Home / Articles by: Don Connelly

Articles by: Don Connelly

Don Connelly is a speaker, coach, and long-time advocate for clear, confident communication in the financial advisory profession. With more than 50 years of experience in financial services, Don has worked in roles ranging from financial advisor and branch manager to senior executive and industry spokesperson. Along the way, he developed a deep appreciation for the fundamentals—especially the conversational skills that build trust and understanding with clients. This blog explores timeless ideas about communication, mindset, and professional growth for financial advisors who want to simplify their message and strengthen client relationships. Don also publishes additional insights for subscribers on his Substack channel, Wit and Wisdom.

How Valuable Are You?

/ by Don Connelly / Presentation Skills / 0 comments

How Valuable Are You to Your Clients

Doing your job, even doing it well, will not set you apart. You will stand apart when you are known for doing more than is expected of you. Every Advisor’s wish is to be highly valued by his or her clients. How, then, do we make the relationship valuable in the eyes of the client?

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Do You Deserve Referrals?

/ by Don Connelly / Prospecting / 0 comments

Do You Deserve Referrals

Everybody wants referrals, but only those who are referable get them. What does it really mean to be referable? What does it mean to deserve referrals? It means more than being competent at your job. It means more than being great at what you do…

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