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.
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September 2007
Sales Ideas: Be a Google
Brian, an Edward Jones Financial Advisor in Arizona, gave me this idea.
"I want to be your Google." Brian says this to every new account he opens. He says, "I want you to call me for everything."
That is such a powerful position to occupy. In this environment, the size of our paychecks depends entirely upon the strength of the relationships we have with our clients.
None of us sells a product so unique that people must beat a path to our doors. No particular firm has a monopoly on good service. None of us wishes to be renowned for providing
the cheapest financial advice possible. No Financial Advisor can say he or she has the finest products available at the lowest possible cost. That is not how we compete.
It's all about relationships. We compete (and thrive) through the relationships we build.
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