I’ve mentioned before how I work in the financial planning industry. I own a financial planning business, and also do some business coaching with financial planning businesses and other service businesses.
I’ve been a fan of Don Connelly for a while. I’ve read a lot of his articles and he’s always got some great ideas about how to communicate with clients. He’s not into pushy sales tactics (neither am I) – he’s very good at using analogies and stories to help clients understand what they’re doing.
I’ve just had a look at his You Tube channel and I found this video which is ideal for financial planners who have clients who still want to deal with a couple of planners rather than just one.
If you’re receiving this by email, you can view this blog article online here.
What do you think? Leave your comments below.
Thanks for coming back. To make sure you don't miss a thing, you may want to subscribe to my RSS feed. Thanks for visiting!
No related posts.
No Comments so far ↓
There are no comments yet...Kick things off by filling out the form below.