Don Connelly and Richard Capalbo together present a unique keynote or workshop presentation based on their popular 4-CD set/mp3: What Elite Advisors Do that Average Advisors Don’t Do
Attend this event to learn how to:
- spend 75% of your time doing the few things that make a difference in your success
- create a repeatable process to keep you aligned and reach your goals
- become a great communicator whom prospects and clients easily understand
- create conversational competence using parables, stories and analogies
- develop a rigorous client acquisition and retention plan
- let go of clients who do not fit your business model
- master a sophisticated but understandable Asset Management Philosophy
- refine your relationship skills to gain trust, be likable and constantly exceed client expectations
- differentiate yourself from the growing competition
In 7 segments Don Connelly and Richard Capalbo will show you: How to Excel in the Securities Business.
Testimonials
“Great insight into what matters to clients – trust, communication skills, and care about who they are.”
“I love watching them speak, they really know how to keep a captive audience.”
“Nothing really new, but still very well done and a great value-add piece to the two days. I do intend to buy their CDs because of the great way the information is presented.”
“Provided excellent tools to be come much more productive.”
“Great motivators for Advisors success!”
Additional Details:
| On-Site Presentations: | keynote presentations to half/full day workshops |
| On-line Presentations: | one hour to multiple sessions |
| Pricing: | fee + travel expenses, please call to discuss |
| Contact: | 941-346-1166 info@donconnelly.com |
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