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
Prospecting is the backbone of your business. It’s the one task you cannot delegate, since people need to like and trust you personally if they are to do business with you. So you should be constantly perfecting your soft skills in order to connect with and win new clients.
Inevitably however despite all your best efforts, you will fail to win influence with certain prospects. And it can be hard giving up on them – especially if you believe there’s even the tiniest chance of them converting.
There is a fine line between giving up too quickly and not knowing when to give up.Read More
Managing client expectations is crucial in order to keep your clients invested in you and with their financial plan. Here are a few ways to make sure you deliver on your clients’ expectations both in terms of investment performance and your level of service.Read More
Creating urgency with prospects is a crucial yet often overwhelming obstacle for many advisors. The problem is how to get prospects to act, rather than deliberate and how to react when a prospect says ‘I’ll get back to you’ or ‘I need to think about it’. It’s essential to have a strategy in place for getting prospects off the fence – otherwise your business will go nowhere. Here are some practical ways you can help initiate this process.Read More