Full Practice Management CD Library 300x300
How to Excel in the Securities Industry 4-CD set coverHow to Excel in the Securities Industry 4-CD set back

How to Excel in the Securities Industry

$89.00$99.00

This CD series, How to Excel in the Securities Industryfeatures Don Connelly and Richard Capalbo discussing various aspects of the Financial Advisory business. They present their thoughts and observations on What Elite Advisors Do that Average Advisors Don’t Do. This practice management library is part of Don and Richard’s legacy to the Financial Services industry and is their hope that Financial Advisors around the globe can light their candles from them as Don and Richard have done from so many others throughout their careers.

Note: If you purchase the mp3 version of the 4-CD set, see download instructions at the bottom of this page.

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Description

How to Excel in the Securities Industry – What Elite Advisors Do that Average Advisors Don’t Do – 4-CD set / mp3

Don Connelly and Richard Capalbo have enjoyed long and successful careers in the Financial Services Industry. Through their joint collaboration on this project they offer more than 90 years of experience, insight and wisdom. This CD series, How to Excel in the Securities Industryfeatures Don and Richard discussing various aspects of the Financial Advisory business.

They present their thoughts and observations on What Elite Advisors Do that Average Advisors Don’t Do. This practice management library is part of Don and Richard’s legacy to the Financial Services industry and is their hope that Financial Advisors around the globe can light their candles from them as Don and Richard have done from so many others throughout their careers.

Tracks in each CD

CD 1 CD 2
1. Building Client Trust
2. How to Build a Repeatable Process
3. Managing Clients Versus Managing Money
4. Six Ways to Open Significant Accounts
1. How to Be Distinctly Different
2. How to Delegate Successfully
3. How to Analyze Your Business
4. How to Optimize the Use of Wholesalers
CD 3 CD 4
1. Becoming a Great Communicator
2. Creating a Client Service Model
3. How to Market Yourself
4. There is More than One Right Answer
1. How to Influence People
2. Be Brilliant at the Basics Unplugged…
3. Developing a Robust Capacity to enjoy the Process

Note: If you purchase the 4 1/2 hours downloadable mp3 version of the 4-CD set “How to Excel in the Securities Industry”, once you place your order, you will be able to download 4 mp3 files, 1 file for each CD, with the following tracks and timing:

CD 1 CD 2
1. Intro 0:00
2. Building Client Trust 1:52
3. How to Build a Repeatable Process 11:57
4. Managing Clients Versus Managing Money 21:40
5. Six Ways to Open Significant Accounts 31:49
1. How to Be Distinctly Different 0:00
2. How to Delegate Successfully 15:01
3. How to Analyze Your Business 27:50
4. How to Optimize the Use of Wholesalers 49:33
CD 3 CD 4
1. Becoming a Great Communicator 0:00
2. Creating a Client Service Model 26:44
3. How to Market Yourself 43:42
4. There is More than One Right Answer 54:35
1. How to Influence People 0:00
2. Be Brilliant at the Basics Unplugged … 25:50
3. Developing a Robust Capacity to enjoy the Process 52:21
4. Closing 1:06:06

Once you place your order and complete your payment, you will be shown your order details on the screen with 5 download links – 4 links to mp3 files (1 file per CD) plus a PDF file with the track list and timing of the recordings. You will receive the same order details via email.

NOTES:

1. You can download each file up to 2 times. All download links expire within 5 days of order placement.

2. PC and MAC users – simply click on the download button and you will be prompted to save the file to your computer.

3. Apple Mobile users – You CANNOT download or stream this digital file directly to your iPhone/iPad/iPod. Please check Apple’s support forum for instructions on how to download and manage content on your iPhone, iPad, or iPod using iTunes: https://support.apple.com/en-us/HT201593.

4. Other mobile users – simply click on the download button and depending on your device settings, you will be prompted to save the file to your device OR download will start automatically.

4.50 out of 5

4 reviews for How to Excel in the Securities Industry

  1. John Norden

    :

    5 out of 5

    Thank you gentlement! What a great wealth of knowledge. When is part two coming out? I really got a lot out of the cd’s and from all the years of experience you both have had. I also want you to know that I am from Hawaii and I golfed with Don Connelly about 12 to 13 years ago when you were with Putnam.

    John Norden

  2. Wesley Johnson

    :

    3 out of 5

    hank you for providing this valuable knowledge. looking for Part 2. Being able to hear the thoughts you 2 had is so helpful. All I can really say is THANK YOU to both of you. I can’t get the star points to register but I would give this set 5 stars.

  3. Rob Wynan

    :

    5 out of 5

    Hi Don,
    For me, How to Excel in (financial advice) is a neat summation of the different facets we need to attend to in our business and pride ourselves with excellent client service.
    It also serves as a reminder that although we live in a rapidly changing world the fundamentals will always remain.

  4. Peter J. Tampellini

    :

    Starting out, breaking out , or burnt out- This CD will provide you with countless lessons that we have forgotten and have yet to learn. This a very difficult industry which is continually getting harder. The Cd is motivation and will either keep you on track or get you back on track.

    Wonderful resource.

    Thanks

  5. Keshminder Singj

    :

    Really love listening to all the CDs. Thank you for putting it together Don

  6. Blake Linklater

    (verified owner):

    5 out of 5

    Thank You guys. This CD summarizes everything you need to know to succeed in the industry.

    I found so many teachings and seminars we advisors go to they give you RA RA and knowledge but no one tells you “how” to do it.

    This CD tells you how. It gives you marketing ideas to open new accounts such as event marketing, and even a unique take on asking for referrals.

    It tells you how to create repeatable process and what it looks like.

    Without a doubt, after listening to this I have implemented the tactics and has resulted in at least 1 new household this December.

    More will come in the new year as I implement more of it.

    It also provides detailed examples of how to differentiate yourself.

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