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.
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What do you think? Leave your comments below.
