Don Connelly

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Be Forthcoming About Why You Became A Financial Advisor

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Give clients a memorable story about why you became a financial advisor.

Do Successful Advisors Share A Common Trait?

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The one thing all successful people share is that they have formed good habits.

Guiding Your Clients Through Volatile Markets

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This year is shaping up to be a year of extreme volatility.

Strive To Be Of Value

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What determines your value is not up to you to decide. It is left for the client to decide. And that decision is a lot simpler than you might think.

We're In The Age Of 'Seller Beware'

by Don Connelly

Thanks to the availability of information on the Internet, salespeople can no longer be duplicitous. They must be capable.

Elite Advisors Keep It Simple

by Don Connelly

Elite advisors don't burden their clients with numbers, keep appointments every day and never stop trying to simplify their message.

Clients Need Your Wisdom More Than Your Knowledge

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Every generation imagines itself to be more intelligent than the one that went before it, but they still keep making the same investment mistakes.

Is It Possible To Forestall Objections?

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The late Zig Ziglar observed that every sale has five basic obstacles: no need, no money, no hurry, no desire or no trust...

Why Do Some People Choose Not to Do Business with You?

by Don Connelly

There are three qualities potential look for when picking an advisor, and they have nothing to do with money management.

The Only Thing People Are Buying Is You

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Your selection of managed money, mutual funds or annuities is a lot less important to clients than it is to you.

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