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If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.
Every Tuesday, you will get an actionable piece of advice from Don Connelly, related blog posts on the topic, and what's new on the blog PLUS Don's "10 Great Analogies" in pdf format right away.
Staying Focused - (AskDON)
Adding Value (AskDON)
Standing up for Our Fees (AskDON)
Tickets to Springfield (AskDON)
First Impressions Are Crucial - (AskDon)
The Emotional Connection - (AskDON)
Unique Client Service (AskDON)
The Curse of Knowledge Is Real - (AskDON)
Five Star Service - (AskDON)
We Already Have An Advisor - (AskDON)
Being Able to Give the Best Advice Possible - (AskDon)
Self Discipline is Key - (AskDON)
Act Like a CEO - (AskDON)
Call Your Clients Before They Call You - (AskDON)
Elevator Speech - (AskDON)
Reassigning Clients - (AskDON)
Creating Urgency With Clients - (AskDON)
Focus On Your Clients' Goals - (AskDon)
Every Prospecting Call Is an Uncashed Lottery Ticket - (AskDON)
Having More Than One Advisor - (AskDON)
Optimism is a Choice - (AskDon)
The Cost of Doing Business - (AskDon)
Raising Your Fees - (AskDON)
I Can't Decide Right Now - (AskDON)
Establishing a Prospecting Routine - (AskDON)
People Aren't Calling Me Back - (AskDON)
Getting Better At Managing Client Expectations - (AskDON)
Does Cold Calling Damage Credibility - (AskDON)
Leave Your Toolbox in the Back Room - (AskDON)
A Client Should Not Have Two Advisors - (AskDON)
Clients Will Eventually Leave If You Lack Soft Skills - (AskDON)
Putting Things in Terms That Clients Can Understand - (AskDON)
Am I Oversimplifying? - (AskDON)
Keeping An Even Emotional Keel - (AskDON)
Putting Rejection Into Perspective - (AskDON)
There is a rhythm to asking for a commitment - (AskDON)
Why Stories Are So Effective - (AskDON)
Where should I be focusing? - (AskDON)
A simple way to ask for a commitment - (AskDON)
A Highly Emotional Story - (AskDON)
What's in it for my Center of Influence? - (AskDON)
Who motivates the motivator? - (AskDON)
How do I get people to call me back? - (AskDON)
People won't commit - (AskDON)
The Elevator Speech - (AskDON)
Explaining Our Fees - (AskDON)
Advisor Burnout - (AskDON)
Clients Running Their Own Accounts - (AskDON)
Ideal Client Sheet - (AskDON)
Staying On Track - (AskDON)
The Difficulty of Asking For Referrals - (AskDON)
Prospecting for Young Advisors - (AskDON)
When A Client Is Diagnosed With Alzheimer's Disease - (AskDON)
Make Your Fees Worth It - (AskDON)
Dealing With Unruly Clients - (AskDON)
Added Value Is More Important Than Basic Value - (AskDON)
Centers of Influence - (AskDON)
Sacrificing Instant Gratification - (AskDON)
Draw the Line - (AskDON)
Optimal Number of Clients - (AskDON)
Are Full Service Advisors Losing Traction? - (AskDON)
Business Plan - (AskDON)
Illusion of Explanatory Depth - (AskDON)
Prospect After a Layoff - (AskDon)
Call Me In Three Months - (AskDON)
When You Lose a Client - (AskDON)
The First Meeting - (AskDON)
The Least Amount of Great Service - (AskDON)
Dealing With Volatility - (AskDON)
The Clean Garage - (AskDON)
Robo Advisors - (AskDON)
Listening Exercise - (AskDON)
Where Do I Begin? - (AskDON)
Consistent Communication - (AskDON)
Sticking With the Plan - (AskDON)
Conjure Up the Right Image - (AskDON)
Buying Decision Process - (AskDoN)
Robo-Advisors Are Not Your Enemy - (AskDoN)
Moving Past Unsuitable Clients - (AskDON)
Value Statement - (AskDON)
Custom Made Clothes (AskDON)
Prospecting Millenials - (AskDON)
Clients Need to Be Told All You Do for Them - (AskDON)
Pivoting From Chitchat to Business - (AskDON)
Should My Clients See That I Live Well - (AskDON)
What Is Branding and Why You Need One - (AskDON)
Wisdom Space - (AskDON)
A Perfect Time To Prospect - (AskDON)
Talk of Coronavirus Presents an Opportunity - (AskDON)
Bear Market Analogies - (AskDON)
No Bottom Fishing Allowed - (AskDON)
Build Your Story - (AskDON)
My Client Just Panicked and Sold Everything (Askdon)
If You Manage Your Own Money, You'll Never Get Good at Golf - (AskDON)
One Prescription For All Patients - (AskDON)
Do Not Abandon the Plan - (AskDON)
Speaking With Conviction (AskDON)
Have A Marketing Plan (AskDON)
A Baseball Analogy - (AskDON)
Don’t Lower Your Fees, Increase Your Value - (AskDON)
Building Trust With Clients - (AskDON)
Long-Term Greed - (AskDON)
An Analogy for Explaining Reg BI - (AskDON)
How Do I Fire A Client - (AskDON)
Become a Client Advocate - (AskDON)
Segue to the Close - (AskDON)
Testimonials - (AskDON)
Don't Get Fired By Your Clients' Children - (AskDON)
How Do I Get My Business Growth to Take Off - (AskDON)
Questions to Ask In the First Meeting - (AskDON)
Three Suggestions - (AskDON)
How Do I Ask For Referrals - (AskDON)
An ETF Analogy - (AskDON)
I Try Not to Get Discouraged - (AskDON)
Clients Are Better Off With Just One Advisor - (AskDON)
Two Analogies for Sticking With the Plan - (AskDON)
Preparing Clients for a Possible Recession - (AskDON)
Are the 2020s Like the 1980s? - (AskDON)
Marketing Plan - (AskDON)
Wealthy Families Often Deal With Several Advisors - (AskDON)
Niche Marketing - (AskDON)
Create A Sense of Urgency - (AskDON)
Value Proposition or Mission Statement - (AskDON)
Two Simple Analogies for Dollar Cost Averaging - (AskDON)
Fixed or Variable Annuity - (AskDON)
The Success Formula for Referrals - (AskDON)
Do-It-Yourselfers - (AskDON)
Getting People to Call You Back - (AskDON)
Weekly Focus - August 13, 2014 - "Could Your Presentation Be Better?"
Weekly Focus - February 1, 2023 - "Attract Prospects Who Are Searching for Answers"
Weekly Focus - July 28, 2013 - "I'm Not Cut Out for Greatness"
Weekly Focus - March 22, 2017 - "Stories Are Great Teaching Aids"
Weekly Focus - January 10, 2018 - "Prospect Small Business Owners"
Weekly Focus - April 5, 2017 - "Don't Try to Second Guess"
Weekly Focus - March 15, 2017 - "Not All Tasks Carry the Same Weight!"
Weekly Focus - March 1, 2017 - "How Many People Are Qualified to Manage Their Own Money?"
Weekly Focus - March 8, 2017 - "Ambiguity Is Exhausting!"
Weekly Focus - November 3, 2017 - "Commissions Today Are Very Competitive"
Weekly Focus - April 12, 2017 - "Success Breeds Success"
Weekly Focus - November 29, 2017 - "To Be Consistent Sounds Boring"
Weekly Focus - December 13, 2017 - "Ask the Right Questions"
Weekly Focus - July 19, 2017 - "Teach Yourself to Control Stress"
Weekly Focus - May 12, 2021 - "A Good Story Is Easy to Remember!"
Weekly Focus - April 19, 2023 - "Who Among Us Doesn't Seek Purpose in Our Lives?"
Weekly Focus - October 12, 2016 - "Most Portfolios Are NOT Properly Diversified!"
Weekly Focus - January 25, 2023 - "Replicate Your Best Clients!"
Weekly Focus - September 20, 2017 - "Networking is a Process, Not An Event"
Weekly Focus - August 10, 2022 - "Clients Will Not Forgive You For Failing to Communicate With Them"
Weekly Focus - November 16, 2022 - "Volatility Is Part of the Strategy!"
Weekly Focus - August 23, 2017 - "Take Your Leadership Role Seriously"
Weekly Focus - September 14, 2022 - "Activate the Right Side of the Brain"
Weekly Focus - June 21, 2017 - "Passion Is All About Doing"
Weekly Focus - August 14, 2013 - "Words of Wisdom"
Weekly Focus - March 8, 2023 - "Clients Want Personalized Advice"
Weekly Focus - January 31, 2018 - "Become Proactive"
Weekly Focus - February 1, 2017 - "Information Is Not Enough"
Weekly Focus - December 27, 2017 - "Become Accountable"
Weekly Focus - February 8, 2017 - "To Overpromise is to Underperform"
Weekly Focus - January 4, 2017 - "Listening is Polite"
Weekly Focus - April 12, 2023 - "Scale Your Work Ethic By Focusing On What You Love!"
Weekly Focus - July 14, 2021 - "Shift the Focus From You To Your Client"
Weekly Focus - January 17, 2018 - "Selling is Not a Dirty Word"
Weekly Focus - January 4, 2023 - "Poor Communication Skills Widen the Trust Gap"
Weekly Focus - August 30, 2017 - "Influence Clients With Great Stories"
Weekly Focus - December 21, 2016 - "Find Out What Motivates People"
Weekly Focus - September 9, 2015 - "Fear of Failure"
Weekly Focus - October 26, 2022 - "Invest in Education and Self- Development"
Weekly Focus - January 3, 2018 - "Don't Set Unrealistic Goals"
Weekly Focus - July 24, 2013 - "Make Sure You Prospect Every Day"
Weekly Focus - August 9, 2017 - "People Don't Buy What They Don't Understand"
Weekly Focus - July 10, 2013 - "Penny Wise, Pound Foolish"
Weekly Focus - July 17, 2013 - "Mastering the Job is Not Enough"
Weekly Focus - January 7, 2015 - "Keep Your Long-Term Focus"
Weekly Focus - August 24, 2022 - "Systemize the Client Experience"
Weekly Focus - August 16, 2017 - "Begin Working With Larger Clients"
Weekly Focus - November 8, 2023 - "Most Clients Don't Feel Engaged with Their Advisor"
Weekly Focus - October 11, 2023 - "Find the Right Mentor"
Weekly Focus - March 29, 2017 - "Do You Have a Problem Opening New Accounts?"
Weekly Focus - March 12, 2014 - "Recognize when it's time to move on"
Weekly Focus - July 3, 2019 - "Asking For Feedback Will Help You Improve How You Communicate"
Weekly Focus - June 26, 2019 - "Create a Vision of the Future"
Weekly Focus - January 24, 2018 - "Keep Clients Focused on the Long Term"
Weekly Focus - February 28, 2018 - "Be Different, Show You Care!"
Weekly Focus - May 19, 2021 - "Do Your Clients Expect Discounts?"
Weekly Focus - September 6, 2017 - "Empathize, Don't Sympathize"
Weekly Focus - September 13, 2017 - "Follow Protocol When Firing a Client"
Weekly Focus - November 8, 2017 - "Long Term Investors Ignore Pullbacks"
Weekly Focus - January 25, 2017 - "Make Your Goal to Set an Appointment Every Day"
Weekly Focus - December 5, 2017 - "Turn Mountains Into Molehills"
Weekly Focus - August 21, 2013 - "It Just Feels Good to Chase Near Term Performance"
Weekly Focus - October 4, 2017 - "Do What's Important First!"
Weekly Focus - October 18, 2017 - "Think About People You Can Help"
Weekly Focus - August 27, 2013 - "You Are the Last Line of Defense"
Weekly Focus - October 25, 2017 - "Objections Will Always Be Part of Your Job!"
Weekly Focus - September 4, 2013 - "The Price of Accomplishment "
Weekly Focus - September 13, 2013 - "The Right Path is Uphill"
Weekly Focus - September 27, 2017 - "Identity-based Trust is the Highest Level of Trust"
Weekly Focus - September 18, 2013 - "Keeping It Simple"
Weekly Focus - September 25, 2013 - "Decide for Yourself"
Weekly Focus - August 2, 2017 - "Focus On Your Strong Points"
Weekly Focus - October 2, 2013 - "Just Be THAT Much Better"
Weekly Focus - February 21, 2018 - "People Do Business With People They Like"
Weekly Focus - July 11, 2018 - "Keep Email Marketing Relevant"
Weekly Focus - May 16, 2018 - "Show Outstanding Customer Service By Listening"
Weekly Focus - May 23, 2018 - "People Don't Tend To Fire Their Friends"
Weekly Focus - June 13, 2018 - "Book Time To Prospect"
Weekly Focus - April 21, 2021 - "Simplify Your Speech"
Weekly Focus - June 27, 2018 - "Put Prospecting Time On a Calendar"
Weekly Focus - May 30, 2018 - "The Time To Invest Is Now!"
Weekly Focus - June 6, 2018 - "Pick the Bones of Client Relationships"
Weekly Focus - June 20, 2018 - "To Succeed in This Business, You Need to Stand Out"
Weekly Focus - July 4, 2018 - "Use the Good Times to Get Through the Tough Times"
Weekly Focus - October 9, 2013 - "I Need More Information"
Weekly Focus - October 16, 2013 - "The Right Tool for the Right Job"
Weekly Focus - March 6, 2018 - "Don't Lack Assertiveness in Uncertain Times!"
Weekly Focus - March 14, 2018 - "Earning Trust Takes Time"
Weekly Focus - October 23, 2013 - "Listen Up"
Weekly Focus - October 30, 2013 - "They'll fight over it when you're dead"
Weekly Focus - April 4, 2018 - "Volatility Is Not Risk!"
Weekly Focus - April 11, 2018 - "Make It A Rule To Stay On Track"
Weekly Focus - November 6, 2013 - "Do you consider yourself different from other Advisors?"
Weekly Focus - November 13, 2013 - "Fear of Failure"
Weekly Focus - December 12, 2018 - "Use Simple Stories"
Weekly Focus - March 23, 2022 - "Identify Which Tasks Are Urgent and Important"
Weekly Focus - November 20, 2013 - "Don't Keep People Guessing"
Weekly Focus - February 5, 2014 - "Time, the Great Equalizer"
Weekly Focus - July 24, 2019 - "Patience is the Key to Client Investment Success"
Weekly Focus - November 26, 2013 - "Perspective"
Weekly Focus - December 19, 2018 - "Don't Underestimate Smaller Clients"
Weekly Focus - December 4, 2013 - "Don't knock the competition"
Weekly Focus - January 2, 2019 - "Stay Motivated For Your Clients' Sake"
Weekly Focus - December 11, 2013 - "Hard work is not a prison sentence"
Weekly Focus - December 18, 2013 - "How Important Is Social Competence to a Financial Advisor?"
Weekly Focus - December 23, 2013 - "Is It Time to Try Something Different?"
Weekly Focus - August 31, 2022 - "Personalize Your Service"
Weekly Focus - January 2, 2014 - "Goal Setting"
Weekly Focus - January 8, 2014 - "How much are you liked and trusted?"
Weekly Focus - January 14, 2014 - "Practice for the Right Reasons"
Weekly Focus - January 22, 2014 - "Simple is Beautiful, Simplistic is Naive"
Weekly Focus - January 29, 2014 - "It's Okay to be Uncool"
Weekly Focus - January 16, 2019 - "Set Your Own Goals"
Weekly Focus - February 12, 2014 - "What's the difference between selling and marketing?"
Weekly Focus - February 19, 2014 - "Attitude"
Weekly Focus - July 10, 2019 - "Power Up Your Soft Skills"
Weekly Focus - July 18, 2019 - "Outwork Everybody Around You'"
Weekly Focus - February 26, 2014 - "Be Enthusiastic!"
Weekly Focus - January 30, 2019 - "Do You Find It Difficult To Ask For Referrals?"
Weekly Focus - February 6, 2019 - "Steer Clear of Self-sabotage"
Weekly Focus - March 5, 2014 - "Salesmanship"
Weekly Focus - February 13, 2019 - "Are Your Fees High Enough?"
Weekly Focus - March 19, 2014 - "I can't invest now because . . . "
Weekly Focus - March 26, 2014 - "Is your service less than exceptional?"
Weekly Focus - May 29, 2019 - "Build Healthy Relationships with Clients!"
Weekly Focus - June 5, 2019 - "Cut The Jargon If You Want To Be Memorable"
Weekly Focus - June 12, 2019 - "It's Your Job To Help Manage People's Behaviors"
Weekly Focus - June 19, 2019 - "Don't Be Impersonal!"
Weekly Focus - April 9, 2014 - "Be a Person of Action"
Weekly Focus - April 2, 2014 - "Align Your Priorities"
Weekly Focus - February 20, 2019 - "Let Prospects See What Kind of Person You Are!"
Weekly Focus - April 15, 2014 - "Keep to the Point!"
Weekly Focus - May 22, 2019 - "Smile Before You Dial!"
Weekly Focus - April, 23, 2014 - "Can you will yourself to greatness?"
Weekly Focus - April 30, 2014 - "Why is Greatness Reserved for So Few?"
Weekly Focus - February 27, 2019 - "Create Urgency and Interest With Prospects"
Weekly Focus - May 9, 2018 - "Visualization is a Valuable Tool For You!"
Weekly Focus - May 7, 2014 - "Excellence Is a Habit"
Weekly Focus - March 6, 2019 - "Keep Existing Clients Happy and Grow Your Client Base!"
Weekly Focus - May 14, 2014 - "What Should Advisors Be Practicing?"
Weekly Focus - May 1, 2019 - "The Springfield Story"
Weekly Focus - May 15, 2019 - "Structure Your Cold Calling Approach"
Weekly Focus - May 8, 2019 - "Let Clients Get To Know the Real You!"
Weekly Focus - May 21, 2014 - "Don't Let Corporate-Speak Kill You!"
Weekly Focus - April 17, 2019 - "Elite Advisors Think Like Business Owners"
Weekly Focus - April 3, 2019 - "Build Strong Relationships By Managing Client Expectations'"
Weekly Focus - March 27, 2019 - "Introduce Yourself to Strangers'"
Weekly Focus - March 13, 2019 - "Overcome 'Buyer Remorse'"
Weekly Focus - March 20, 2019 - "Survey Your Clients Regularly'"
Weekly Focus - June 18, 2014 - "Let the Sifting Begin"
Weekly Focus - April 24, 2019 - "Make Your Goals Achievable!"
Weekly Focus - June 11, 2014 - "Just Do It!"
Weekly Focus - January 18, 2017 - "Stand Apart from the Crowd"
Weekly Focus - January 11, 2017 - "Learn to Rephrase Questions"
Weekly Focus - May 31, 2017 - "Good Manners Are Scarce"
Weekly Focus - May 24, 2017 - "Persuasive People Are Charismatic"
Weekly Focus - November 9, 2022 - "Become a Master of Time"
Weekly Focus - June 7, 2017 - "There's Never A Convenient Time To Invest"
Weekly Focus - June 25, 2014 - "A Strong Referral Is The Best Way To Move Forward"
Weekly Focus - July 2, 2014 - "Why Good Stories Are So Important"
Weekly Focus - April 10, 2019 - "Procrastination Can Be Ruinous To Your Business'"
Weekly Focus - July 8, 2014 - "The 12" Ruler"
Weekly Focus - July 16, 2014 - "Everybody Tells You What To Do"
Weekly Focus - December 11, 2019 - "I Can't Afford the Fees"
Weekly Focus - December 18, 2019 - "Learn to Cope With the Fear of Rejection"
Weekly Focus - July 23, 2014 - "How To Stay On Track With Uncertainty In The Air"
Weekly Focus - July 30, 2014 - "Just A Reminder"
Weekly Focus - September 16, 2020 - "Form a Board of Advisors"
Weekly Focus - August 6, 2014 - "Would Your Practice Be Missed?"
Weekly Focus - August 20, 2014 - "What Is It About A Raconteur?"
Weekly Focus - August 27, 2014 - "Everything's Different. Nothing's Changed."
Weekly Focus - September 3, 2014 - "A Blinding Flash of the Obvious"
Weekly Focus - September 10, 2014 - "Financial Advisors Self-Sabotage"
Weekly Focus - September 17, 2014 - "How Much Practice Is Enough? "
Weekly Focus - September 24, 2014 - "Interpersonal Skills "
Weekly Focus - October 1, 2014 - "What do you do when the competition is as smart as you are?"
Weekly Focus - October 8, 2014 - "Don't Worry About Things You Can't Control"
Weekly Focus - October 11, 2017 - "Promote Your Ideas and Not Yourself"
Weekly Focus - June 14, 2017 - "Be Firm In Your Resolve"
Weekly Focus - October 15, 2014 - "Does the Typical FA Make a Big Enough Difference? "
Weekly Focus - October 22, 2014 - "The Curse of the Bell Curve "
Weekly Focus - October 29, 2014 - "If You Don't Ask, You Can't Be Rejected "
Weekly Focus - November 5, 2014 - "It's Time to Reaffirm the Trust"
Weekly Focus - December 28, 2022 - "Personalize Your Client Relationships!'"
Weekly Focus - November 12, 2014 - "Talking to Your Cat"
Weekly Focus - November 19, 2014 - "Being a Blue-Collar Worker In a White-Collar World"
Weekly Focus - November 26, 2014 - "The "IT" Factor"
Weekly Focus - April 18, 2018 - "You Need To Understand the Big Picture"
Weekly Focus - December 3, 2014 - "Find the Time"
Weekly Focus - December 10, 2014 - "So You Want to Gather More Assets?"
Weekly Focus - December 17, 2014 - "How Important is Charisma?"
Weekly Focus - December 24, 2014 - "It's Time to Close the Book on 2014"
Weekly Focus - December 31, 2014 - "The Need to Simplify Your Story"
Weekly Focus - July 26, 2017 - "Why Are We Misunderstood?"
Weekly Focus - May 17, 2017 - "Focus on Your Client's Goals"
Weekly Focus - May 10, 2017 - "Decide Your Message Before You Speak"
Weekly Focus - May 3, 2017 - "Humor Offsets Stress"
Weekly Focus - January 14, 2015 - "Why Good Stories Are So Important "
Weekly Focus - February 15, 2017 - "Make Asking for a Commitment a Goal"
Weekly Focus - January 21, 2015 - "So You Want to Gather More Assets? "
Weekly Focus - January 28, 2015 - "Advisors Must Learn to Tell Stories"
Weekly Focus - February 4, 2015 - "Competitive Advantage"
Weekly Focus - February 11, 2015 - "My Pet Phrase is 'Repeatable Process'"
Weekly Focus - February 18, 2015 - "Becoming the Trusted Family Advisor'"
Weekly Focus - April 25, 2018 - "Tell Them a Story About You!"
Weekly Focus - February 25, 2015 - "The Gift of Confidence'"
Weekly Focus - March 4, 2015 - "Why is keeping it simple so difficult?"
Weekly Focus - March 11, 2015 - "Help Your Clients Understand By Making the Unfamiliar Familiar"
Weekly Focus - March 18, 2015 - "Guide Your Clients Away From Bad Investment Decisions"
Weekly Focus - March 25, 2015 - "Is it necessary to compete on price?"
Weekly Focus - April 1, 2015 - "Rise Above Mediocrity"
Weekly Focus - April 8, 2015 - "The Need for a Vision Story"
Weekly Focus - April 15, 2015 - "Create the Right Plan"
Weekly Focus - April 22, 2015 - "The Formula For Successful Investing"
Weekly Focus - April 29, 2015 - "How Much Tenacity Does It Take To Become Successful?"
Weekly Focus - May 6, 2015 - "Get a Good Idea and Dog It!"
Weekly Focus - May 12, 2015 - "Just How Good a Financial Advisor Are You Expected to Be?"
Weekly Focus - May 20, 2015 - "Are Full-Service Advisors Losing Traction?"
Weekly Focus - May 27, 2015 - "You and the discounters inhabit two different universes!"
Weekly Focus - June 10, 2015 - "Mastering the Job is Not Enough"
Weekly Focus - June 3, 2015 - "Penny Wise, Pound Foolish"
Weekly Focus - June 17, 2015 - "This Is One Task You Cannot Delegate"
Weekly Focus - June 24, 2015 - "Words of Wisdom"
Weekly Focus - July 1, 2015 - "You Are the Last Line of Defense"
Weekly Focus - July 8, 2015 - "The Price of Accomplishment"
Weekly Focus - July 15, 2015 - "The Right Path is Uphill"
Weekly Focus - July 22, 2015 - "Keeping It Simple"
Weekly Focus - August 12, 2015 - "The Right Tool for the Right Job"
Weekly Focus - July 29, 2015 - "Decide for Yourself"
Weekly Focus - August 5, 2015 - "Just Be That Much Better!"
Weekly Focus - February 22, 2023 - "Patience & Resilience Will Help You to Achieve Your Goals"
Weekly Focus - August 19, 2015 - "Listen Up!"
Weekly Focus - June 28, 2017 - "Persistence and Patience Are in Short Supply"
Weekly Focus - August 26, 2015 - "They'll Fight Over It When You're Gone"
Weekly Focus - September 2, 2015 - "Do You Consider Yourself Different From Other Advisors?"
Weekly Focus - February 22, 2017 - "Get Your Message Across Succinctly"
Weekly Focus - September 16, 2015 - "Don't Keep People Guessing"
Weekly Focus - September 23, 2015 - "Perspective"
Weekly Focus - July 12, 2023 - "Hold Client Appreciation Events"
Weekly Focus - September 30, 2015 - "Don't Knock the Competition"
Weekly Focus - June 4, 2014 - "Take a Tip from a Pro"
Weekly Focus - May 28, 2014 - "There Is No Silver Bullet for Prospecting"
Weekly Focus - October 7, 2015 - "Hard Work is Not a Prison Sentence!"
Weekly Focus - February 7, 2018 - "Get Clients to Act Now"
Weekly Focus - October 14, 2015 - "How Important is Social Competence to a Financial Advisor? "
Weekly Focus - October 21, 2015 - "How Much Are You Liked and Trusted?"
Weekly Focus - October 28, 2015 - "Simple is Beautiful; Simplistic is Naive"
Weekly Focus - November 4, 2015 - "What's the Difference Between Selling and Marketing?"
Weekly Focus - November 11, 2015 - "Attitude"
Weekly Focus - November 18, 2015 - "Be Enthusiastic!"
Weekly Focus - November 25, 2015 - "Salesmanship"
Weekly Focus - December 2, 2015 - "Recognize When It's Time To Move On"
Weekly Focus - December 9, 2015 - "I Can't Invest Now Because..."
Weekly Focus - December 16, 2015 - "Is Your Service Less Than Exceptional?"
Weekly Focus - December 23, 2015 - "Align Your Priorities"
Weekly Focus - December 30, 2015 - "Is It Time To Try Something Different?"
Weekly Focus - January 6, 2016 - "Goal Setting"
Weekly Focus - March 28, 2018 - "Dare To Be Different"
Weekly Focus - January 13, 2016 - "Be a Person of Action"
Weekly Focus - March 29, 2023 - "Elite Advisors Take Learning to the Next Level"
Weekly Focus - November 22, 2017 - "What's Your Strategy for Retaining Clients?"
Weekly Focus - January 20, 2016 - "Keep to the Point!"
Weekly Focus - January 27, 2016 - "Can You Will Yourself to Greatness?"
Weekly Focus - February 3, 2016 - "Why is Greatness Reserved for So Few?"
Weekly Focus - February 10, 2016 - "Excellence is a Habit"
Weekly Focus - February 17, 2016 - "What Should Advisors Be Practicing?"
Weekly Focus - March 2, 2016 - "There is No Silver Bullet for Prospecting"
Weekly Focus - February 24, 2016 - "Don't Let Corporate-Speak Kill You!"
Weekly Focus - March 9, 2016 - "Take a Tip From a Pro"
Weekly Focus - March 16, 2016 - "Just Do It!"
Weekly Focus - April 6, 2016 - "A Strong Referral Is The Best Way To Move Forward"
Weekly Focus - March 23, 2016 - "Good Service Comes With a Price"
Weekly Focus - March 30, 2016 - "Let the Sifting Begin"
Weekly Focus - April 13, 2016 - "Why Good Stories Are So Important"
Weekly Focus - April 20, 2016 - "The 12" Ruler"
Weekly Focus - August 21, 2019 - "Be A Gentle Bully!"
Weekly Focus - April 27, 2016 - "Everybody Tells You What To Do"
Weekly Focus - May 4, 2016 - "How To Stay On Track With Uncertainty In The Air "
Weekly Focus - May 11, 2016 - "Just a Reminder"
Weekly Focus - March 21, 2018 - "Do You Stick to the Basics?"
Weekly Focus - May 18, 2016 - "Would Your Practice Be Missed?"
Weekly Focus - May 25, 2016 - "Could Your Presentation Be Better? "
Weekly Focus - June 1, 2016 - "What Is It About A Raconteur?"
Weekly Focus - June 8, 2016 - "Everything's Different. Nothing's Changed."
Weekly Focus - June 15, 2016 - "A Blinding Flash of the Obvious"
Weekly Focus - June 22, 2016 - "Financial Advisors Self-Sabotage"
Weekly Focus - June 29, 2016 - "How Much Practice Is Enough?"
Weekly Focus - July 6, 2016 - "Interpersonal Skills"
Weekly Focus - July 13, 2016 - "What Do You Do When The Competition Is As Smart As You Are?"
Weekly Focus - July 20, 2016 - "Don't Worry About Things You Can't Control"
Weekly Focus - July 7, 2017 - "Simple Stories Are Short Stories"
Weekly Focus - July 27, 2016 - "Does the Typical FA Make a Big Enough Difference?"
Weekly Focus - August 3, 2016 - "The Curse of the Bell Curve"
Weekly Focus - August 10, 2016 - "Closing Involves More Than Just Asking For The Order!"
Weekly Focus - August 17, 2016 - "Trust is the Fundamental Base of Any Relationship!"
Weekly Focus - August 24, 2016 - "Invest When It Hurts the Most!"
Weekly Focus - May 2, 2018 - "Why Is It You Do What You Do?"
Weekly Focus - September 7, 2016 - You Need "Descriptive Knowledge"
Weekly Focus - September 14, 2016 - "Prioritize the Demands on Your Time"
Weekly Focus - August 31, 2016 - "Explain That Volatility is a Good Thing"
Weekly Focus - September 21, 2016 - "Emulate the Biggest Producer You Know!"
Weekly Focus - September 28, 2016 - "Charisma is Influence!"
Weekly Focus - October 5, 2016 - "Identify Your Target Markets"
Weekly Focus - October 19, 2016 - "Every Presentation is Opening Night"
Weekly Focus - October 26, 2016 - "Do Your Clients NEED You?"
Weekly Focus - November 2, 2016 - "Nothing Happens Without an Appointment!"
Weekly Focus - November 9, 2016 - "Nobody is Right All the Time"
Weekly Focus - November 16, 2016 - "Clients Are Transfixed With the Process"
Weekly Focus - November 23, 2016 - "You're in the Advice Business"
Weekly Focus - November 30, 2016 - "Friends Seldom Fire Friends"
Weekly Focus - December 14, 2016 - "Hone Your Relationship Building Skills"
Weekly Focus - December 28, 2016 - "Clients Will Focus Where You Focus"
Weekly Focus - December 7, 2016 - "Don't Let Your Emotions Get in the Way"
Weekly Focus - December 20, 2017 - "Stories Make Your Message Engaging"
Weekly Focus - February 14, 2018 - "Are You Afraid of Being Wrong?"
Weekly Focus - July 18, 2018 - "Personalize Your Service By Showing You Care"
Weekly Focus - July 25, 2018 - "Referrals Are Integral To Growing Your Business!"
Weekly Focus - August 1, 2018 - "Should Clients Have All Their Assets With One Broker?"
Weekly Focus - August 8, 2018 - "Hold Yourself Accountable"
Weekly Focus - August 15, 2018 - "Have a Vision"
Weekly Focus - August 22, 2018 - "Having a Repeatable Process Will Simplify Your Life"
Weekly Focus - August 29, 2018 - "Who's YOUR Ideal Client?"
Weekly Focus - September 5, 2018 - "Confront Your Fears!"
Weekly Focus - September 12, 2018 - "Help Others To Achieve Their Financial Goals"
Weekly Focus - September 19, 2018 - "Find A Niche!"
Weekly Focus - September 26, 2018 - "Learn How To Convert Prospects"
Weekly Focus - October 3, 2018 - "Get the Basics Right!"
Weekly Focus - October 10, 2018 - "Understand Your Clients' Attitude To Risk"
Weekly Focus - October 17, 2018 - "You Will Face Only 3 Objections!"
Weekly Focus - October 24, 2018 - "Contrast - Don't Compare!"
Weekly Focus - October 31, 2018 - "Play A Part In Your Clients' Lives"
Weekly Focus - November 7, 2018 - "Reveal Your Character"
Weekly Focus - November 21, 2018 - "Create An Ideal Client Profile"
Weekly Focus - November 28, 2018 - "Delegate and Dedicate Yourself to What's Important"
Weekly Focus - December 5, 2018 - "The Success of Any Business Is In The Follow Up"
Weekly Focus - January 9, 2019 - "Don't Fear Rejection!"
Weekly Focus - December 26, 2018 - "Making It Simple Has 2 Major Advantages"
Weekly Focus - January 23, 2019 - "Can You Articulate What You Do?"
Weekly Focus - August 7, 2019 - "Be Passionate About Your Clients' Goals"
Weekly Focus - August 14, 2019 - "Avoid the Trap of Role Reversal"
Weekly Focus - August 28, 2019 - "Care More Than People Expect You To Care"
Weekly Focus - September 4, 2019 - "Create An Ideal Client Profile"
Weekly Focus - September 11, 2019 - "Step Out of Your Comfort Zone"
Weekly Focus - September 18, 2019 - "Introduce Yourself To New People Daily"
Weekly Focus - September 25, 2019 - "Challenge Yourself To Become More Charismatic"
Weekly Focus - October 2, 2019 - "Focus On the Payoff Down the Road"
Weekly Focus - October 9, 2019 - "Ask For Feedback!"
Weekly Focus - October 16, 2019 - "It's the Little Things That Show You Care!"
Weekly Focus - October 23, 2019 - "Always Be Prepared For "What Ifs""
Weekly Focus - October 30, 2019 - "Delegate Routine Tasks"
Weekly Focus - November 6, 2019 - "Stop Getting Distracted"
Weekly Focus - November 13, 2019 - "Don't Apologize For Asking For the Order"
Weekly Focus - November 20, 2019 - "Client "VIP Treatment" Comes at a Cost!"
Weekly Focus - November 27, 2019 - "Prevent Future Problems By Not Overpromising"
Weekly Focus - December 4, 2019 - "Develop the Habit of Excellence"
Weekly Focus - December 25, 2019 - "Identify Your Strengths and Weaknesses"
Weekly Focus - January 1, 2020 - "What May Be On A Prospect's Mind?"
Weekly Focus - January 8, 2020 - "Prospect Rather Than Procrastinate!"
Weekly Focus - January 15, 2020 - "Provide the Type of Service People Talk About"
Weekly Focus - January 22, 2020 - "Help Clients Understand Their Goals"
Weekly Focus - January 29, 2020 - "Let The Mask Drop"
Weekly Focus - February 5, 2020 - "Become An Integral Part of Your Clients' Lives"
Weekly Focus - February 12, 2020 - "You Are the Antidote to Your Clients' Fears"
Weekly Focus - February 19, 2020 - "Don't Disappear When the Market is Volatile"
Weekly Focus - February 26, 2020 - "Some Prospects Are Not Worth Spending Time On"
Weekly Focus - March 4, 2020 - "Get Fully Onboard With Your Clients' Goals"
Weekly Focus - March 11, 2020 - "Reveal Your Caring Side"
Weekly Focus - March 18, 2020 - "Keep Track of How You Spend Your Day"
Weekly Focus - March 25, 2020 - "Don't Talk More Than You Listen"
Weekly Focus - April 1, 2020 - "Volatility Is NOT the Enemy!"
Weekly Focus - April 8, 2020 - "Be the 'Go To' Advisor in Prospects' Niche"
Weekly Focus - April 15, 2020 - "Make Sure You're Paid What You're Worth"
Weekly Focus - April 22, 2020 - "Successful Advisors Don't Become Successful By Accident "
Weekly Focus - September 7, 2022 - "You Can't Get Referrals If You're Not Referrable!"
Weekly Focus - April 29, 2020 - "Maybe You're Just A Bad Match"
Weekly Focus - May 6, 2020 - "Bring the Nature of Volatility Home"
Weekly Focus - May 13, 2020 - "Be Honest & Seek An Objective Opinion"
Weekly Focus - May 20, 2020 - "Get Across That Investing is a Long-term Game"
Weekly Focus - May 27, 2020 - "Develop An Ideal Client Profile"
Weekly Focus - June 3, 2020 - "Explain the Nature of Volatility"
Weekly Focus - June 10, 2020 - "Track Your Time to Work More Efficiently"
Weekly Focus - June 17, 2020 - "How Can You Better Serve Widows?"
Weekly Focus - June 24, 2020 - "Focus On Your Presentation"
Weekly Focus - July 1, 2020 - "Breaking Up Is Hard To Do"
Weekly Focus - July 8, 2020 - "Everyone Is Wrong From Time to Time!"
Weekly Focus - July 15, 2020 - "It's Only Normal to Want to Escape Danger!"
Weekly Focus - July 22, 2020 - "What Differentiates You From the Competition?"
Weekly Focus - July 29, 2020 - "Do You Know How Your Clients Will React in the Face of Market Volatility?"
Weekly Focus - August 5, 2020 - "It's Impossible to Time the Markets"
Weekly Focus - August 12, 2020 - "Become an Effective Communicator"
Weekly Focus - August 19, 2020 - "Remember Non-verbal Communication"
Weekly Focus - August 26, 2020 - "Keep Clients' Focus on the Long-term"
Weekly Focus - September 2, 2020 - "Keep Your Stories Short and Simple"
Weekly Focus - September 9, 2020 - "Seeking Out New Clients Must Become Your Priority"
Weekly Focus - September 23, 2020 - "Find a Mentor"
Weekly Focus - September 30, 2020 - "Don't Become Distracted!"
Weekly Focus - October 7, 2020 - "Develop a Consistent Referral Strategy"
Weekly Focus - October 14, 2020 - "Know How to Create Urgency"
Weekly Focus - October 21, 2020 - "Connect with Clients on an Emotional Level"
Weekly Focus - October 28, 2020 - "Why Are You in This Business?"
Weekly Focus - November 4, 2020 - "Articulate Your Value To Clients"
Weekly Focus - November 11, 2020 - "Accountability Can Reinvigorate Your Career"
Weekly Focus - November 18, 2020 - "Let Go of Clients You Don't Enjoy Working With"
Weekly Focus - November 25, 2020 - "Do You 'Prepare' To Prospect Rather Than Actually Doing It?"
Weekly Focus - December 2, 2020 - "Acquire New Clients from Existing Ones"
Weekly Focus - December 9, 2020 - "Converting Prospects Into Clients"
Weekly Focus - December 16, 2020 - "There Are Many Ways To Generate Leads!"
Weekly Focus - December 23, 2020 - "Prepare Analogies Explaining Market Volatility"
Weekly Focus - December 30, 2020 - "Be On the Same Page As Your Clients"
Weekly Focus - January 6, 2021 - "Keep Your Business Plan Simple & Set Achievable Goals"
Weekly Focus - January 13, 2021 - "Set Up An Effective Client Retention Program"
Weekly Focus - January 20, 2021 - "What's the Difference Between 'Servicing' and 'Service'?"
Weekly Focus - January 27, 2021 - "Enthusiasm Slips With Familiarity!"
Weekly Focus - February 3, 2021 - "Don't Get Away From the Basic Tenets of Trustworthiness"
Weekly Focus - February 10, 2021 - "It's All In Your Delivery!"
Weekly Focus - February 17, 2021 - "Give Clients Peace of Mind"
Weekly Focus - February 24, 2021 - "People Love the Sound of a Calm Voice"
Weekly Focus - June 2, 2021 - "Are Fees a Reflection of Our Culture?"
Weekly Focus - March 3, 2021 - "People Don't Buy What They Don't Understand!"
Weekly Focus - March 10, 2021 - "Down In Price Doesn't Mean Down In Value"
Weekly Focus - March 17, 2021 - "Personalized Service Is All About Adding Value"
Weekly Focus - March 24, 2021 - "Make Sure You Know How Your Client Thinks!"
Weekly Focus - June 9, 2021 - "Ask Your Clients What's Missing"
Weekly Focus - March 31, 2021 - "The Purchase Decision Is the Go-Ahead"
Weekly Focus - April 7, 2021 - "Know What Suspicions People Might Have"
Weekly Focus - June 16, 2021 - "Are You Managing the Basics of Client Relationships?"
Weekly Focus - April 14, 2021 - "Speak With Passion"
Weekly Focus - April 28, 2021 - "Expand Your Vocabulary So That You Can Say Less"
Weekly Focus - May 5, 2021 - "Don't Take Client Relationships for Granted"
Weekly Focus - May 26, 2021 - "Adapt or Die!"
Weekly Focus - June 23, 2021 - "You Have Been Blessed With Both Hard and Soft Skills"
Weekly Focus - June 30, 2021 - "Acquire New Clients From Existing Ones"
Weekly Focus - July 7, 2021 - "Differentiate Yourself By Being the Most Caring Advisor"
Weekly Focus - July 21, 2021 - "Nothing Is More Compelling Than A Personal Touch!"
Weekly Focus - July 28, 2021 - "Financial Success Is a Function of Delayed Gratification"
Weekly Focus - August 4, 2021 - "Get Involved In All Aspects Of Your Clients' Lives"
Weekly Focus - August 11, 2021 - "Don't Fail To Create Urgency"
Weekly Focus - August 18, 2021 - "Articulate Your Value At Your First Meeting"
Weekly Focus - August 26, 2021 - "Let Your Personality Shine Through!"
Weekly Focus - September 1, 2021 - "Make It Clear What You Add To Your Clients' Lives"
Weekly Focus - September 8, 2021 - "Pin Down What's Unique About You"
Weekly Focus - September 15, 2021 - "Don't Lose Momentum as It's Tough to Regain!"
Weekly Focus - September 22, 2021 - "Clients Want What Your Products Can Do for Them!"
Weekly Focus - September 29, 2021 - "We Spend Too Much Time Getting Ready To Get Ready!"
Weekly Focus - October 6, 2021 - "You Make Your Fees Worth It!"
Weekly Focus - October 13, 2021 - "Forge a Personal Connection"
Weekly Focus - October 20, 2021 - "Only Do What Only YOU Can Do!"
Weekly Focus - October 27, 2021 - "Facts May Persuade, But They Don't Motivate!"
Weekly Focus - November 3, 2021 - "Create An Ideal Client Profile"
Weekly Focus - November 10, 2021 - "Focus On Your High Payoff Activities"
Weekly Focus - November 17, 2021 - "Storytelling Is a Social Skill"
Weekly Focus - November 24, 2021 - "Silence Is Uncomfortable!"
Weekly Focus - December 1, 2021 - "Did You Ask for a Commitment?"
Weekly Focus - December 8, 2021 - "Make the Complex Simple!"
Weekly Focus - December 15, 2021 - "You Influence and Persuade for a Living"
Weekly Focus - December 22, 2021 - "Do You Have a Hard Time With Bear Markets?"
Weekly Focus - December 29, 2021 - "People Want to Hear YOUR Story"
Weekly Focus - January 5, 2022 - "Ask Great Questions, Then Sit Back and Listen!"
Weekly Focus - January 12, 2022 - "Establish Trust by Your Behavior"
Weekly Focus - January 19, 2022 - "High Volatility Is Here to Stay"
Weekly Focus - January 26, 2022 - "Prospect Every Day; Your Future Depends on It!"
Weekly Focus - February 2, 2022 - "Lack of Communication Ends Relationships"
Weekly Focus - February 9, 2022 - "If You Want to Lose Clients, Ignore Them"
Weekly Focus - February 16, 2022 - "Have Clients Focus on the Outcome vs the Experience"
Weekly Focus - February 23, 2022 - "I Have Never Met a Successful Pessimist"
Weekly Focus - March 2, 2022 - "Financial Advisors Are Accountability Coaches"
Weekly Focus - March 9, 2022 - "The Bull Market Tide Is Out for the Time Being"
Weekly Focus - March 16, 2022 - "In This 'Virtual' World, Trust Is Key!"
Weekly Focus - March 30, 2022 - "What Do You Want To Be Known For?"
Weekly Focus - April 6, 2022 - "Getting to the Next Level Is Not a Matter of Talent"
Weekly Focus - April 13, 2022 - "Our Goal Should Be to Make Ourselves Priceless"
Weekly Focus - April 20, 2022 - "There Will Never Be A Perfect Time To Start Investing!"
Weekly Focus - April 27, 2022 - "Emotionally Connect to Clients"
Weekly Focus - May 4, 2022 - "Use Analogies to Help Clients Understand Volatility"
Weekly Focus - May 11, 2022 - "Grab Your Time by the Horns!"
Weekly Focus - May 18, 2022 - "It's Possible to Actively Embrace Daunting Tasks"
Weekly Focus - May 25, 2022 - "Learn to Love Prospecting!"
Weekly Focus - June 1, 2022 - "Don't Fear the Competition!"
Weekly Focus - June 8, 2022 - "Create an Ideal Client Profile"
Weekly Focus - June 15, 2022 - "Remember to Focus YOUR Business on Long-Term Growth!"
Weekly Focus - June 22, 2022 - "Why Investors Fail"
Weekly Focus - June 29, 2022 - "Your Products Do NOT Make You Different"
Weekly Focus - July 6, 2022 - "Ensure Clients Understand the Nature of Volatility"
Weekly Focus - July 13, 2022 - "Focus on a Niche"
Weekly Focus - July 20, 2022 - "Keep Track of Statistics"
Weekly Focus - July 27, 2022 - "Trust Is Established by Our Behavior Over Time"
Weekly Focus - August 3, 2022 - "Creative Ways to Follow-up With Prospects"
Weekly Focus - August 17, 2022 - "Focus on the Overall Client Experience"
Weekly Focus - September 21, 2022 - "Overcoming Irrational Pessimism"
Weekly Focus - September 28, 2022 - "Rationality Beats Emotion!"
Weekly Focus - October 5, 2022 - "Tell a 'Whom I've Helped' Story"
Weekly Focus - October 12, 2022 - "Tell a Story to Build Trust"
Weekly Focus - October 19, 2022 - "Teach the Importance of Having a Long Term Vision"
Weekly Focus - November 2, 2022 - "Your Personal Story Will Lead to "Top of Mind" Awareness"
Weekly Focus - November 23, 2022 - "Put Market Corrections into a Historical Perspective"
Weekly Focus - November 30, 2022 - "Remember What Clients Need from Their Financial Advisor"
Weekly Focus - January 18, 2023 - "The Power of Storytelling"
Weekly Focus - December 7, 2022 - "Keep Clients Focused on What Is Knowable!"
Weekly Focus - December 14, 2022 - "You've Gotta Be Counterintuitive!"
Weekly Focus - December 21, 2022 - "Think vs. 'Feel'"
Weekly Focus - January 11, 2023 - "Assure Clients That Volatility Is Part of the Strategy"
Weekly Focus - February 8, 2023 - "Connect with Prospects Who Are in the Middle of a Life Change"
Weekly Focus - February 15, 2023 - "Set Clearly Defined Goals"
Weekly Focus - March 1, 2023 - "Don't Be Afraid to Change Course"
Weekly Focus - March 15, 2023 - "Create a Specialized Expertise"
Weekly Focus - March 22, 2023 - "Clients Need an Investment Coach"
Weekly Focus - April 5, 2023 - "Elite Advisors Have Outstanding Work Ethics"
Weekly Focus - April 26, 2023 - "Stir Up Clients' Emotions!"
Weekly Focus - May 3, 2023 - "Getting to the Real 'Why'"
Weekly Focus - May 10, 2023 - "Feature, Benefit, Results!"
Weekly Focus - May 17, 2023 - "Get to the Prospect's Desire"
Weekly Focus - May 24, 2023 - "Show Your Clients You Care!"
Weekly Focus - May 31, 2023 - "Create an Exceptional Client Experience"
Weekly Focus - June 7, 2023 - "Stay Laser-Focused on Your Clients' Goals"
Weekly Focus - June 14, 2023 - "Be a Coach!"
Weekly Focus - June 21, 2023 - "You Must Constantly Work at Getting Better!"
Weekly Focus - June 28, 2023 - "Your Unique Position as a Financial Advisor"
Weekly Focus - July 5, 2023 - "Create a Better Than Average Client Experience"
Weekly Focus - July 19, 2023 - "Join the Community of Advisors"
Weekly Focus - July 26, 2023 - "A Win-Win Marketing Idea"
Weekly Focus - August 2, 2023 - "Be Forward Focused"
Weekly Focus - August 9, 2023 - "Don't Be Apologetic When Asking for Referrals"
Weekly Focus - August 16, 2023 - "Mail Is a Complement to Digital Campaigns"
Weekly Focus - August 23, 2023 - "Prepare Your Clients for Life's 'What Ifs'"
Weekly Focus - August 30, 2023 - "Don't Be Afraid to Change Course"
Weekly Focus - September 6, 2023 - "Elite Advisors Take Learning to the Next Level"
Weekly Focus - September 13, 2023 - "Strive to Become a Thought Leader"
Weekly Focus - September 20, 2023 - "Understand What Your Clients Really Want!"
Weekly Focus - September 27, 2023 - "Specialize and Go Niche"
Weekly Focus - October 4, 2023 - "Engage Your Prospects Before You Call Them"
Weekly Focus - October 18, 2023 - "Expand Your Capacity with an Associate Advisor"
Weekly Focus - October 25, 2023 - "Create a Memorable Client Experience"
Weekly Focus - November 1, 2023 - "Go Get an Appointment"
Weekly Focus - November 15, 2023 - "Client Communications Must Be Your Highest Priority"
Weekly Focus - November 22, 2023 - "Your Only Objective Is to Make a Favorable First Impression"
Weekly Focus - November 29, 2023 - "Proactively Listen!"
Don With Jeff Gebaur
Don With Jorge Alarcon
Don With Chris Hennessey, C.P.A.
Don With Jim Rohrbach: Part Two
Don With Frank Casey: Part Five
Don With Jack Broyles
Don With Frank Casey: Footnote
Don With Frank Casey: Part Four
Don With Frank Casey: Part Three
Don With Frank Casey: Part Two
Don With Frank Casey: Part One
Don With EJ Long
Don With Ike Devji
Don With Jeff Christenson
Don With Ronni Burns
Don With Marvin Brown
Don With Mark Zinder, Sales Guru
Don With Jim Rohrbach: Part One
Don With Steve Scherbarth, RBC: Doing Business Post-Meltdown
Don WIth Mark Dick: The Perfect Spin for Approaching New Prospects in the Best Light
Don With Mike Morrow
Don With Bill Bachrach, Part Three
Don With Bill Bachrach, Part Two
Don With Bill Bachrach, Part One
Don With Mark Kaizerman
Don With Frank Maselli
Don With Ed Harris
Don With Tim Landry
Don With Alan Parisse
Don With Steve Scherbarth, RBC: Eight Best Practices
Don With Don Schofield, Ameriprise Financial
Don With Scott Cooper, Economic Concepts
Don With Mark Dick, AG Edwards: The Secrets of His Success
Don With Rob Shore
Don With Kim Ann Curtin
Don With Al Varano
Don With Bryan Sweet
Don With Russell Collins
Don With Adam Rubentstein
Don With Kevin Sullivan
Don's Monthly Newsletter: "How Much Tenacity Does It Take To Become A Successful Financial Advisor?" - August 2014
Don's Monthly Newsletter: "Think Like a CEO" - February 2017
Don's Monthly Newsletter: "Think Like a CEO" - February 2017 (AUDIO)
Don's Monthly Newsletter: "The Basics of Relationship Management" - April 2017 (AUDIO)
Don's Monthly Newsletter: "How Much Practice Is Enough?" - July 2013
Don's Monthly Newsletter: "The Basics of Relationship Management" - April 2017
Don's Monthly Newsletter: "Stop Your Clients From Fixating On Fees" - January 2017
Don's Monthly Newsletter - Successful Financial Advisors: The ‘IT’ Factor - October 2012 (AUDIO)
Don's Monthly Newsletter: Is Buy and Hold Dead, Never to Return Again? September 2012
Don's Monthly Newsletter - "Somebody Else Will" - August 2012 (AUDIO)
Don's Monthly Newsletter: "Embrace the Difficulty of Breaking Through to the Next Level" - July 2017 (AUDIO)
Don's Monthly Newsletter: "Momentum Is Lost When Things Don't Go According to Plan" - December 2017
Don's Monthly Newsletter: "You're Already a Storyteller. Now Get Better at It" - October 2017 (AUDIO)
Don's Monthly Newsletter: "We're Getting Away from the Basics" - May 2017 (AUDIO)
Don's Monthly Newsletter: Distinguishing Yourself in Today's Marketplace - April 2011
Don's Monthly Newsletter - Successful Financial Advisors: The ‘IT’ Factor - October 2012
Don's Monthly Newsletter: TMI - June 2011
Don's Monthly Newsletter: How Badly Do You Want It? - July 2011
Don's Monthly Newsletter: "Would Your Practice Be Missed?" - March 2012 (Audio)
Don's Monthly Newsletter: "Could Your Presentation Be Better?" - April 2012
Don's Monthly Newsletter: "It's Time to Simplify" - August 2011
Don's Monthly Newsletter: "Yes, We're Trained, but Are We Trained in the Right Areas?" - August 2017
Don's Monthly Newsletter: "How Much Practice Is Enough?" - July 2013 (AUDIO)
Don's Monthly Newsletter: "How To Stay On Track When There Is Uncertainty In The Air" - September 2011
Don's Monthly Newsletter: "Momentum Is Lost When Things Don't Go According to Plan" - December 2017 (AUDIO)
Don's Monthly Newsletter: "It's Time to Reaffirm the Trust" - November 2011
Don's Monthly Newsletter: "How To Stay On Track When There Is Uncertainty In The Air" - September 2011 (AUDIO)
Don's Monthly Newsletter: "It's Time to Simplify" - August 2011 (AUDIO)
Don's Monthly Newsletter: "Does the typical Financial Advisor make a big enough difference?" - November 2013
Don's Monthly Newsletter: "It's Time to Reaffirm the Trust" - November 2011 (AUDIO)
Don's Monthly Newsletter: "Make 2012 The Year Of The Relationship" - December 2011
Don's Monthly Newsletter: "Why Good Stories Are So Important" - January 2012
Don's Monthly Newsletter - "Why Good Stories Are So Important" - January 2012 (Audio)
Don's Monthly Newsletter: "Would Your Practice Be Missed?" - March 2012
Don's Monthly Newsletter - "Make 2012 the Year of the Relationship" - December 2011 (Audio)
Don's Monthly Newsletter: "Just A Reminder" - February 2012
Don's Monthly Newsletter: "Could Your Presentation Be Better?" - April 2012 - (AUDIO)
Don's Monthly Newsletter: "What Clients Need to Know" - June 2017 (AUDIO)
Don's Monthly Newsletter: "Become a Master of Exclusion" - June 2019 (AUDIO)
Don's Monthly Newsletter: "Doing the Right Things" - May 2012 (AUDIO)
Don's Monthly Newsletter: "Doing the Right Things" - May 2012
Don's Monthly Newsletter: "Something is lacking and it's not talent" - June 2012
Don's Monthly Newsletter - "Something is lacking and it's not talent" - June 2012 (AUDIO)
Don's Monthly Newsletter - "What is it about a raconteur?" - July 2012
Don's Monthly Newsletter - "What is it about a raconteur?" - July 2012 (AUDIO)
Don's Monthly Newsletter - "Somebody Else Will" - August 2012
Don's Monthly Newsletter: Is Buy and Hold Dead, Never to Return Again? - September 2012 (AUDIO)
Don's Monthly Newsletter: "Find the Time" December 2012 (AUDIO)
Don's Monthly Newsletter - Advisors Must Learn To Tell Stories - November 2012 (Audio)
Don's Monthly Newsletter - Advisors Must Learn To Tell Stories - November 2012
Don's Monthly Newsletter: "Find the Time" December 2012
Don's Monthly Newsletter: "Don't just tell good stories. Make your stories great" - January 2013 (Audio)
Don's Monthly Newsletter: "Don't just tell good stories. Make your stories great" - January 2013
Don's Monthly Newsletter: "So you want to gather more assets?" - February 2013
Don's Monthly Newsletter: "So you want to gather more assets?" - February 2013 - (Audio)
Don's Monthly Newsletter: "Don’t Worry About Things You Can’t Control" - October 2013
Don's Monthly Newsletter: "The Need to Simplify Your Story" - March 2013 (AUDIO)
Don's Monthly Newsletter: "The Need to Simplify Your Story" - March 2013
Don's Monthly Newsletter: "How Important is Charisma?" - April 2013 (AUDIO)
Don's Monthly Newsletter: "A Blinding Flash of the Obvious" - May 2013
Don's Monthly Newsletter: "A Blinding Flash of the Obvious" - May 2013 (AUDIO)
Don's Monthly Newsletter: "How Important is Charisma?" - April 2013
Don's Monthly Newsletter: "Financial Advisor Self-Sabotage" - June 2013 (AUDIO)
Don's Monthly Newsletter: "Financial Advisor Self-Sabotage" - June 2013
Don's Monthly Newsletter: "Interpersonal Skills" - August 2013 (AUDIO)
Don's Monthly Newsletter: "Interpersonal Skills" - August 2013
Don's Monthly Newsletter: "You're Already a Storyteller. Now Get Better at It." - October 2017
Don's Monthly Newsletter: "Financial Advisor Stumbling Blocks" - September 2017
Don's Monthly Newsletter: "Financial Advisor Stumbling Blocks" - September 2017 (AUDIO)
Don's Monthly Newsletter: "The Makeup of an Elite Advisor" - February 2018 (Audio)
Don's Monthly Newsletter: "What do you do when the competition is as smart as you are?" - September 2013 (AUDIO)
Don's Monthly Newsletter: "What do you do when the competition is as smart as you are?" - September 2013
Don's Monthly Newsletter: "The Makeup of an Elite Advisor" - February 2018
Don's Monthly Newsletter: "Trust Cannot Be Outsourced" - May 2018
Don's Monthly Newsletter: "Trust Cannot Be Outsourced" - May 2018 (AUDIO)
Don's Monthly Newsletter: "Something to Consider When Determining Your Fees" - June 2018
Don's Monthly Newsletter: "Something to Consider When Determining Your Fees" - June 2018 (AUDIO)
Don's Monthly Newsletter: "The Most Important Trait of All" - March 2018 (AUDIO)
Don's Monthly Newsletter: "Don’t Worry About Things You Can’t Control" - October 2013 (AUDIO)
Don's Monthly Newsletter: "Be Nice, Tell Stories and Do the Right Things" - November 2017 (AUDIO)
Don's Monthly Newsletter: "Does the typical Financial Advisor make a big enough difference?" - November 2013 (AUDIO)
Don's Monthly Newsletter: "Keep Me Focused On the Basics" - July 2019
Don's Monthly Newsletter: "Keep Me Focused On the Basics" - July 2019 (AUDIO)
Don's Monthly Newsletter: "It's Time to Close the Book on 2013" - December 2013 (AUDIO)
Don's Monthly Newsletter: "It's Time to Close the Book on 2013" - December 2013
Don's Monthly Newsletter: "Three Reasons Why People Don’t Commit to Our Ideas" - January 2019
Don's Monthly Newsletter: "Three Reasons Why People Don’t Commit to Our Ideas" - January 2019 (AUDIO)
Don's Monthly Newsletter: "Competitive Advantage" - January 2014
Don's Monthly Newsletter: "Competitive Advantage" - January 2014 (AUDIO)
Don's Monthly Newsletter: "There's a Time to Sell Yourself and There's a Time to Market Yourself" - March 2017
Don's Monthly Newsletter: "There's a Time to Sell Yourself and There's a Time to Market Yourself" - March 2017 (AUDIO)
Don's Monthly Newsletter: "Becoming the Trusted Family Advisor" - February 2014 (AUDIO)
Don's Monthly Newsletter: "Becoming the Trusted Family Advisor" - February 2014
Don's Monthly Newsletter: "The Gift of Confidence" - March 2014 (AUDIO)
Don's Monthly Newsletter: "The Gift of Confidence" - March 2014
Don's Monthly Newsletter: "Become a Master of Exclusion" - June 2019
Don's Monthly Newsletter: "Why is keeping it simple so difficult?" - April 2014
Don's Monthly Newsletter: "Why Your Personal Story Is so Important" - May 2019
Don's Monthly Newsletter: "Why Your Personal Story Is so Important" - May 2019 (AUDIO)
Don's Monthly Newsletter: "Why is keeping it simple so difficult?" - April 2014 (AUDIO)
Don's Monthly Newsletter: "Three More Behaviors That Separate Elite Advisors from Average Advisors" - February 2019
Don's Monthly Newsletter: "Three More Behaviors That Separate Elite Advisors from Average Advisors" - February 2019 (AUDIO)
Don's Monthly Newsletter: "Soft Skills Are Often the Deciding Factor" - March 2019
Don's Monthly Newsletter: "Soft Skills Are Often the Deciding Factor" - March 2019 (AUDIO)
Don's Monthly Newsletter: "Help your clients understand by making the unfamiliar familiar" - May 2014 (AUDIO)
Don's Monthly Newsletter: "Help your clients understand by making the unfamiliar familiar" - May 2014
Don's Monthly Newsletter: "It’s Your Job to Influence and Persuade" - April 2019 (AUDIO)
Don's Monthly Newsletter: "Is it necessary to compete on price?" - June 2014 (AUDIO)
Don's Monthly Newsletter: "Is it necessary to compete on price?" - June 2014
Don's Monthly Newsletter: "It’s Your Job to Influence and Persuade" - April 2019
Don's Monthly Newsletter: "We're Getting Away from the Basics" - May 2017
Don's Monthly Newsletter: "Write Your Bear Market Presentation Now" - April 2018
Don's Monthly Newsletter: "The Need for a Vision Story" - July 2014 (AUDIO)
Don's Monthly Newsletter: "The Need for a Vision Story" - July 2014
Don's Monthly Newsletter: "How Much Tenacity Does It Take To Become A Successful Financial Advisor?" - August 2014 (AUDIO)
Don's Monthly Newsletter: "Just How Good a Financial Advisor Are You Expected to Be?" - September 2014 (AUDIO)
Don's Monthly Newsletter: "Just How Good a Financial Advisor Are You Expected to Be?" - September 2014
Don's Monthly Newsletter: "Are Full-Service Financial Advisors Losing Traction?" - October 2014 (AUDIO)
Don's Monthly Newsletter: "Are Full-Service Financial Advisors Losing Traction?" - October 2014
Don's Monthly Newsletter: "Not Everyone Is Looking for the Cheapest Price" - November 2014
Don's Monthly Newsletter: "Not Everyone Is Looking for the Cheapest Price" - November 2014 (AUDIO)
Don's Monthly Newsletter: "I Hope You Get Shot Down A Lot In 2015" - December 2014
Don's Monthly Newsletter: "I Hope You Get Shot Down A Lot In 2015" - December 2014 (AUDIO)
Don's Monthly Newsletter: "Be Nice, Tell Stories and Do the Right Things" - November 2017
Don's Monthly Newsletter: "Your Clients Will Go Where You Lead Them" - January 2015
Don's Monthly Newsletter: "Your Clients Will Go Where You Lead Them" - January 2015 (AUDIO)
Don's Monthly Newsletter: "Successful Client Retention" - February 2015
Don's Monthly Newsletter: "Successful Client Retention" - February 2015 (AUDIO)
Don's Monthly Newsletter: "What Do You Say When Performance Is Bad?" - March 2015 (AUDIO)
Don's Monthly Newsletter: "What Do You Say When Performance Is Bad?" - March 2015
Don's Monthly Newsletter: "Embrace the Difficulty of Breaking Through to the Next Level" - July 2017
Don's Monthly Newsletter: "How Would Your Clients Grade Your Service?" - April 2015
Don's Monthly Newsletter: "How Would Your Clients Grade Your Service?" - April 2015 (AUDIO)
Don's Monthly Newsletter: "Getting Back to the (Not so Obvious) Basics" - May 2015 (AUDIO)
Don's Monthly Newsletter: "Getting Back to the (Not so Obvious) Basics" - May 2015
Don's Monthly Newsletter: "Avoiding Annoying Habits" - June 2015 (AUDIO)
Don's Monthly Newsletter: "Avoiding Annoying Habits" - June 2015
Don's Monthly Newsletter: "The Client is More Important Than You Are" - July 2015 (AUDIO)
Don's Monthly Newsletter: "The Client is More Important Than You Are" - July 2015
Don's Monthly Newsletter: "Write Your Bear Market Presentation Now" - April 2018 (AUDIO)
Don's Monthly Newsletter: "Explain Who You Help, Not What You Do" - February 2023 (AUDIO)
Don's Monthly Newsletter: "If you were a product, why should somebody buy you?" - August 2015
Don's Monthly Newsletter: "If you were a product, why should somebody buy you?" - August 2015 (AUDIO)
Don's Monthly Newsletter: "Most People Never Listen" - September 2015
Don's Monthly Newsletter: "Most People Never Listen" - September 2015 (AUDIO)
Don's Monthly Newsletter: "Stop your clients from fixating on fees" - January 2017 (AUDIO)
Don's Monthly Newsletter: "Clients Love Storytellers" - October 2015
Don's Monthly Newsletter: "Clients Love Storytellers" - October 2015 (AUDIO)
Don's Monthly Newsletter: "Never Get Fired" - November 2015
Don's Monthly Newsletter: "Never Get Fired" - November 2015 (AUDIO)
Don's Monthly Newsletter: "Yes, We're Trained, but Are We Trained in the Right Areas?" - August 2017 (AUDIO)
Don's Monthly Newsletter: "Build Your Business With the Right Question" - December 2015
Don's Monthly Newsletter: "Build Your Business With the Right Question" - December 2015 (Audio)
Don's Monthly Newsletter: "The Most Important Trait of All" - March 2018
Don's Monthly Newsletter: "Reputations Are Built in the Tough Times" - January 2016
Don's Monthly Newsletter: "Reputations Are Built in the Tough Times" - January 2016 (AUDIO)
Don's Monthly Newsletter: "The Message Triangle" - February 2016
Don's Monthly Newsletter: "The Message Triangle" - February 2016 (AUDIO)
Don's Monthly Newsletter: "Explaining Volatility" - March 2016
Don's Monthly Newsletter: "Explaining Volatility" - March 2016 (AUDIO)
Don's Monthly Newsletter: "What Clients Need to Know" - June 2017
Don's Monthly Newsletter: "The Buying Decision Process" - April 2016
Don's Monthly Newsletter: "The Buying Decision Process" - April 2016 (AUDIO)
Don's Monthly Newsletter: "What Worries Older People?" - May 2016
Don's Monthly Newsletter: "What Worries Older People?" - May 2016 (AUDIO)
Don's Monthly Newsletter: "Perfect Eloquence" - June 2016
Don's Monthly Newsletter: "Perfect Eloquence" - June 2016 (AUDIO)
Don's Monthly Newsletter: "Personalized Service Should Be An Obsession" - July 2016
Don's Monthly Newsletter: "Personalized Service Should Be An Obsession" - July 2016 (AUDIO)
Don's Monthly Newsletter: "Why is Storytelling So Effective?" - August 2016 (AUDIO)
Don's Monthly Newsletter: "Why is Storytelling So Effective?" - August 2016
Don's Monthly Newsletter: "How Much Would A Client Pay To Never Have Financial Problems?" - September 2016
Don's Monthly Newsletter: "How Much Would A Client Pay To Never Have Financial Problems?" - September 2016 (AUDIO)
Don's Monthly Newsletter: "Line Your Career Path With Guardrails" - October 2016 (AUDIO)
Don's Monthly Newsletter: "Line Your Career Path With Guardrails" - October 2016
Don's Monthly Newsletter: "Your Fees Are A Reflection of Your Culture" - November 2016
Don's Monthly Newsletter: "Your Fees Are A Reflection of Your Culture" - November 2016 (AUDIO)
Don's Monthly Newsletter: "The Ritual of Commoditization" - January 2018
Don's Monthly Newsletter: "The Ritual of Commoditization" - January 2018 (AUDIO)
Don's Monthly Newsletter: "Are You Truly Adding Value?" - December 2016
Don's Monthly Newsletter: "Are You Truly Adding Value?" - December 2016 (AUDIO)
Don's Monthly Newsletter: "What Do Clients Want Beyond the Obvious?" - July 2018
Don's Monthly Newsletter: "What Do Clients Want Beyond the Obvious?" - July 2018 (AUDIO)
Don's Monthly Newsletter: "Understand Your Limitations" - August 2018
Don's Monthly Newsletter: "Understand Your Limitations" - August 2018 (AUDIO)
Don's Monthly Newsletter: "I Am Still Amazed at the Power of Storytelling" - September 2018
Don's Monthly Newsletter: "I Am Still Amazed at the Power of Storytelling" - September 2018 (AUDIO)
Don's Monthly Newsletter: "What Exactly Is Story Selling?" - October 2018 (AUDIO)
Don's Monthly Newsletter: "What Exactly Is Story Selling?" - October 2018
Don's Monthly Newsletter: "Sharpen Your Verbal Skills" - November 2018
Don's Monthly Newsletter: "Sharpen Your Verbal Skills" - November 2018 (AUDIO)
Don's Monthly Newsletter: "Clients Always Ask the Wrong Question in a Bear Market" - December 2018 (AUDIO)
Don's Monthly Newsletter: "Clients Always Ask the Wrong Question in a Bear Market" - December 2018
Don's Monthly Newsletter: "Why Your Team Needs a Good Story" - August 2019
Don's Monthly Newsletter: "Why Your Team Needs a Good Story" - August 2019 (AUDIO)
Don's Monthly Newsletter: "When the Bear Market Hits, Nobody Will Stop Shaving" - September 2019
Don's Monthly Newsletter: "When the Bear Market Hits, Nobody Will Stop Shaving" - September 2019 (AUDIO)
Don's Monthly Newsletter: "Myopic Risk Aversion" - October 2019
Don's Monthly Newsletter: "Myopic Risk Aversion" - October 2019 (AUDIO)
Don's Monthly Newsletter: "Being Logical Is Not Enough" - November 2019
Don's Monthly Newsletter: "Being Logical Is Not Enough" - November 2019 (AUDIO)
Don's Monthly Newsletter: "Thoughts to Carry into 2020" - December 2019 (AUDIO)
Don's Monthly Newsletter: "Thoughts to Carry into 2020" - December 2019
Don's Monthly Newsletter: "Authenticity Cannot Be Faked" - January 2020
Don's Monthly Newsletter: "Authenticity Cannot Be Faked" - January 2020 (AUDIO)
Don's Monthly Newsletter: "Coronavirus Is Bad for Your Health. Is It Also Bad for Your Portfolio?" - February 2020
Don's Monthly Newsletter: "Coronavirus Is Bad for Your Health. Is It Also Bad for Your Portfolio?" - February 2020 (AUDIO)
Don's Monthly Newsletter: "The Story You Need to Be Telling Your Clients Right Now" - March 2020
Don's Monthly Newsletter: "The Story You Need to Be Telling Your Clients Right Now" - March 2020 (AUDIO)
Don's Monthly Newsletter: "In Bear Markets, You Need Teaching Stories" - April 2020
Don's Monthly Newsletter: "In Bear Markets, You Need Teaching Stories" - April 2020 (AUDIO)
Don's Monthly Newsletter: "Aren’t I Better off With an S&P 500 Index Fund?" - May 2020
Don's Monthly Newsletter: "Aren’t I Better off With an S&P 500 Index Fund?" - May 2020 (AUDIO)
Don's Monthly Newsletter: "Don’t Listen to the Short-Term Noise" - June 2020
Don's Monthly Newsletter: "Don’t Listen to the Short-Term Noise" - June 2020 (AUDIO)
Don's Monthly Newsletter: "Establishing Trust in a Virtual World" - July 2020
Don's Monthly Newsletter: "Establishing Trust in a Virtual World" - July 2020 (AUDIO)
Don's Monthly Newsletter: "What Happens to the Stock Market If (Fill in the Name) Wins in November?" - August 2020 (AUDIO)
Don's Monthly Newsletter: "What Happens to the Stock Market If (Fill in the Name) Wins in November?" - August 2020
Don's Monthly Newsletter: "Despite Current Events, the Basics Never Change" - September 2020 (AUDIO)
Don's Monthly Newsletter: "Despite Current Events, the Basics Never Change" - September 2020
Don's Monthly Newsletter: "Three Essential Skills That Will Up Your Game" - October 2020
Don's Monthly Newsletter: "Three Essential Skills That Will Up Your Game" - October 2020 (AUDIO)
Don's Monthly Newsletter: "A Client Acquisition Clinic" - November 2020
Don's Monthly Newsletter: "A Client Acquisition Clinic" - November 2020 (AUDIO)
Don's Monthly Newsletter: "2020: A Look Back" - December 2020 (AUDIO)
Don's Monthly Newsletter: "2020: A Look Back" - December 2020
Don's Monthly Newsletter: "Dealing With the Uncertainties of 2021" - January 2021
Don's Monthly Newsletter: "Dealing With the Uncertainties of 2021" - January 2021 (AUDIO)
Don's Monthly Newsletter: "Getting to the Next Level" - February 2021 (AUDIO)
Don's Monthly Newsletter: "Getting to the Next Level" - February 2021
Don's Monthly Newsletter: "Points to Ponder as You Prepare to Prospect" - March 2021
Don's Monthly Newsletter: "Points to Ponder as You Prepare to Prospect" - March 2021 (AUDIO)
Don's Monthly Newsletter: "The Best Prospecting Advice I Ever Received" - April 2021
Don's Monthly Newsletter: "The Best Prospecting Advice I Ever Received" - April 2021 (AUDIO)
Don's Monthly Newsletter: "The Soft Skills Gap Is Rising" - May 2021
Don's Monthly Newsletter: "The Soft Skills Gap Is Rising" - May 2021 (AUDIO)
Don's Monthly Newsletter: "What Exactly is Your Added Value?" - June 2021
Don's Monthly Newsletter: "What Exactly is Your Added Value?" - June 2021 (AUDIO)
Don's Monthly Newsletter: "The First Meeting Is a Blind Date" - July 2021
Don's Monthly Newsletter: "The First Meeting Is a Blind Date" - July 2021 (AUDIO)
Don's Monthly Newsletter: "Charge What You Are Worth" - August 2021 (AUDIO)
Don's Monthly Newsletter: "Charge What You Are Worth" - August 2021
Don's Monthly Newsletter: "Do People Go to Starbucks for The Coffee or The Experience?" - September 2021 (AUDIO)
Don's Monthly Newsletter: "Do People Go to Starbucks for The Coffee or The Experience?" - September 2021
Don's Monthly Newsletter: "Ten Steps I Urge You to Take" - October 2021
Don's Monthly Newsletter: "Ten Steps I Urge You to Take" - October 2021 (AUDIO)
Don's Monthly Newsletter: "Fifteen Reasons Why You Should Start Story Selling Today" - November 2021
Don's Monthly Newsletter: "Fifteen Reasons Why You Should Start Story Selling Today" - November 2021 (AUDIO)
Don's Monthly Newsletter: "A Chance to Reflect" - December 2021
Don's Monthly Newsletter: "A Chance to Reflect" - December 2021 (AUDIO)
Don's Monthly Newsletter: "What are the Most Appealing Virtues of All?" - January 2022 (AUDIO)
Don's Monthly Newsletter: "What are the Most Appealing Virtues of All?" - January 2022
Don's Monthly Newsletter: "Plain Language" - February 2022
Don's Monthly Newsletter: "Plain Language" - February 2022 (AUDIO)
Don's Monthly Newsletter: "The Value Gap" - March 2022
Don's Monthly Newsletter: "The Value Gap" - March 2022 (AUDIO)
Don's Monthly Newsletter: "What’s Your Story?" - April 2022
Don's Monthly Newsletter: "What’s Your Story?" - April 2022 (AUDIO)
Don's Monthly Newsletter: "Slow and Steady Wins the Race" - May 2022 (AUDIO)
Don's Monthly Newsletter: "Slow and Steady Wins the Race" - May 2022
Don's Monthly Newsletter: "Simpler is Better" - June 2023
Don's Monthly Newsletter: "Disaster or Opportunity?" - June 2022
Don's Monthly Newsletter: "Disaster or Opportunity?" - June 2022 (AUDIO)
Don's Monthly Newsletter: "The Rule of Three" - July 2022
Don's Monthly Newsletter: "The Rule of Three" - July 2022 (AUDIO)
Don's Monthly Newsletter: "Thinking Your Basic Value Is Enough Is a Commodity Trap" - August 2022
Don's Monthly Newsletter: "Thinking Your Basic Value Is Enough Is a Commodity Trap" - August 2022 (AUDIO)
Don's Monthly Newsletter: "Up Your Game" - September 2022
Don's Monthly Newsletter: "Up Your Game" - September 2022 (AUDIO)
Don's Monthly Newsletter: "Avoid the Drama" - October 2022
Don's Monthly Newsletter: "Avoid the Drama" - October 2022 (AUDIO)
Don's Monthly Newsletter: "Everyone Needs to Hear the Financial Planning Lecture" - November 2022
Don's Monthly Newsletter: "Everyone Needs to Hear the Financial Planning Lecture" - November 2022 (AUDIO)
Don's Monthly Newsletter: "Self-Improvement Exercises for 2023" - December 2022
Don's Monthly Newsletter: "Self-Improvement Exercises for 2023" - December 2022 (AUDIO)
Don's Monthly Newsletter: "A Suggestion for Dealing with Change in 2023" - January 2023
Don's Monthly Newsletter: "A Suggestion for Dealing with Change in 2023" - January 2023 (AUDIO)
Don's Monthly Newsletter: "Explain Who You Help, Not What You Do" - February 2023
Don's Monthly Newsletter: "Clients Need to Hear the Math Plus the Story" - March 2023
Don's Monthly Newsletter: "Clients Need to Hear the Math Plus the Story" - March 2023 (AUDIO)
Don's Monthly Newsletter: "The First Meeting" - April 2023
Don's Monthly Newsletter: "The First Meeting" - April 2023 (AUDIO)
Don's Monthly Newsletter: "Every Skill You Acquire Doubles Your Odds of Success" - May 2023
Don's Monthly Newsletter: "Every Skill You Acquire Doubles Your Odds of Success" - May 2023 (AUDIO)
Don's Monthly Newsletter: "Simpler is Better" - June 2023 (AUDIO)
Don's Monthly Newsletter: "A Message to Advisors Who are Failing Honestly" - July 2023
Don's Monthly Newsletter: "A Message to Advisors Who are Failing Honestly" - July 2023 (AUDIO)
Don's Monthly Newsletter: "Who You Are Is More Important Than What You Know" - August 2023
Don's Monthly Newsletter: "Who You Are Is More Important Than What You Know" - August 2023 (AUDIO)
Don's Monthly Newsletter: "An Extraordinary Advisor" - September 2023
Don's Monthly Newsletter: "An Extraordinary Advisor" - September 2023 (AUDIO)
Don's Monthly Newsletter: "Focus on What You Can Control" - October 2023
Don's Monthly Newsletter: "Focus on What You Can Control" - October 2023 (AUDIO)
Don's Monthly Newsletter: "A Dozen Ways to be More Likable" - November 2023
Don's Monthly Newsletter: "A Dozen Ways to be More Likable" - November 2023 (AUDIO)
Webinar: The IRA Market: The Greatest Target Market, Session 2 - February 15, 2012
Webinar: "The Greatest Prospecting Tool Ever" - March 23, 2011
Webinar Replay: Fees: How to Avoid the Race to the Bottom - HELD: August 24, 2017
Webinar: "Finding Your Inner Extraordinary" - February 1, 2011
Webinar: "How to Get Un-Stuck" - June 15, 2011
Webinar: The IRA Market: The Greatest Target Market, Session 1 - February 7, 2012
Webinar Replay: Maintaining Momentum Into 2018
Webinar: "Six Essential Stories Advisors Need To Turn Prospects Into Clients": Story Telling: Part II - Held: August 14, 2013
Webinar Replay: How to Take Your Business to the Next Level with the Effective Use of Stories and Analogies
"To Fee or Not to Fee? That is the Question." - August 1, 2011
Webinar: Getting Clients Off the Fence", Part II - December 12, 2011
Webinar: "Getting Clients Off the Fence" - Part I, November 2, 2011
Webinar: "Every Advisor Needs A Marketing Resume": - April 17, 2012
Webinar: "45 MInutes That Could Change Your Life" - Held: May 30, 2012
Webinar: "Become a Lean, Mean Referral Machine" - Held: August 21, 2012
Webinar: Center Stage With Don Connelly & Duncan MacPherson - Part I: Client Acquisition Through Referrals - Held: December 12, 2012
Webinar: Center Stage With Don Connelly & Duncan MacPherson - Part II: Fast Track to Success - Held: January 22, 2013
Webinar: "Make Yourself Irreplaceable by Making Yourself Different" - Held: October 22, 2013
Webinar: "How To Create and Tell Great Stories" - Part I Held: May 29, 2013
Webinar: "The Alzheimer's Tsunami & Preparing for the Worst" Understanding the Signs and YOUR Legal & Ethical Liability - Held: February 18, 2014
Webinar: Center Stage with Brian Church "Relationship Momentum for Advisors" - Held: April 30, 2014
Webinar Replay: Managing Client Expectations in Volatile Markets - HELD: April 9, 2019
Webinar Replay: Are Your Fees High Enough? - HELD: September 7, 2016
Webinar: Up Your Game: How to use Stories and Analogies to Influence and Persuade - Held: July 24, 2014
Webinar: Center Stage with Don Connelly & Richard Capalbo: What Elite Advisors Do That Average Advisors Don’t Do - Held: November 5, 2014
Webinar: How to Anticipate, Overcome and Avoid Getting Objections
Webinar: Center Stage with Don Connelly and Dave Hubbard: The 7 Essential Traits of Successful Financial Advisors - Held February 24, 2015
Webinar: How to Create Value With Your Clients: Are Your Clients Paying You What You Are Worth? - HELD: Thursday, August 6th, 2015
Webinar: There’s an Interest Rate War Raging on Retirees’ Income. Arm Them. - HELD: Thursday, August 18th, 2015
Webinar: Never Get Fired by a Client: How to Generate Life Long Loyalty - HELD: November 17, 2015
Webinar: Never Get Fired by a Client: How to Generate Life Long Loyalty - HELD: November 17, 2015
Webinar: Explaining Volatility in a Way Clients Understand - HELD: March 31, 2016
Webinar: Position Yourself So Clients See You As Distinctly Different - HELD: June 15,2016
Webinar Replay: DOL Rule - Disruption or Opportunity for Financial Advisors? - HELD: August 3, 2016
Webinar Replay: Sticking to the Basics in 2017 - All You Need for Success! - HELD: Tuesday, December 13, 2016
Webinar Replay: How to Make Your Ideas Memorable
Webinar Replay: How to Make Yourself Distinctly Different - HELD: August 29, 2018
Webinar Replay: Three Stories You Need to Be Telling in 2019 - HELD: December 11, 2018
Webinar Replay: Words Matter: How to Educate, Inspire and Influence Prospective and Current Clients - HELD: August 13, 2019
Webinar: Don't Kid Yourself. We're All Selling - Held: November 12, 2019
Webinar Replay: Twenty Reasons Why Everyone Needs a Financial Advisor - Held: January 16, 2020
Important Recorded Webinar Message: Corona Virus - This Too Shall Pass
Webinar: The Story You Need to Be Telling Your Clients Right Now - Held: March 27, 2020
The Litany of Disaster: The Impact of World Events on the Market, 1950-present, VIDEO presentation
Webinar Replay: Don't Listen to the Short Term Noise: How to Guide Clients through Volatile Markets - Held: August 18, 2020
Webinar Replay: Don't Listen to the Short Term Noise: Election Perspective - Held: October 8, 2020
Webinar Replay: Two Stories You Must be Telling in 2021 - Held: April 20, 2021
Webinar Replay: "How to Create a Competitive Advantage" - Held: September 23, 2021
Webinar Replay: Ten Steps You Can Take Right Now to Get to the Next Level - Held: November 23, 2021
Webinar Replay: Don't Listen to the Short-Term Noise: Get Ready for Volatility in 2022 - Held: February 16, 2022
Webinar: Crafting Your 'Why' Story - Held: May 11, 2022
Webinar: A Close Look at Ten Skills Shared by Elite Advisors - Held: September 7, 2022
Webinar: Conversations Matter - Held: December 6, 2022
Webinar: Don't Listen to the Short-Term Noise - Guiding Clients Through Volatile Markets in 2023 - Held: February 21, 2023
Webinar: Story Selling and the Recession of 2023-2024 - Held: June 20, 2023
Webinar: How and Why to Develop Your Personal Brand - Held: October 4, 2023
Webinar: Interactive Discussion on Overcoming the Objections and Challenges Financial Advisors Face Today - Held: November 29, 2023
Don't Run and Hide
Market Yourself
Optimism Is an Intellectual Choice
Everyone Is Pleased with Their Advisor, Until They Get a Good One
The Reality of Investing
Daily Plan
Because of You
You're Selling Peace of Mind
The magic of sales - March 3, 2013
Stick to the Basics
What Your Clients Are Really Saying
Get Rid of the Negative People
The Biggest Issue in This Business
4 Little Words
Mistakes Are Easy to Make
Nothing Is Sure, Anything Is Possible
Your Attitude
Referrals
Learn to Thrive on Rejection
The Only Business in the World
Connelly Classics: Six Traits of Successful Selling
A Blueprint for Success: What They Don’t Teach You in Training – mp3 compilation
Helping Clients Understand Volatility - mp3 compilation
12 Prospecting Ideas for Advisors by Don Connelly – mp3 compilation
Mastering Client Relationships - What Elite Advisors Do - mp3 compilation
The Best of Don Connelly, Vol 1: The Basics, mp3
The Litany of Disaster Power Point Presentation: The impact of world events on the Market, 1950-present
The Crystal Ball Story Power Point Presentation
The More People You Meet, the More Money You Make - (AskDon)
Salary or Commission
On Brilliance
On Brevity
On Overcoming Faults
Talent is Ageless - (AskDon)
The Fern and the Bamboo
Do Not Offer Me A Discount
Overcome Your Fear of Success - (AskDon)
Is the System Broken?
Getting Proactive in Down Markets
Q + D + T= R/W
Get Proactive - (AskDon)
Enhance Your Credentials - (AskDon)
Stay Focused - (AskDon)
Overpromising - (AskDon)
Maximize Your Efficiency - (AskDon)
Build Your Book - (AskDon)
Remember the Basics
Getting Back on Track
On Inner Strength
New Age Magazine
Creating Your Mission Statement
How Strongly Do You Feel About Your Goals?
Become a Million Dollar Producer - (AskDon)
Marketing Plan Overview
On Self-Improvement
TICDAA - Great Advice for Financial Advisors
Business Plan Intro
Ten Things Successful People Will Never Do Again
Create a Winning Repeatable Process
Become Brilliant at the Basics
What Makes an Advisor Successful
Don's Yearly Message (2014)
A Real Life Example: Why You Should Always Ask For the Order
Find the Pain
Know When to Let Go
5 Ways to Reduce Risk
Unintended Consequences
Strive for Consistency
The Success Formula
Focus on Your Client's Right Brain Needs
Control is Important to People Over Age Sixty
Why Some Businesses Get Away With High Prices
Four Questions to Ask Pre-Retirees
Talk More About Life and Less About Money
You Can’t Memorize How to Be a Great Advisor
Don's Suggestions #2
Your Attitude Is The Key
Be Enthusiastic
Be Proud of What It Is You Do
Don't Feel Guilty About Not Being Perfect
OS Hawkins
Ties by Kohlmeier
Don's Observations #1
Don't Look Where You Don't Want to Go
Focus on Your Most Valuable Activity
Stick to the Basics
Get Really Good At What You Do
Don's Observations #2
Learn To Do The Ordinary Things Extraordinarily Well
What's Your SWOT Analysis?
Don's Observations #3
Creating A Business Plan
Don's Observations #4
Don's Suggestions #1
Charles Merrill
Baseball Batters, Soccer Goalies, Financial Advisors
In Order to Go to the Next Level, You Must Be Great at Your Current Level
How to Make Each Day a Success
The Inevitable Frustration of Success
Recognize and Take Advantage of Opportunities
How to Deal With Fee Compression
Running the Mill
The Paper Boy: Let Your Clients Know How Much You CARE
8 Characteristics of Elite Financial Advisors: #1 & #2
The Touchstone
Never Forget How Important You Are
Death of Common Sense
12 Quick Suggestions for Building a Better Business
The Common Denominator of Success
Never Underestimate Yourself
Become a Professional Listener
The True Value Underlying Your Fees
Create a Repeatable Process
It’s All About Your Added Value
Master the Basics
America Was Built on Risk
On History
On Markets
Focus on the Long-Term
Six Things To Tell Your Clients
Identify With Your Prospects
Market Declines Separate the Men from the Boys
Don't Overreach
Does a 50 year 13% CD exist?
Acting In Your Client's Best Interest - (AskDon)
When Markets Are in Transition
The Power of Compounding
The Last 100 Years
Go Where the Stock Market is Going, Not Where It's Been.
Preparing for a Market Correction
Keeping Clients Invested in the Face of Bad News
Dealing With Market Malaise
The Trend Is Your Friend
A Day in the Life
Time and Choice
How Salt and Pepper Can Make You Rich
Helping Clients Understand Volatility
Reaffirming Client's Trust
It's Good News That Investments Go Up and Down in Value
CDs and Interest Rates
Focus on the Long-Term, Part 2
You Need to Invest Now
The Sale at Nordstrom
Dental Risk
Long Term
The Greatest Equity Story Ever Told
Soccer Goalies
Current Events Are White Noise
Fire Trucks, Apples, Windows and Boxes
I'll Wait Until After the Pullback
Toolboxes, Pencils, Shoes and Traffic
On Financial Stress
There is No Free Lunch in This Business
Keep Your Client's Goals in Mind
Manage Client Expectations
Can Trust Be Established Early? - (AskDon)
Handling the End of a Relationship
Put the Client Before Yourself
On Customer Service
Building a Business of Trust
The Little Girl and Her Father
Are You Asking the Right Questions?
The Birthday Call
Your Clients Will Go Where You Lead Them
Microwaves, Jigsaw Puzzles, Low Fees, Statements and Volvos
The Nursing Home and the Barbershop Quartet
Keep Your Eggs on One Farm
Ten Things Clients Want From Their Advisors
Camden, Maine
Care More Than People Expect You to Care
Strong Relationships Eliminate the Need to Discuss Fees
Explaining the Nature of the Relationship (The Acapulco Cliff Divers)
5 Things Nervous Clients Need From You
How to Create and Maintain Long-Term Relationships
2 Quick Ideas to Explain What You Do
How to Ask for the Order
You Must Answer the Proper Question
Focus on Your Soft Skills
Become a Client Advocate
Finding What Makes You Different
The Halo of Ringlets
Hildon Bottled Water
Building a Value Proposition
Three Flat Screen TV's
Combatting Low Fees
Differentiate Yourself With Trustworthiness
Car Dealerships and Paintings
Be Optimistic
Do You Have the Right Personality? Find Out Here
Importance of the Advisor
Don't Sell Me Things
To Excel, You Must Motivate Yourself and Stay Motivated
When You Find Yourself Discouraged, Revisit Why You Got in This Industry
Don't Try to Be Better Than Every Other Advisor. Try to Be Different.
Building A Brand
Charisma Can Be Learned
Your Competition is Disney
The Shoplifting Story
Race Track: A Great Client Event
What's Branding?
Three Decisions People Make When Choosing an Advisor
Why and How to Create a Value Proposition
How to Develop a Simple Marketing Plan
What Exactly is a Value Proposition
Be Distinctly Different
Handling the Initial Appointment with Prospects
Investing in a Bull Market
Create Urgency
I Want To Think It Over - (AskDon)
Why is Money Important to You? - (AskDon)
Active Listening
Discovery Skills
10 Steps To Effective Listening
The Builder With $10 Million
With Just 1000 Words
Crafting a Simple Message
People Remember Stories and Examples Better Than Words
Ask for the Order
Handling Objections
Fees and Commissions
Think It Over
Pool Table
Three Suggestions to Make Your Presentation Better
Springfield Story
Successfully Overcoming Objections Is a Stepping Stone in the Relationship Building Process
Christina Foyle
How to Respond to the Comment "I Don't Want to Lose Any Money."
It's up to You to Draw out Client Goals
The Curse of Knowledge
An Overview of a Formal Presentation
Initial Benefit Statement
Probing
Closing
Sell Yourself in the First Meeting
Communicating as Intended Is Vital to Your Success
How to Give a Formal Presentation
Do Your Research - (AskDon)
Use Your Clients as Your Sales Force
Identify and Meet Wealthy People
Lean on Your Clients
Breaking Down Apathy
The Best Way to Ask Is to Ask - (AskDon)
Diversify Your Prospecting Approach - (AskDon)
Go Get an Appointment
The Elevator Repair Story
Bikes for Kids
You Have to Earn Your Referrals
Ask For Referrals
Create a Board of Advisors
Referral Dinner
Clientele
Make It Your Focus to Be Referable
Nothing Happens Without an Appointment
How to Overcome Objections
On the Economy - (AskDon)
On Words and Language
Tell Simple Stories
Do Not Replace Your Good Furniture
Create Great Relationships with Your Clients
Snippets from Successful Financial Advisors
The Importance of Why
The Clock
The Market Is on Sale When It Dips
The Brick Analogy
The Litany of Disaster: The Impact of World Events on the Market, 1950-present, VIDEO presentation
My Favorite Analogy to Explain Volatility to Clients (Tuna Fish)
Become A Good Storyteller
Diversification: Pencils and Traffic
The Gretzky Story
The Barber Shop
The Sully Story
Have Lunch
Become What People Want
Dollar Cost Averaging
Crafting a Great Story
A Day in the Life
Vancouver Olympics
Pete Rose
Lessons from Geese
Story Length
Life Sighs
Mexican Fishing
Merle Haggard and Mike Krzyzewski
L.L. Bean
Long-Term Investing (Crystal Ball Story)
The Crystal Ball Story
Two Checks
Tuna Fish
Soar and Plunge
One Foot Stride
A 12 Inch Ruler
Have Good Tax Analogies for Your Clients
How To Tell Great Stories
The Most Important Story You Will Ever Tell
Three Analogies to Use in Volatile Markets
Three Analogies for Explaining the Role of the Financial Advisor
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