To Prospective Subscribers

Dear Prospective Subscriber:

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.

Read More

Get Don's Weekly Tip

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.

Weekly Focus - June 9, 2021 - "Ask Your Clients What's Missing"

View a Printer Friendly version of this page, allowing you to print the page. Send a summary of this page to someone via email.

Your advice is valuable, but clients expect good advice. They also expect the investments to work. With little variety, all investment firms offer the same products. Every firm offers managed money, financial plans, ETF’s, mutual funds, real assets and the like. I don’t know of a high demand product that hasn’t been cloned. Nothing is proprietary. Even the little tweaks are cloned eventually.



Sorry this page is available to subscribers only.
If you're not a subscriber why not join today? Click here to view your subscription options.

You will be given immediate access to your subscription level content on the site.

If you are already a subscriber, please login.

If you believe you should be able to view this area then please contact us and we will try to rectify this issue as soon as possible.