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 10, 2009:
Conference Call: Things Your Clients Need to Know
in Order to Make Your Life Easier
In this session, I wanted to give you the ammunition that forces your client to make a decision. I told you the things I would say to your clients if I could get in front of them. Many of these things you may feel uncomfortable saying to them, but they must hear these things nonetheless. If you don't feel comfortable saying them exactly as I did, you need to develop your language based on your own communication style.
They need to know the upside, the downside and the tough side of putting money at risk. There may be things I covered that they don't necessarily want to hear, but they've got to hear them.
If clients don't take care of themselves financially, they are going to absolutely suffer the consequences. It's not fun to play the bad cop, but your prospects and clients need to know the simple facts of investing life: Things like the biggest investment mistake of all is not starting. Things like the biggest fee they will ever pay is poor performance. Things like you must take risk in order to meet your goals. Things like in 180 months, a three-year-old will be in college.
This call was not a gloom and doom session by any means. Rather, it was a session steeped in reality. I hope you walked away full of confidence and full of conviction.
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October 3, 2008: Managing Your Clients During These Turbulent Times
November 25, 2008: Energize Your Business and Get Back to Work
April 7, 2009: Why Everything Changes, But Nothing's Different
June 15, 2009: Sales Vs. Marketing, The Basic Story
July 13, 2009: The Best Sales Ideas I've Ever Heard
August 10, 2009: Things Your Clients Need to Know
September 21, 2009: Stuff I Have Learned Over The Years
October 26, 2009: Becoming Great
November 30, 2009: Finishing Off the Year Strong
December 21, 2009: New Year's Resolution for 2010
January 26, 2010: Closing the Sale
February 25, 2010: Downsizing Your Business
March 30, 2010: Finding Balance in Your Life
June 30, 2010: The Art of Storytelling
July 10, 2010: Dealing with Market Volatility
August 30, 2010: You vs. the Discount Broker
November 18, 2010: Building Momentum Going into 2011
February 1, 2011: Finding your ÔInner ExtraordinaryÕ
March 23, 2011: The Greatest Prospecting Tool Ever
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