Say It So It Makes a Difference Workshop - Don Connelly & AssociatesThese dynamic and compelling workshops give Advisors and Wholesalers easily implemented, practical tools and ideas that will make an immediate impact on their success.

Don Connelly is a master at training Financial Professionals on how to attract clients and strengthen client relationships; and at providing them with the immediate tools they need to grow their businesses. Workshops can be scheduled on-site or on-line.

Say It So It Makes a Difference

The best Advisors and Wholesalers in the world are among the best communicators in the world.  Storytelling is the oldest and most successful form of communication in the world. Everyone loves a great story and everyone loves a great storyteller.

This workshop is a thorough examination of what psychologist Robert Sternberg calls practical knowledge: knowing what to say to whom, knowing when to say it, and knowing how to say it to maximum effect.

Advisors aren’t always aware that the person to whom they are presenting has little or no knowledge of the subject at hand.  It is difficult for well-informed people to see things from the perspective of lesser-informed people.  When this happens, communication fails.  The message doesn’t stick.  If you’ve played Charades, you’ve had this very same problem.   It’s called the Curse of Knowledge.

In this workshop Advisor are shown how to overcome the Curse of Knowledge.  Similarly, Wholesalers who attend this workshop will learn how to make themselves easily understood with their Advisor clients; and how to use pertinent stories and analogies to help their Advisors make more successful presentations to their clients.

Each participant in this workshop creates his or her own story, a story people want to hear before they are ready to pay full attention to what you have to offer:

  • Who are you?
  • What’s in it for you?
  • What are your qualities?
  • What can you do for me that other Advisors or other Wholesalers can’t?
  • Why should I do business with you?

Participants walk out of this session armed and confident with great stories, analogies and power phrases that can be used immediately whether a Wholesaler or Financial Advisor.  Lastly, they will learn to tell ‘The Greatest Investing Story Ever Told,’ a presentation designed to get investors off the fence.

This workshop is ideal for Financial Professionals, Wholesalers and Advisors who want to perfect their speaking and persuasion skills to say it so it makes a difference.

Learn more about this event


“Awesome speaker, very entertaining, stories I will us from now on”
“Absolutely phenomenal! Inspiring!”
“Absolutely great stuff.  I needed this section of the conference.”
“The best! Great, great stuff!”
“The vernacular was fantastic.  I got 2 ideas that I have heard from other coaches . . . but they resonated from Don”

Additional Details:

On-Site Presentations: keynote presentations to half/full day workshops
On-line Presentations: one hour to multiple sessions
Pricing: fee + travel expenses, please call to discuss
Contact: 941-346-1166

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