recommendations. They are deciding about forming a relationship with you. Remember, the three most important things in this business are to be likeable, smart and trustworthy. A great way to be likeable and build trust is to tell a ‘who I am’ story to prospective clients. By telling them a story about yourself you can influence people and establish your credibility. A great story will resonate with clients, stir up their emotions and get them to act.

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The 7 Essential Traits of Successful Financial Advisors

The 7 Essential Traits of Successful Financial Advisors

On our February 24, 2015 webinar, our special guest was Dave Hubbard, President and owner of Exemplar Financial Network. Over the past thirty years, Dave has built a thriving firm of more than one hundred Advisors. But Dave is far more than a successful Advisor and business owner. He is also an acclaimed coach who has helped hundreds of Financial Advisors fulfill their potential.

The title of this particular webinar was ‘The Seven Essential Traits of Successful Advisors.’ Dave enumerated and elaborated upon the most common shared qualities among the successful Advisors he knows.

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

What's New Don Connelly 247 November 2014

Happy Cyber Monday, everyone! We don’t have a special promotion running for today but Don Connelly & Richard Capalbo did release their first CD-set together just last week, How to Excel in the Securities Industry, so you may want to check it out. Order the 4-CD set here!

It’s time for our blog series, What’s New on Don Connelly 24/7. We recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and webinars. Read on!

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What Elite Advisors Do That Average Advisors Don’t Do

Center Stage with Don Connelly and Richard Capalbo - What Elite Advisors Do that Average Advisors Don'd Do

What Elite Advisors Do That Average Advisors Don’t Do

I am happy to report that our webinars keep growing in size and popularity. On November 5, 2014, we had several hundred Advisors join in to listen to words of wisdom from Richard Capalbo. Richard was so scintillating that the questions poured in at the end.

Richard told the participants that he intended to focus on three main topics:

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

What's New Don Connelly 247 September 2014

This is the newest post in our blog series What’s New on Don Connelly 24/7. We recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and other premium content recently released on the Don Connelly 24/7 learning center – e.g. the latest Webinar Replay. Read on!

What’s new on Don Connelly 24/7 in September

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