Help Your Sales Teams Stand Out & Become the Obvious Choice

Customized Coaching Program for Financial Professionals, including Financial Advisors, External & Internal Sales Consultants, Product or Relationship Managers.

When you hire Don Connelly as your coach, with his guidance you can become an expert in three soft skill disciplines: Using stories and analogies to keep your message simple and crystal clear; Becoming adept at creating and maintaining deep and lasting client relationships; Forming the proper habits shared by all successful Advisors.

After more than 50 years in the Financial Services industry AND presenting thousands of presentations and workshops to Financial Advisors, their clients, and Product Distributors throughout the US and internationally, Don Connelly’s wisdom, charisma, and masterful interpersonal skills uniquely position him as the obvious choice to train and coach your financial professionals, be they financial advisors/teams or Regional & Internal sales consultants and relationship managers.

Don’s ability to connect with the audience, to communicate and inspire passion and confidence will ensure that your sales professionals hone the core skills and competencies needed to grow their business. They will put it all in practice through discussion and role play, receiving immediate real-time feedback from their peers and Don Connelly himself.

Get in touch to discuss this opportunity

The personal approach we employ when designing this customized coaching ensures that the training will match any specific needs you or your company might have. For additional information, get in touch today!

Learn how to be inspiring and different from the competition and you will attract clients who want to do business with you!

Customized or packaged programs designed to educate, inspire and influence

Don’s customized coaching can be presented live, through online or onsite meetings, or a combination of both. He also offers packaged coaching programs with a mixture of videos and live coaching sessions.

All of our coaching is designed to assist Financial Professionals in escaping the commoditization trap of our business and help them stand out in a sea of sameness.

It is only through the mastery of soft skills, that a professional can excel in this business and stand apart from the crowd. It is essential to master soft skills such as establishing credibility, articulating complex subjects with simple clarity, creating powerful messages that clients remember, stirring up emotions and passion, developing empathy and active listening skills, and building rapport.

During Don’s coaching and consulting, your sales professionals will have the opportunity to hone specific skills:

Don’s goal is to coach and mentor financial professionals to develop and hone the skills that give them a clear and sustainable competitive advantage over the competition. That competitive advantage makes it clear why someone should do business with you or your team.

Following are a just a few of the areas we will focus on developing during the intensive personalized coaching program:

  • Effectively positioning and communicating your brand and products
  • Creating a distinct competitive advantage
  • Asking the right questions and active listening
  • Learning to story-sell your company’s financial/insurance solutions
  • The art of the meeting – getting it and effectively managing it
  • Overcoming objections and asking for a commitment
  • Mastering effective follow-up
  • Learning how to keep it simple through the effective use of stories, analogies and powerful rhetoric all designed to educate, inspire and influence prospective and current clients
  • Developing a winning work ethic
  • Developing a world-class value proposition

At the end of this customized coaching program your Financial Advisors or Professional Sales/Marketing Consultants will stand out in a sea of sameness by being seen as essential, priceless and irreplaceable in the eyes of their clients. 

Get in touch to discuss this opportunity

This coaching program will be customized to meet your team’s specific needs.

How does this customized coaching program work?

This coaching program is designed for for financial services professionals who deal with people; and whose goals are to provide these people with exceptional service, to be a problem solver and to share new ideas all with a goal of achieving growth.

We recommend delivering this coaching program through 60-90 minute sessions. The sessions are both dedicated to teaching specific skills as well as a focus on putting into practice what has been presented through discussion, role playing and feedback.

Ready to discuss this coaching experience yet? Watch this 5-minute video with excerpts from an onsite workshop to get a better idea of Don’s teaching style and the type of stories he uses to convey his message and inspire his audience.

If you think this customized coaching program with Don Connelly would be of value to your firm, please call 941.346.1166 or fill in this form to get in touch and further discuss this opportunity.

Don Connelly - Bio

About Don Connelly

Don Connelly’s career on Wall Street spans more than 50 years and today he is one of the most successful speakers in the Financial Advisory industry. Don Connelly educates, entertains and motivates audiences; more importantly – he inspires financial Advisors to achieve great accomplishments through mastering the conversational tools and soft skills that allow financial professionals to communicate with their clients in a totally confident, straightforward and understandable way.

Don’s mission for financial professionals is profound, yet simple:

The more successful we become the further we get away from the basics that made us successful in the first place. Learn to do something right and then do it right every single time.

What Financial Advisors Say about Don Connelly’s Training

In an industry that is constantly trying to reinvent itself it’s nice to hear someone, indeed a legend like yourself, preaching the virtues of being nice to people, earning their respect and trust, and learning as a student of the game anything and everything to help mom and dad at the kitchen table.

Thanks so much for what you’ve given me to get back on track — $2.5 million in new assets and possibly another $5 million in the pipeline. Back to the basics-I listen to three podcasts of yours every morning before getting ready for work. Thanks for your wisdom and common sense.

You have my eternal gratitude for making my business successful. Thank you again for your contribution to this great business. I am confident that you have touched and improved endless number of lives.

Don, thank you for all your support over the years. You have had a major impact on the way I approach my meetings and presentations. In short…..”Game Changer.

I have learned so much from you in the past couple of days, since joining Don Connelly 24/7. I love your style and ability to say it like it is. You have such a fantastic way of putting things into perspective.

I have to say you have been an inspiration to me over my career. I always look to your stories to lift me through the bad times and keep me charged during the good ones. Keep up the good work. It works!

Thank you for the many years of inspiration. You have been a driving force in my business for years.

The Don of forthright, practical, time tested and market proven financial advice training. Full of one liners; totally authentic. Love it.

If you think this customized coaching program with Don Connelly would be of value to your firm, please call 941.346.1166 or fill in the form below to get in touch and further discuss this opportunity.

Prefer a packaged program? Check out our packaged training and coaching programs.

Fill in the form below to get in touch with us to discuss how Don’s coaching can help you achieve your goals.