Dynamic and Compelling On-Site Events
Don delivers a variety of thought-provoking and dynamic keynotes, seminars, workshops & training sessions on-site for Advisors, Managers, Wholesalers and Investors.Learn more
Training & Value-Add Opportunities for Investment Product Distributors
Don helps train your wholesalers and internal sales staff. Better yet by sponsoring his powerful keynotes and dynamic workshops for your key account Broker Dealer Firms and their Advisors you have opportunities to build stronger relationships.Learn more
Coaching & Professional Development Programs to Get and Keep You on TrackLearn more
Browse through 100’s of compelling audio and video podcasts showcasing Don’s advice on honing the skills necessary to achieve success in this industry. Learn more
4-CD set by Don Connelly & Richard Capalbo, How to Succeed in the Securities Industry, What Elite Advisors Do that Average Advisors Don’t Do – a full pratice management library, 4 1/2 hour recording available in the store. Click for track list and details
All of them feature Don’s revered and indefatigable energy and passion. To name a few – “Say It So It Makes a Difference”, “Simple Truths for Investors”, Distinctively Different: Ya Gotta Stand Out” – see them all
A great benefit of Don Connelly 24/7 membership is the opportunity to participate in live webinars with Don at least once each quarter. Each live event is recorded and available for replay. Learn more
FROM THE BLOG
Here’s a Mr. and Mrs. Client story to help you explain to prospects and clients why taking risks is necessary.
Mr. and Mrs. Client, I know you know what to do. Let me show you how to do it.
You can watch the video or read the transcript, if you prefer.Read More
Running the business gets in the way of growing the business. That’s a fact of life in the Financial Services industry. As the business gets bigger, an Advisor has to make a decision. Am I going to manage money or am I going to manage client expectations? It’s almost impossible to manage both. In my travels, I find most elite Advisors opting for outside management. They choose to manage their clients and their clients’ expectations.Read More
As in so many other industries, your business model as a financial advisor is to open new accounts and gather new assets on a continual basis. However, in order to succeed you need to combine this approach with a plan that ensures your clients will stick with you for the long term. You need to allocate time to both looking after existing clients as well as time to prospect. If you don’t, your current clients will feel discontented; they may start to look elsewhere, and they certainly won’t recommend you to others.Read More