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.

What do you think?  Leave your comments below.