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Don Connelly & Associates

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90-Day Client Onboarding Plan: How Financial Advisors Can Set Investment Expectations

As a financial advisor, you've closed the deal and gained a new client. Congratulations — but the real work is just beginning. The first 90 days of a client onboarding are crucial for building trust with new clients. This is when they are paying close attention, assessing your every move, and forming opinions that can last for years. Failing to set investment expectations ear...


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The Dunning-Kruger Effect in Finance: How Advisors Can Help Overconfident Clients
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Why Financial Advisors Struggle to Get Appointments (Even When They Know What to Do)

You’re a financial advisor. You’ve read the books, attended the seminars, and memorized the scripts. You’re making calls, sending emails, and prospecting like you’re “supposed to.” But the appointments aren’t happening. The calendar stays empty, and the frustration is real. If you’re nodding along, you’re not alone.

The problem isn’t that you don’t know what to do; it’...


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Long-Term Care Red Flags: 7 Signs of Client Avoidance—and How Advisors Can Respond with Calm Authority

You and I both know the long-term care conversation rarely begins with urgency. It begins with avoidance. People don’t reject LTC planning. They sidestep it. They delay it. They minimize it. They chalk it up as a “someday” decision.

They nod politely during meetings, they even agree it makes sense, and yet…nothing happens.

Why?

Because talking about long-...


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10 Timeless Guiding Principles Every Advisor Should Share with Clients

Markets swing, headlines scream, but great advice stands firm. Clients don’t just need portfolio updates; they need steady principles to cut through the noise, calm their fears, and keep them anchored to their goals. As an advisor, you’re not just managing money; you’re guiding people through uncertainty.

These 10 timeless principles are your go-to list for client conv...


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