We help financial advisors hone their soft skills. We tweet about #finance, #sales, #referrals, storytelling, conversational skills. Be brilliant at the basics!
Sarasota, FL
Joined December 2008
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Most Advisors already know what to do.
The challenge is repetition.
Prospecting consistently.
Listening carefully.
Asking for commitment confidently.
Simple ideas.
But simple and easy are not the same thing.
Great Advisors become brilliant at repeating important things.
In this conversation, Don Connelly shares his extensive experience in financial advising, emphasizing the importance of storytelling, communication skills, and building authentic connections with clients. youtube.com/watch?v=H24DlUXc…
Having a great website often comes down to having enough money to do it – to come up with a concept but also, to find the right people whom to task with the job to create that website for you. donconnelly.com/9-must-haves…
By actively participating in popular social media sites, such as Facebook, Instagram, X, and LinkedIn, you automatically expand your online presence while building social capital. donconnelly.com/digital-mark…
During the presentation, Don Connelly will explain why you need to differentiate from your competition but more importantly, he’ll give you the know-how to do it. youtu.be/Nopo0kBVXCA
Clients don’t behave based on information alone. They behave based on how safe you make them feel. The real product of a great Financial Advisor isn’t a comprehensive plan. It’s emotional security. donconnelly.substack.com/p/t…
In a market that is saturated with information, content, and the way it is delivered is not only a key differentiator, but it’s also essential to starting and cultivating relationships.donconnelly.com/email-can-st…
This is an opportunity to focus on the things you do best to increase your value and redefine your relationship with your clients. Highly successful advisors create enduring value that clients can’t resist. donconnelly.com/what-not-to-…
To trust you, your clients also need to trust your process. They need to have the conviction and confidence to follow your plan during trying circumstances, which comes from the bond formed through a trusted advisory relationship.donconnelly.com/three-storie…
Long-term care planning is not just about protecting against worst-case scenarios. It is about delivering holistic, forward-looking advice that truly secures retirement. For clients, it means confidence that their lifestyle and legacy are protected. iireporter.com/the-2-trillio…
To win the trust of your prospects and clients, it’s not how much you know; it’s how much you care about them. That will come through clearly when you practice genuine empathy, active listening, and authenticity. donconnelly.com/how-to-succe…
Financial advisors are beginning to realize that ideal client prospects aren’t too keen on a one-size-fits-all approach when trying to engage them. If your message on your website, blog, or emails doesn’t speak to them directly, they are likely to move on.donconnelly.com/using-client…
Storytelling is a soft skill just like any other, which means it takes practice—lots and lots of practice—to have it sound natural, almost conversational. It’s critical to try your stories out on people—perhaps family and friends—to get feedback. donconnelly.com/the-importan…
Gator doesn’t believe greatness comes from piling on more techniques. He believes it comes from honing a small set of essential skills until they become instinctive — so reliable they hold up when pressure is high and conditions aren’t ideal. donconnelly.substack.com/p/t…
24 video lessons, 24 exercises and 5 LIVE group coaching sessions (only with the 12-week program), designed to help new Advisors kick-start their Financial Advisor practices as well as seasoned Advisors to reach new heights in their businesses. youtube.com/watch?v=GZMi6Fie…
All financial advisors know that prospecting is the lifeblood of their business. Filling the funnel with a constant flow of qualified leads has long been the biggest challenge facing advisors, regardless of how long they’ve been in the business.donconnelly.com/3-types-of-p…
Now more than ever, advisors must make the full embrace of technology their top priority if they are going to compete for the attention of next-generation prospects who will soon command more than half the wealth on the planet. donconnelly.com/three-challe…
In order to trust you with his or her money, a client must control his fear. Explain to them the five ways to reduce risk. youtu.be/amIyABb-B8I
Webinars are enjoying increasing popularity among advisors. As with any new marketing tool, there is a learning curve to understand the medium, and it still requires crafting compelling content presented in a way to optimize the experience for attendees.donconnelly.com/financial-ad…
It’s not too late to adopt or develop the qualities of character necessary to go after your ambitions. In fact, they reside in all of us. You just need to accentuate them and use them deliberately to overcome your obstacles.donconnelly.com/7-qualities-…
