A self-paced training course with 24 videos and exercises included. A survivor’s manual and an enormous head-start on your competition. Enroll now.
Many advisors enter the industry mistakenly believing that hard skills and product knowledge are all they need to succeed. But let’s face it – we are all taught the same things in training, and as a result, in the eyes of prospective clients we all tend to look the same, sound the same and sell the same products.
Then, how do you make sure prospects choose you over the competition? Here’s a hint: Soft skills.
Remember: Your degree and qualifications are worth nothing without the accompanying soft skills. Your training and knowledge are solid foundations for your career, but your success will come down to two things: whether people like you and trust you. Unless you learn how to forge emotional connections, people will remain unconvinced you can do anything to help them.
So many advisors leave the trade in their first few years because they weren’t able to cut through the noise and attract enough clients. Don’t let that happen to you!
Gain access to this self-paced training course today. It will walk you through the process of developing the verbal competence, attitude and soft skills needed to attract and maintain clients. Developing these powerful skills and techniques will help you to educate, inspire and influence people into making smart decisions.
#1. Nothing Happens without an Appointment
#2. Focus on Your Most Valuable Activity
#3. How to Develop a Simple Marketing Plan
#4. The True Value Underlying Your Fees
#5. Ask for The Order
#6. Create a Repeatable Process
#7. It’s All About Your Added Value
#8. Master the Basics
#9. Never Underestimate Yourself
#10. Focus on Your Soft Skills
#11. Become a professional listener
#12. You Must Answer the Proper Question
#13. Be Distinctly Different
#14. Become a Client Advocate
#15. Care More Than People Expect You to Care
#16. Sell Yourself in The First Meeting
#17. Communicating as Intended Is Vital to Your Success
#18. The Most Important Story You Will Ever Tell
#19. Three Analogies to Use in Volatile Markets
#20. Three Analogies for Explaining the Role of The Financial Advisor
#21. The Crystal Ball Story
#22. How to Give a Formal Presentation
#23. How to Overcome Objections
#24. What Exactly Is a Value Proposition
You can proceed as slowly or quickly as you need through the lessons, with reminders being sent by email along the way.
There is no other video training of its kind available. It will save you a ton of wasted time in trial and error, and ensure you stay in business and achieve great success.
24 lessons. 24 exercises. 3 section tests. A survivor’s manual. And an enormous head start on your competition.
If you start the course but it turns out it isn’t a good fit for you after watching a couple of video lessons and doing a couple of exercises, just drop us a note sharing your experience and we’ll refund your payment.
Don Connelly’s career on Wall Street spans nearly 50 years and today he is one of the most successful speakers in the Financial Advisory industry. Don Connelly educates, entertains and motivates audiences; more importantly – he inspires financial Advisors to achieve great accomplishments through mastering the conversational tools and soft skills that allow financial professionals to communicate with their clients in a totally confident, straightforward and understandable way.
Don’s mission for financial professionals is profound, yet simple:
The more successful we become the further we get away from the basics that made us successful in the first place. Learn to do something right and then do it right every single time.
Don is an absolute master at cutting through the constant ‘noise’ that surrounds all of us, always with great humor and clarity, to focus on what is ultimately important for our long term success as advisors – the basics. No matter how much our business appears to change, his message and principles remain timeless.
Scott Cooper, CFP, CFS / Vice President, Economics concepts/Securities America Inc.
Thanks so much for what you’ve given me to get back on track — $2.5 million in new assets and possibly another $5 million in the pipeline. Back to the basics-I listen to three podcasts of yours every morning before getting ready for work. Thanks for your wisdom and common sense.
Chip Gordy, MBA, CRPC / Owner, Investment Advisor Representative, Coastal Wealth Management LLC
Don’s combination of humor and sales knowledge is an unbeatable formula for getting sales professionals to stay focused on the basics.
Steve Scherbarth / Director Wealth Management Services,
RBC Correspondent Services
The Don of forthright, practical, time tested and market proven financial advice training. Full of one liners; totally authentic. Love it.
Neil Smith / Owner, Life Risk Limited, Christchurch, New Zealand
I have to say you have been an inspiration to me over my career. I always look to your stories to life me through the bad times and keep me charged during the good ones. Keep up the good work. It works!
EJ Long / Long Financial Group, Inc.
Don, thank you for all your support over the years. You have had a major impact on the way I approach my meetings and presentations. In short…”Game Changer.
Christopher Downey / Wholesaler. Franklin Templeton Investments
In an industry that is constantly trying to reinvent itself its nice to hear someone, indeed a legend like yourself, preaching the virtues of being nice to people, earning their respect and trust, and learning as a student of the game anything and everything to help mom and dad at the kitchen table. I hope we are not the last two screaming this from the mountain top!
Hope to see you again on the road. We are lucky to have you representing all of us in financial services.
Gabe Christian Gabrielsen / President, Lightstone Capital Markets
24 videos. 24 exercises. 3 section tests. And a huge head start on your competition. Enroll now.