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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.
October 2007 Sales Ideas: Time, the Great Equalizer Thinking long-term is easier said than done. All clients set out upon their investment journeys with the noblest of intentions and the same mantra: “I am a long-term investor. I am a long-term investor. I am a long-term investor.”
At some point, sooner rather than later, those intentions take a dogleg left with predictable results. Our clients turn to one of man’s most odious contrivances: the daily prices. Curiosity compels them to look. And you and I know it was curiosity that killed the cat. Buyer’s remorse and second guessing are now in full bloom.
Adapt the following analogy to your neck of the woods. I believe you’ll find it works quite well to refocus clients and remind them of their original goals.
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