Wholesaler & Internal Sales Staff Training

Investment & Insurance Product Distributors today face similar challenges that Advisors face in developing a brand  that is distinctly different. In an increasingly crowded marketplace it’s more important than ever for  Wholesalers to understand how to get appointments,  build relationships, conduct effective one on one meetings as well as effective branch meetings and how to become a valuable partner to their Advisor clients and their firms.  Don Connelly can help you provide training and professional development for your wholesaling and internal sales staff  that will help them to become elite professionals that attract stronger client relationships and greater assets.

Value-Add Opportunities with Workshops and Keynotes

As an Investment or Insurance Product Distributor, you are most likely pursuing strategies and value-add programs that will enhance your relationship with your Wealth Management/Broker Dealer Clients and their Financial Advisors to ultimately attract more assets.  Don Connelly can provide  great value to the regional and national sales meetings you sponsor for your Broker Dealer Firms and their Financial Advisors through powerful keynote speeches and workshops.

Call 941.346.1166 to learn more!

Don’s dynamic and compelling On-Site Events and Ongoing Training Opportunities give Wholesalers and Advisors the practical tools and ideas that will make an immediate impact on their success.  Don is a master at training Financial Professionals on how to attract and retain clients and how to strengthen client relationships.  He delivers powerful  tools that can be implemented immediately to grow their businesses.

From full-day workshops to 60-90 minute keynote presentations, the following are popular presentations that can be delivered as a keynote, seminar or workshop.

Simple Truths for Investors (A dynamic client Seminar)

Given all the turmoil in the markets, what should prudent people do to achieve their financial goals, be they retirement, educating their children or minimizing their taxes? Don shares wisdom, insights and stories and more than 45 years of observations about the perils of investing and, even scarier, the perils of not investing.

Participants will learn during this event:

  • Things every client should know
  • Focusing on long term goals
  • Pitfalls to avoid
  • The Litany of Disaster

Discuss This Event

Be Brilliant at the Basics – A Repeatable Process for Peak Performance

In every walk of life, the star performers have a dependable and repeatable process that allows them to compete at the highest level under all types of pressure.  This is true of star athletes, star surgeons, star dog trainers or star Financial Professionals.  Every profession has stars and every star has perfected his or her craft over a long period of time.

Participants will learn during this event:

  • Goal Setting
  • Mission Statements
  • Business Planning
  • Marketing Plans
  • Prospecting
  • Getting the Appointment
  • The Presentation
  • Story Telling
  • Closing
  • Referrals
  • Perpetuating the Relationship
  • Character Development

Discuss This Event

Distinctly Different: Ya Gotta Stand Out

The Financial Services industry has become commoditized today like never before.  All firms and all Advisors and Wholesalers pursue the same business with the same successes and the same failures.  Welath Management Firms and Investment Product Distributors  are now more alike than different.  It is difficult  to become successful when you are doing exactly what everyone else is doing.  Being different is more important than ever.  And it’s not hard skills that separate Advisors and Wholesalers from the crowd.  It’s soft skills.  It’s not IQ.  It’s EQ.

Participants will learn during this event:

  • Relationship building
  • Self-management
  • Story telling
  • Verbal skills
  • Soft skills
  • Exceptional client service
  • Branding
  • Marketing Oneself
  • Becoming Referable

Discuss This Event

 Say it So it Makes a Difference

To be successful in this business, Advisors and Wholesalers must be effective communicators – not just when explaining complex subject matter, but also when telling their own personal stories. Financial Professionals  must learn to use stories to demonstrate their values, to overcome objections and to provide a vision of the long term reward that lies down the road – be it for Advisors or their clients.  Participants  will take away six different types of stories that are essential for becoming a master communicator as well as learning powerful stories and analogies that will help clarify their message.

Participants will learn during this event:

  • Effective Communication
  • Stories and analogies
  • Power phrases
  • Building trust
  • Confidence
  • Persuasion skills

Discuss This Event

Getting Clients OFF the Fence: The Greatest Equities Story ever Told

Advisors must continually get clients to focus on their goals regardless of market, economic or political turmoil, if they are to become effective advocates. Advisors love to hear this great presentation.

Participants will learn during this event:

  • Focusing Clients on Goals
  • Motivating clients
  • Effective Communication
  • Story Telling
  • The Litany of Disaster

Discuss This Event

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