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
Pinpointing the main challenges Financial Advisors face in their daily work is a challenge in itself, considering there are so many. But here are three of the most often cited pain points – with a few tips on how to address them.
#1. Getting referrals
If like a lot of other advisors, you often find it difficult to ask for referrals it’s because asking for referrals is essentially like asking for help to grow your business. And having to ask for someone’s help feels like admitting that your business is deficient in some way. Asking for referrals also means facing up to your fear of rejection.Read More
I’m often asked what I read. One of the things I read is the Motivational Manager. They once reprinted an old treatise written by Harry Joiner at ecommercerecruiter.com called – “Before you apply for your next job”.
The title of the Motivational Manager article is simply “Disengage autopilot and take control of your career”. I think it’s really important for advisors to hear this.
It goes on to say that Harry Joiner was an executive recruiter. He meets about a hundred and fifty candidates a week and 90% of those professionals share the same failing – they’re clueless.
He said that most are well educated, and some may even be considered accomplished.
But they have a blind spot where their long-term career vision should be.Read More
If you want to succeed as a financial advisor you need to understand that you, and you alone, are in control of your career. Your future success relies on the choices you make, so take control without delay.
Take some time out to analyze your current practice and identify areas requiring improvement. Commit to change and to getting better at the basics. Change your mindset to re-inforce the idea that you are doing things out of choice rather than necessity.
Take note of Maya Angelou’s words of wisdom: “If you don’t like something, change it. If you can’t change it, change your attitude.”Read More