Customized Coaching with Don Connelly

Help Your Sales Teams Standout – Customized Coaching for Financial Professionals

$7,500.00$10,000.00

For decades Don Connelly has helped Financial Professionals sift through the clutter to find simplicity in the complex. To accomplish this he helps professionals to become experts in three soft skill disciplines: Using stories, analogies and power phrases to keep their message simple and crystal clear; becoming adept at creating and maintaining deep and lasting client relationships; and forming the proper habits shared by all successful Financial Professionals.

If you’re a Financial Advisor, part of a Financial Advisor Team, an external or internal Sales Consultant, or a Product or Relationship manager, then this coaching program is a must. It is not a one-size-fits-all program but is tailored specifically to your needs. Delivered through different modules, exercises, live feedback and role play sessions, Don Connelly will help you work to build upon your strengths to simplify your message, differentiate yourself and get selected over the competition. You can even take advantage of the ‘Pay Later’ option if you have a PayPal account and pay in 4 equal installments in the coming weeks.

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Help Your Sales Teams Standout & Become the Obvious Choice

This is a one-of-a-kind customized coaching program for Financial Advisors who are sincere about growing their Assets Under Management significantly, beginning immediately.

The program is designed specifically to make you great at four essential disciplines: the art of persuasion; the skill of differentiation, the social skill of meeting people for the first time and communicating with clarity.

Investing in this program will be one of the best career decisions you will ever make.

“Strengthening a soft skill is one of the best investments you can make in your career, as they never go out of style,” LinkedIn Learning Editor, Paul Petrone wrote in a blog. “Plus, the rise of AI is only making soft skills increasingly important, as they are precisely the type of skills robots can’t automate.”

With the hours of learning and role playing you will do in this program, you will see tremendous improvement in your people skills, your communication skills and your work ethic.

Let us help you become a world-class communicator. 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.”

Let us help you simplify your message. The faster and more complex our business gets, the simpler your message must be. And creating a simple, clear and relatable message can be difficult. In the words of Steve Jobs, ‘Simple can be harder than complex. You have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.’

Let us help you escape the pack. The financial services industry is fast becoming commoditized. We are all offering similar products and similar processes to similar people with similar results. We are all offering the same or a similar experience. You must make it as plain as day that you are different, that you are not part of the crowd, that you offer a better option. You take your clients on a much better journey.

It takes a high degree of expertise to master the people skills and communication skills necessary to do all of those things, but you can do it. And we will help. The personal approach we employ when designing this customized coaching ensures that the training will match specific needs you may have.

Whether you decide on six 90-minute sessions or twelve 60-minute sessions or a customized number or length of sessions, this program will guide you through the process of developing the verbal competences to educate, inspire and influence prospective and current clients so they make smart decisions and stick with you and the plan you’ve created to achieve their financial goals.

Here are some of the skills that you may choose to include as part of your coaching journey:

☛ The Art of Persuasion

Skills you will learn and practice

  • How to be persuasive without being pushy
  • How to establish your credibility
  • How to develop your logic and reasoning skills
  • How to get clients and prospects to act on your ideas
  • How to connect with your clients on a deep and emotional level
  • How to become a charismatic leader

☛ How to Become Distinctly Different:

Skills you will learn and practice:

  • How to stand apart from the crowd and become the obvious choice in the eyes of your prospective and current clients.
  • How to identify and articulate your added value
  • How to develop, hone and use a world-class value proposition that spells out exactly why people should do business with you.
  • How to create a simple marketing message
  • Discover the three characteristics people focus on when choosing an Advisor
  • Learn what five-star service really means

☛ Conversations Matter

 Skills you will learn and practice:

  • How to meet and talk to strangers
  • How to pivot from small talk to a business conversation
  • Ten rules for developing rapport
  • How to conduct great conversations
  • How to deepen relationships
  • How to become a professional listener

☛ Everyone Loves a Good Story

Skills you will learn and practice:

  • How to use powerful stories, analogies and power phrases to make your message simple, crystal clear, memorable and inspirational.
  • How to transform facts, figures and data into a great story
  • How to build a three-point story that is easy to understand
  • How to build the four stories you must be telling every day
  • How to get your clients to ignore the short-term noise
  • How to become great at story selling

☛ Say it so it Makes a Difference

Skills you will learn and practice:

  • How to achieve profound simplicity
  • How to avoid the trap of giving too much information
  • Why you must stop trying to translate difficult to understand information
  • How to get to the point
  • How to overcome the Curse of Knowledge
  • How to use analogies to keep your message simple

☛ Become Brilliant at the Basics

Skills you will learn and practice:

  • How to master and stick to the basics
  • How to stay focused on your most valuable activities
  • How to create a repeatable process that works for you
  • How to overcome objections and ask for a commitment
  • Learn where the top 1% spend 75% of their time
  • The important habits shared by all successful financial professionals.

Emotional Intelligence Matters More Than You Think

This customized coaching program will help you develop and hone the skills that give you a clear and sustainable competitive advantage over the competition.

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.

We understand there are a lot of coaching programs available to you. But if you are looking for a professional who has the wisdom, experience and expertise to help get you to the next level, you’ll be happy you’ve chosen Don Connelly to guide you through the process to get there.

During Don’s coaching and consulting, you will have the opportunity to tap into his 50+ years of experience in the business and to hone specific skills.

At the end of this customized coaching program you will stand out in a sea of sameness by being seen as essential, priceless and irreplaceable in the eyes of your clients.

If you’re ready to take your practice to new heights, enroll in the six, 90-minute coaching sessions program for $7500 – OR – enroll in the 12, 60-minute coaching sessions program for $10,000!

You can take advantage of the ‘Pay Later’ option if you have a PayPal account and pay in 4 equal installments in the coming weeks.

If you prefer to use a customized number or length of coaching sessions, please fill in the form below to get in touch and discuss your specific needs.

This customized coaching program is different because it focuses entirely on the soft skills needed to elevate your career to the next level. There is no similar coaching program in the world. This program is unique, it’s customizable and it’s focused on what you need to know that you weren’t taught in training. This is a chance to make a great investment in yourself and your business. In five years, you’re going to say one of two things. I’m glad I did or I wish I had.

Here’s How it Works

If we haven’t discussed the details in advance, within 1 business day of order completion, you will receive an email from us to schedule a call to discuss your or your organization’s specific needs and to jointly develop an agenda that’s right for you.

Please add info@donconnelly.com to the safe contacts list in your email so that our messages don’t get stuck in your junk/spam folder.

We realize that a customized coaching experience calls for a customized number or length of sessions or a special payment plan. If this is the case with you, please contact us to discuss your specific needs. If, however, it is more convenient to select a set number/length of sessions, then we offer a 6 session or 12 session formats for purchase in our store. The 6 session format is delivered in six, 90-minute coaching sessions and the 12 session format is delivered in 12, 60-minute coaching sessions.

The program can be delivered in person, virtually or a combination of the two. So that each person gets Don’s personal attention and feedback, the program is best delivered one on one or in small groups.

Throughout the program, Don Connelly and the enrolled Financial Professional(s) will engage in robust discussion and role playing, ensuring that everyone receives immediate and real-time feedback from him personally. Other assignments and exercises are also included, designed to ensure the newly acquired skills are put into practice right away.

If you’re ready to take your practice to new heights, enroll in the six, 90-minute coaching sessions program for $7500 – OR – enroll in the 12, 60-minute coaching sessions program for $10,000! You can take advantage of the ‘Pay Later’ option if you have a PayPal account and pay in 4 equal installments in the coming weeks.

If you prefer to use a customized number or length of coaching sessions, please fill in the form below to get in touch and discuss your specific needs.

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