Don Connelly

Saying no to prospects who are not a solid fit is good for you and them. Here are some major prospect red flags warning you to move on. #advisors

Watch this video episode or read the transcript below to learn these 12 ways to build a better business. #advisors #buisiness #growth

Clients suffering from financial anxiety may have difficulty communicating with them or following through on their financial plans. #advisors #finance

The most successful advisors seek to take the relationship even deeper—to the point where they become a trusted confidant of their clients. #advisors

A poorly crafted LinkedIn Summary can render your profile unreadable, causing anyone looking for a financial advisor to move on. #advisors #LinkedIn

We’ve all got the same worries about losing control of our lives and letting other people make our decisions. #NCRetirementCenter

Hoping to attract young clients is whether they are perceived as someone who can be trusted to serve them in the manner they expect. #advisors

Critical skills needed to succeed in the business today. Here are five such acquired skills you need to master. #advisors #skills #growth

Advisors eyeing the next level of AUM must think through these key elements of a branding strategy to differentiate themselves. #advisors #brand

Must take proactive steps to recondition their clients and highlight the virtues of in-person meetings. Here’s how to do just that. #advisors

Conversation every advisor must have with their clients at the beginning of their relationship, with timely reinforcement as volatility increases. #advisor

Can you think of any relationship that has never experienced conflict—where two people with the best of intentions fail to see eye to eye? #advisors

One of your most important jobs as a financial advisor is to keep your clients from making costly behavioral mistakes. #advisors #growth

Engaging your clients on how to work through their financial differences and have productive money conversations is definitely within your purview. #money

Adhere to your own procedural checklist of best practices for effectively handling your next client complaint. #advisors #trust

Here are the most common ethical dilemmas faced by financial advisors. #advisors #ethics #business

five of the most common communication challenges financial advisors must recognize and overcome to build and maintain solid client relationships. #advisors

While getting your first client can be a challenge, you can succeed with the right skills, a solid game plan, and a hefty dose of persistence. #advisors

Here are five ways you can gather valuable insights from your clients while deepening your engagement with them. #advisors #clients #tools

No guarantee of success. In fact, there are plenty of reasons why financial advisor webinars often fail. Here are five such reasons. #advisor #webinar

Advisors can systematically and incrementally build a solid client base using a proven marketing and sales framework fit for the digital age. #advisors

Here are the essential tools available to any advisor seeking to create a systematic process for generating non-stop qualified leads. #advisors #leads

The one sure way to establish a steady stream of qualified prospects. Here are five of the best referral sources financial advisors can develop. #growth

Here are four imperatives financial advisors must embrace to achieve sustainable growth for themselves and their businesses. #growth

Narrow your field of prospects, you increase the likelihood that a higher percentage of prospects in the niche will choose to do business with you.#advisor

A process for developing a business process comprised of seven repeatable steps that can be used to achieve multiple business objectives. #growth

Through market research, you can uncover critical information enabling you to develop more effective communication methods. #advisors

Data collection interview can then be used to fill in the blanks and as an opportunity to delve into the qualitative aspects of their financial situation.

Setting your goal setting up in three stages can provide the structure both the advisor and client need to ease through the process. #advisors #goals

Data gathering is the first opportunity advisors have to demonstrate their competence, empathy, and overall value to new clients. #advisors #data

There could be any number of ways advisors may be impairing their referability. Here are three we see most often. #advisors #growth

Countless studies and examples illustrate the consequences of suboptimal decision-making caused by behavioral mistakes. #advisors

When you can share your thoughts in high-profile settings you gain invaluable credibility. #advisors #leadership

Blogging is an affordable way to establish themselves as a high-profile authority and a credible source of financial information. #advisors

Advisors who establish themselves as true thought leaders hold a distinct advantage in the race to add new clients. #advisors #growth

As with new clients, onboarding advisors is the most critical point in their experience at a new firm, with long-lasting implications. #advisors #tools

Successful people must be very comfortable with failure because they probably fail more often than they succeed. #success #failure #advisors

Mistake many advisors make: spending too much time working in their business and not enough time working on the business. #advisors #business

Advisors still find themselves in the unenviable position of having to withstand fee compression while, at the same time, justifying them to their clients.

These are the crucial working habits any businessperson must master to be successful. #advisors #success #growth

Here are the critical selling habits successful advisors master to create sustainable growth for their practices. #advisors #business #growth

Here are the essential calling habits—several of which occur before the call—you must develop to grow your businesses successfully. #advisors

Here are the essential success habits advisors must develop to become effective and consistent prospectors. #advisors #growth

We’re all searching for the secret to success—finding that edge that can move us effortlessly toward our ambitions. #advisors

For many people, getting ready to get ready is less about getting everything perfect and more about delaying the inevitable or procrastination. #advisors

You can demonstrate to your prospects that you truly understand their goals and why they’re important to them, they become much more engaged. #growth

Financial advisory world, advisors must sell the relationship, which requires a personal connection and trust, which is where soft skills come in #advisors

Whose primary job is to get people to act, you have to find a way to let your prospects take your plan for a test drive. How do you do that? #advisors

I have one piece of advice if you’re still building your business: Don’t be in a hurry to become a success. #advisors #success

What if your clients were so impressed with you that they took the time to share their experience with someone without you having to ask? #advisors