Master Specific Soft Skills to Start Growing Your Assets Under Management Immediately
Customized Coaching Program for Financial Professionals, including Financial Advisors, External & Internal Sales Consultants, Product or Relationship Managers.
It is impossible to become great in our business without mastering specific skills. This is the ONLY coaching program in the financial services industry that focuses solely on six skills you must perfect in order to become a high performance and extraordinary financial services professional.
Delivered individually or in small groups, this program inspires passion and confidence in the enrolled sales professionals to hone the core skills and competencies needed to grow their business in a predictable and sustainable manner – skills like 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. Financial Professionals will put it all in practice through discussion and role play, receiving immediate real-time feedback from their peers and Don Connelly himself.
Learn more about this program now!
The personal approach we employ when designing this customized coaching ensures that the training will match the specific needs you or your company might have. Click the button to learn more!
Don’s promise to you: If you master these six skills, you will be extraordinary in this business and in life.
#1. The Art of Persuasion and Motivation
How to be persuasive without being pushy. With this knowledge you will be persuasive without being pushy. Furthermore, you will be able to motivate anyone you choose to act on your recommendations.
#2. Being Distinctly Different
With this knowledge you will be able to stand apart from the crowd and become the obvious choice in the eyes of prospective and current clients.
#3. Becoming an Outstanding Conversationalist
With this knowledge you will effortlessly meet and talk to strangers. Conversations matter – and you will have become a great conversationalist.
#4. The Art of Storytelling
With this knowledge you will use powerful stories, analogies and power phrases to make your message simple, crystal clear and memorable.
#5. Say it so it Makes a Difference
With this knowledge, you will achieve profound simplicity when communicating with prospects and clients, and will avoid the trap of giving too much information.
#6. Achieve Brilliance at the Basics
Learn where the top 1% spend 75% of their time. With this knowledge you will form proper habits and develop repeatable processes that all Elite Advisors share.
LinkedIn Learning Editor, Paul Petrone wrote in a blog: “Strengthening a soft skill is one of the best investments you can make in your career, as they never go out of style. Plus, the rise of AI is only making soft skills increasingly important, as they are precisely the type of skills robots can’t automate.”
Warren Buffett pointed out that, “If you want to get ahead, focus on your communication skills. Honing this skill could even increase your worth by 50%. A relatively modest improvement can make a major difference in your future earning power, as well as in many other aspects of your life. That’s because what’s really essential is being able to get others to follow your ideas.”
This is a customized coaching program designed for Financial Professionals to master these six skills through discussion, role play and immediate feedback.
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 financial professionals, be they financial advisors/teams or Regional & Internal sales consultants and relationship managers.
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 just a few of the areas you 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 yourself and your ideas
- Building rapport when meeting someone for the first time
- Overcoming objections and asking for a commitment
- Learning how to keep it simple through the effective use of stories, analogies and powerful rhetoric designed to educate and inspire
- Developing a winning work ethic
- Developing a world-class value proposition
Don’s customized coaching can be presented live, virtually or a combination of the two. At the end of the program, you will stand out in a sea of sameness by being seen as essential, priceless and irreplaceable in the eyes of others.
See more details about the program
Delivered individually or in small groups, live, virtually or in combination of the two, this coaching program helps Financial Professionals put everything they learn in practice through discussion and role play, receiving immediate real-time feedback from their peers and Don Connelly himself.
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.
Enroll in the 6, 90-minute sessions program format for $7,500 or Enroll in the 12, 60-minute sessions program format for $10,000
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.
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.