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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.
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August 2010
Don's Monthly Message: Take a Tip From a Pro
You are a Financial Services professional. My friend Teddy is a golf professional. You and Teddy have a lot in common.
The similarities. For instance, most golf professionals possess similar knowledge. The highest paid and most successful ones are the better communicators. The same is true of Financial Advisors.
You and Teddy are both really good at what you do. And your clients know you are good. They know you speak from experience.
You both are in the advice business, dispensing your wisdom in exchange for remuneration.
Common business models. Teddy is a swing coach for a small number of touring pros, the proverbial big clients. His amateur clients far outnumber his illustrious clients. Not surprisingly, he derives the majority of his income from a small percentage of his clients. You certainly know that story.
Referrals are all important to both of you. An outstanding reputation and a consistent stream of referrals ensure sustainability.
More than most people on earth, Teddy knows what a good golf swing looks like. And doesn't look like. He knows what works. And what doesn't work. More than most people on earth, you know what successful investing over time looks like. And doesn't look like. You know what works. And what doesn't work.
The biggest thing you have in common is this: When the heat's on, too many clients abandon your advice and revert to old, bad habits. From day one, clients are determined to follow your advice. After all, they're paying for it. But they don't. They bail. And I understand why.
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