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Camp Connelly is designed specifically for you - the Financial Advisor. With more than forty years in the business Don Connelly has done it all. Now, he’s sharing his wisdom, insight and experience with you. Learn to overcome objections, stay motivated and win clients efficiently and effectively.
February 2007 Sales Ideas: Sticking With the Plan Sticking with the plan. The greatest single investing mistake a person can and will make is not starting. The second biggest mistake is not sticking with the plan. Let’s discuss both issues.
Don’t put it off. There is never a convenient time to invest. Reasons not to invest range from over thinking (“I just want to wait until things get better”) to conflicting needs (“I need a new car first”). These obstacles must be put in perspective and overcome.
A financial plan cannot be put off. Time slips away too quickly.
Americans have three major financial goals: college education for their kids, paying the least amount of taxes possible on a timely basis and retirement.
One year of college today is the cost of a good car, and the cost of education is not going to come down. In 180 months, a three-year-old will be in college. That’s scary!
Retirement is even scarier. We all spend the most money on Saturday. And when you retire, every day is Saturday...
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