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.
Don Connelly explains where the trouble starts and how to head it off.
High net worth investors will change Financial Advisors without hesitation. Why is that and, more importantly, can you insulate yourself from this all-too-real catastrophe? Even better, can you create client loyalty fierce enough to make firing you unthinkable?
It’s too simplistic to simply say that lack of communication is the root cause of Advisors being terminated. That’s not where the trouble starts. The trouble starts when clients feel your service is no longer personalized. Trouble also starts when clients realize you have no succession plan. Trouble also starts for several other reasons.
Attend this webinar to learn:
In short, learn how to generate lifelong loyalty among your clients.