April 14, 2014 / by Brian Church / Managing the Relationship, What's New / 0 comments
I have had the pleasure of working with Financial Advisers for a number of years and I don’t think it is a secret that the strength of an adviser’s practice is measured in the quality and quite often, the profitability of his or her relationships.
No matter the endeavor, we are always in the pursuit of gaining Trust, Value and Momentum for our Relationships. There is certainly an Art and Science to creating Relational Momentum and today, we will take a look at the Science through Relational Milestones, or as I like to call them, Inflection Points!
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What’s New on Don Connelly 24/7 in November
December 1, 2014 / by Diana Marinova / What's New on Don Connelly 24/7 / 0 comments
Happy Cyber Monday, everyone! We don’t have a special promotion running for today but Don Connelly & Richard Capalbo did release their first CD-set together just last week, How to Excel in the Securities Industry, so you may want to check it out. Order the 4-CD set here!
It’s time for our blog series, What’s New on Don Connelly 24/7. We recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and webinars. Read on!
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What Elite Advisors Do That Average Advisors Don’t Do
November 10, 2014 / by Don Connelly / Best Practices, What's New / 0 comments
What Elite Advisors Do That Average Advisors Don’t Do
I am happy to report that our webinars keep growing in size and popularity. On November 5, 2014, we had several hundred Advisors join in to listen to words of wisdom from Richard Capalbo. Richard was so scintillating that the questions poured in at the end.
Richard told the participants that he intended to focus on three main topics:
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What’s New on Don Connelly 24/7 in October
October 30, 2014 / by Diana Marinova / What's New on Don Connelly 24/7 / 0 comments
As October comes to an end, it’s time for our blog series What’s New on Don Connelly 24/7. We recap new video and audio podcasts, Weekly Focus issues, the Monthly Newsletter, and upcoming webinars. Read on!
Read more
Inflection Points – The Science of Relational Milestones
April 14, 2014 / by Brian Church / Managing the Relationship, What's New / 0 comments
I have had the pleasure of working with Financial Advisers for a number of years and I don’t think it is a secret that the strength of an adviser’s practice is measured in the quality and quite often, the profitability of his or her relationships.
No matter the endeavor, we are always in the pursuit of gaining Trust, Value and Momentum for our Relationships. There is certainly an Art and Science to creating Relational Momentum and today, we will take a look at the Science through Relational Milestones, or as I like to call them, Inflection Points!
Read more