Help Your Sales Teams Become the Obvious Choice

A 12-Session Coaching Program for Regional & Internal Sales Consultants

Hire Don Connelly for this LIVE, online or onsite training to help your sales teams better market themselves so Advisors see them as uniquely qualified sales partners and distinctly different from the competition.

After 50 years 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 Regional & Internal sales consultants.

His ability to connect with the audience, to communicate and inspire will ensure that your sales teams will not only learn core skills and competencies needed to grow your business, but would 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

This 12-session coaching program can be customized, on request, to better match any specific needs your company might have. Get in touch today to further discuss!

Don’t try to be the best. Be different and you will attract Advisors who want to do business with you!

The 12-session coaching program can be presented live, through online meetings or onsite meetings, over 12 sessions. It will assist Professional Sales Consultants in escaping the commoditization trap of our business and help them to stand out in a sea of sameness.

During this program your sales professionals will have the opportunity to hone skills within three specific skill sets:

Don’s goal in working with your Sales Consultants is to help them develop and hone the professional skills that give them a clear and sustainable competitive advantage over the competition. That competitive advantage answers the ‘why.’ “Why should I do business with you?”

Following are a just a few of the Ideas we will focus on developing during the intensive 12-session 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
  • Developing stories about the Professionals running the money
  • The art of the meeting – getting it and effectively managing it
  • Identifying and articulating your added value
  • Overcoming objections and asking for a commitment
  • Mastering effective follow-up
  • Learning how to keep it simple
  • Helping Advisors to use stories and analogies effectively
  • Developing a winning work ethic
  • And much more

At the end of this 12-session coaching program your Sales Consultants will stand out in a sea of sameness by being seen as essential, priceless and irreplaceable in the eyes of their Advisors. 

Get in touch to discuss this opportunity and enroll your Regional and/or Internal Sales Consultants

12 sessions, six of them entirely dedicated to role playing and real-time practice and feedback. Delivered in small groups of no more than 5 sales consultants to ensure Don gives his individual attention and personal feedback to every participant.

How does this 12-session coaching program work?

This 12-session coaching program is designed specifically for Regional & Internal Sales Consultants who represent or distribute investment or insurance products to Financial Advisors or Insurance professionals. It can also be adapted for teams of Advisors when requested.

Six of the 12 sessions are dedicated to teaching specific skills for 60 minutes. The other six, 90-minute sessions are focused entirely on putting into practice what has been presented and includes discussion, role playing and feedback. These follow-up sessions are essential for participants to discuss what they have learned and implemented from the previous session, and allows for immediate feedback from Don Connelly during these action sessions.

All coaching sessions are delivered to small groups of no more than five Sales Consultants at a time to ensure each and every one of the participants gets the opportunity to present his or her ideas and to receive Don’s personal attention and feedback to help them improve their skills and grow their business.

For groups of more than five Regional Consultants, additional small group follow-up sessions are scheduled and special pricing applies.

☛ Please get in touch to receive a detailed agenda of the coaching program and to further discuss how your sales teams can benefit from it.

Ready to enroll your Regional or Internal Consultants yet? Watch this 5-minute video with excerpts from a workshop held live, onsite 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 12-session 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, discuss the details and enroll your Regional or Internal Sales Consultants.

Don Connelly - Bio

About Don Connelly

Don Connelly’s career on Wall Street spans nearly 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.

All our services, workshops & training programs are designed to be compelling, easily implemented and results driven to help Financial Professionals become more successful and thus, more profitable. ☛ Click to learn more.

Fill in the form below to get in touch to discuss details if your firm would like to enroll any Regional or Internal Sales Consultants in this 12-session coaching program with Don Connelly.