Practice management insight from Don Connelly
One of the most popular speakers and motivators in the financial services industry, Don Connelly excels in the art of advising clients. With a career that spans over 40 years, he offers practical tips and advice, and has mentored thousands of new and veteran financial professionals.
Don and Putnam Investments have teamed up to offer this unique set of practice management insights to help you communicate more effectively with your clients and make your business stand out from the competition.
Getting clients off the fence: March 2019 conference call
Success as a financial advisor today requires that your clients know the differentiated value you offer. To become more effective at this, you must continually focus clients on their investment goals regardless of market conditions and economic or political turmoil. What is unique about the client experience you provide is helping clients achieve and protect their long-term financial goals.
Don Connelly is the founder of Don Connelly & Associates and member of the Putnam Investments Business Advisory Group. His opinions do not necessarily reflect those of Putnam Investments.