Camp Connelly

Welcome to the Camp Connelly Member Forum. This forum is meant to be a living community where members can communicate and share ideas with each other and with Don. Parts of the forum are open for anyone to read, but you have to be a member of Camp Connelly to participate and to read replies to posts.

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Forums	Topics	Posts	Last Post
Oct 3rd Conference Call Follow-Ups What should you be telling your clients? What could you be selling to your clients? How do you keep your clients calm and focused on their goals with all the turmoil in Washington and on Wall Street? Let's start a thread of questions and ideas on how to handle the market turmoil and the apprehension of today's investors. RSS	2	7	October 31, 2008 10:43AM
The Relationship Need some advice on dealing with a client? This section is dedicated to how to best approach your relationship with Mr. and Mrs. Client and, ultimately, how to train them to be better investors. In my opinion, the size of a Financial Advisor’s paycheck depends upon his or her ability to create and maintain long-term relationships. Do you agree? What’s your best relationship story? What suggestions do you have for building relationships? What should or shouldn’t we be doing? How do your clients view you? RSS	2	2	August 25, 2008 10:08AM
Sales Ideas As an Advisor, nothing got me as pumped up as a good sales idea. I know now looking back if you have three or four timeless, effective sales ideas, you’ve got all you need. Tell them over and over and over. What are the ideas that you know work? How do you handle objections? Give us your best analogies. Get us psyched! RSS	2	2	August 27, 2008 10:53AM
Prospecting Nothing is more important than prospecting. Without people to talk to, it really doesn’t matter how good our selling skills are or how much product knowledge we have. It’s also the toughest task we face, because the threat of rejection hangs over our head like Damocles’ sword. Please share your thoughts and ask your questions. What’s working? What isn’t? RSS	3	9	August 25, 2008 10:02AM
Practice Management Being efficient is doing things right. Being effective is doing the right things. In your opinion, what are the things we should be doing to make ourselves more efficient and more effective? How do you decide which tasks to delegate? Are you a goal setter? RSS	1	1	August 06, 2008 10:12AM
The Market The stock market is always a great investment, but the timing never seems right. When it appears too high, clients don’t want to invest because they fear a correction is imminent; and when it is falling, they don’t want to invest because they think they will lose money. Let’s talk about the history of the market, the lessons we can learn from it, and how to best use it to invest today. A general once said that if there is a chance of a disaster, you better have a plan. Do you have a good bear market presentation ready to go in the good times, just in case? How do you deal with the down times? What are your favorite stock market analogies? RSS	2	3	July 31, 2008 05:14PM
Estate Planning/Taxes Are these subjects of value to you? Are the issues too technical for this type of format? Let us know if there is a question you would like to ask or a topic you would like to explore. RSS	1	1	July 28, 2008 09:48AM
Retirement In the final analysis, how do you prepare for something you don’t feel will ever happen? Retirement is the ultimate goal, yet we treat it as if it’s light years away. The longer we have to go, the more diminished our vision seems to be. For all those people who don’t approach the subject of retirement planning with the proper gravitas, what should we be telling them? I have no doubt that any Advisor perusing this topic has witnessed some graphic financial tragedies due to poor planning and lack of commitment. Please share with us the good stories and the bad stories so we can arm our clients with firsthand knowledge. RSS	1	1	July 28, 2008 09:42AM
Member Exchange What categories is this forum missing? Do you want to talk about something else? Would you like to voice an opinion? What’s on your mind? Do you have something for the good of the group? Let’s hear from you! RSS	2	4	August 08, 2008 04:41PM