Everything new with Don Connelly & Associates will be posted in this category – new keynote speeches, workshops or other events coming up, new CD releases, webinars, and more.

Happy Thanksgiving – Why We Should Be Profoundly Grateful That We Are Financial Advisors

Happy Thanksgiving - Why we should be profoundly grateful that we are Financial Advisors

Despite the pervasive and crippling ‘bad news sells’ syndrome, people the world over do pause to give thanks for all that is good. Canadians celebrate Thanksgiving in October. The Koreans celebrate Chusok in August. The Chinese celebrate in August as well, in a festival called August Moon. India celebrates Pongal in January. The Germans normally celebrate Erntedankfest in October. The United States celebrates Thanksgiving in November. We all, in our own way, celebrate the bountiful harvest.

Why we should be profoundly grateful that we are Financial Advisors

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Happy 4th of July

Happy 4th July from Don Connelly & Associates

Nations throughout the world celebrate important holidays in ways important to its citizens. America has eleven federal holidays and each is special. The Fourth of July might be the most special of all. We call it Independence Day or simply the Fourth. Read on.

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The 7 Essential Traits of Successful Financial Advisors

The 7 Essential Traits of Successful Financial Advisors

On our February 24, 2015 webinar, our special guest was Dave Hubbard, President and owner of Exemplar Financial Network. Over the past thirty years, Dave has built a thriving firm of more than one hundred Advisors. But Dave is far more than a successful Advisor and business owner. He is also an acclaimed coach who has helped hundreds of Financial Advisors fulfill their potential.

The title of this particular webinar was ‘The Seven Essential Traits of Successful Advisors.’ Dave enumerated and elaborated upon the most common shared qualities among the successful Advisors he knows.

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Top 10 Most Popular Posts on Don Connelly’s Blog in 2014

Top 10 Most Popular Posts on Don Connelly's Blog in 2014

We at Don Connelly & Associates had a great year in helping Financial Advisors and Sales Professionals deliver great performance day in and day out. We’d like to thank you for being loyal readers of Don’s blog and letting him help you grow your businesses. As we are constantly trying to come up with interesting pieces of advice on soft skills and hard skills to help Financial Advisors ignite their business, here’s a quick roundup of the 10 most popular posts in the year 2014:

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Looking Back on 2014

Looking Back on 2014

Thank you.

Your support means the world to everyone here at Don Connelly & Associates. Without you, there is no learning center. Your loyalty is not taken for granted.

2014 was a learning year for me, as I’m sure it was for you. I remember Bob Dunwoody once described himself as a student-teacher. He said he learns as much from Advisors as he teaches them. I know what he means.

It was also a year of observation.

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What Elite Advisors Do That Average Advisors Don’t Do

Center Stage with Don Connelly and Richard Capalbo - What Elite Advisors Do that Average Advisors Don'd Do

What Elite Advisors Do That Average Advisors Don’t Do

I am happy to report that our webinars keep growing in size and popularity. On November 5, 2014, we had several hundred Advisors join in to listen to words of wisdom from Richard Capalbo. Richard was so scintillating that the questions poured in at the end.

Richard told the participants that he intended to focus on three main topics:

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How to Use Stories and Analogies to Influence and Persuade

How to Use Stories to Influence and Persuade - for Financial Advisors

During our latest monthly webinar, held July 24, 2104, we discussed the importance of speaking in such a manner that our listener understands everything we say. It is the Advisor’s job to influence and persuade and it all begins with communicating clearly. “We want to go home and think it over” is often code-speak for “We don’t really understand you.”

When you give a good presentation full of sound advice and people choose not to act, what went wrong? Why did they choose not to do business with you? Why did you fail to move them?

There really aren’t that many possible answers to this question.

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Make Sure You Are Not Just Moving, but Moving in The Right Direction

Don Connelly Center Stage with Brian Church - Moving in the Right Direction

Brian Church, business consultant and author, was our special guest on the recent April 30, 2014 Webinar. Participants from around the globe watched and listened as Brian put forth his ideas on how Financial Advisors can and must keep their businesses, their ideas and their client relationships moving in the right direction.

We must focus on LIFT, Brian’s term for growth; bettering our delivery, making the best use of our time, and growing our revenue through thick and thin. As fees continue to get compressed, we must increase the value of what we offer to the public.

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Inflection Points – The Science of Relational Milestones

Relationship Momentum Book Cover

I have had the pleasure of working with Financial Advisers for a number of years and I don’t think it is a secret that the strength of an adviser’s practice is measured in the quality and quite often, the profitability of his or her relationships.

No matter the endeavor, we are always in the pursuit of gaining Trust, Value and Momentum for our Relationships. There is certainly an Art and Science to creating Relational Momentum and today, we will take a look at the Science through Relational Milestones, or as I like to call them, Inflection Points!

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The Alzheimer’s Tsunami & Preparing for the Worst

The Alheimer's Tsunami - Preparing for the Worst

Understanding the Signs, and YOUR legal & Ethical Liability

We heard you loud and clear! On February 18, 2014, Don Connelly 24/7 held a second webinar discussing a Financial Advisor’s call to action upon a client’s diagnosis of Alzheimer’s.

Is the Advisor obligated to act? If so, how?

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