See Your Presentation Through
/ Don Connelly / Presentation Skills / 0 comments
You’ve worked hard to develop and tweak your presentation. You’ve given it and heard it countless times. But your prospective client hasn’t. It’s his or her first time through. Don’t get bored with your good stories and don’t get lazy. Too many Advisors develop a great presentation and then start leaving out key words and phrases. All of a sudden, the presentation doesn’t work so well.
Always remember that even though you have told the story before, the person sitting in front of you has never heard it. Every presentation is Opening Night.
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Check out a popular video i have on YouTube on becoming a good storyteller:
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Don Connelly is a speaker, coach, and long-time advocate for clear, confident communication in the financial advisory profession.
With more than 50 years of experience in financial services, Don has worked in roles ranging from financial advisor and branch manager to senior executive and industry spokesperson. Along the way, he developed a deep appreciation for the fundamentals—especially the conversational skills that build trust and understanding with clients.
This blog explores timeless ideas about communication, mindset, and professional growth for financial advisors who want to simplify their message and strengthen client relationships.
Don also publishes additional insights for subscribers on his Substack channel, Wit and Wisdom.
