Become Brilliant at The Basics – What They Don’t Teach You in Training

A 24-Step Video Training Course with Don Connelly –
Available as a Self-paced Program and as a 12-week Coaching Program

Are you just starting your business? Or, are you a seasoned Financial Advisor who’s feeling stuck and looking to hone their skills to enjoy even greater success?

If so, this 24-step program, complete with videos, exercises and even group coaching, has been designed specifically for you.

See program details and enroll – starting from $149!

Available as a self-paced training course with 24 videos and exercises, or a 12-week program featuring LIVE group coaching sessions with Don Connelly. If you’re serious about becoming an Elite Advisor, this is THE training course you cannot afford to miss.

Do you know how to beat the 80% failure rate in our business? This training course will give you the answer and the know-how to do it.

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. Other Advisors suffer from stagnated growth over the years. Don’t let either of those things happen to you!

Enroll in this training course now. Whether you gain access to the self-paced program today, or take advantage of the next 12-week coaching program, this course will walk you through the process of developing the verbal competence, attitude and soft skills needed to attract and maintain clients. Developing and honing these powerful skills and techniques will help you to educate, inspire and influence people into making smart decisions.

Here are the 24 steps in the course, each with a video lesson and an exercise, all designed to help you build and keep momentum:

#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

Click here to get the full training course curriculum in pdf format.

If you enroll in this training course today, you will:

  • Become brilliant at the basics – basics that ensure you achieve great success in this business.
  • Develop and hone the most important habits you must adopt in order to survive and hopefully thrive in a competitive and challenging industry.
  • Develop a confidence that you can carry with you for the rest of your life.
  • Get in the habit of doing the right things and learn to overcome self-sabotage.
  • Learn how to stay focused on what’s important and do what’s needed – how to get an appointment, how to ask for commitment, how to sell yourself in the first meeting, how to overcome objections, to name a few.
  • Learn how to market yourself properly.
  • Develop certain qualities prospects and clients look for in their Advisor – including likeability, trustworthiness and authenticity.
  • Learn how to keep it simple by using stories and analogies that make the unfamiliar familiar.
  • Learn what to say and how to say it to confidently educate, inspire and influence prospects and clients into action.

What’s included in this program?

This training course is available in two formats – as a self-paced program (always open!) or as a 12-week group coaching program (open only a couple of times a year). Here’s a quick comparison of the two:

Self-paced program includes:

  • 24 video lessons.
  • 24 exercises.
  • An Exercise Guide to use as a working document during the course but also, to refer back to it and refine it through the years as your business evolves.
  • Always open – enroll and start watching videos and completing exercises as quickly or as slowly as you wish.
  • A weekly email reminder to watch a video lesson and take an exercise.
  • A certificate of completion (downloadable upon course completion)

12-week coaching program includes:

  • 24 video lessons.
  • 24 exercises.
  • An Exercise Guide to use as a working document during the course but also, to refer back to it and refine it through the years as your business evolves.
  • LIVE coaching sessions with Don Connelly, every third week.
  • A set schedule and weekly reminders to build momentum, keep you accountable and complete the course in 12 weeks with a group of peers.
  • A certificate of completion (downloadable upon course completion)

Is this training program for you?

This training program is definitely for you if:

  • You have been a Financial Advisors for 5 years or less and are looking for ways to kick-start your business.
  • You have many years in the business but as it so happens to many, you’re stuck at your current level because you’ve strayed away from the basics that made you successful in the first place.
  • You wish to develop and hone the soft skills needed to become an Elite Advisor.
  • You want to always get your message across with prospective and current clients, and never be misunderstood.
  • You want to de-commoditize your business and be paid what you’re worth.
  • You want people to like you, trust you and think you are smart.
  • You want to grow your business in a healthy and steady manner.

This training program is definitely NOT for you if:

  • You don’t have the time right now to put in the focused effort needed to develop superb soft skills.
  • You are looking for a shortcut or a silver bullet for success.
  • You think product knowledge and good timing is what matters most for the Financial Advisors’ success.
  • You don’t see any benefits and have no interest in learning how to use stories, analogies and power phrases when talking with prospective and current clients.
  • You talk more than you listen and don’t see any good reason why that should change.
  • You think it’s the client’s problem if they don’t understand what you’re saying.
  • You care only about the size of your pay check.

This training course will change the way you view your practice.

You can proceed as slowly or quickly as you desire through the lessons, if you have enrolled in the self-paced course. Or if you select the course with the LIVE group coaching sessions, you have the added benefit of accountability and the opportunity to interact with one of the best minds in the business as well as interacting with your peers. This coaching format is open only a couple of times a year and is limited to 15 Advisors at a time so that all participants can get the attention and answers they need during the LIVE group coaching sessions..

Regardless of which training format you choose, self-paced or with group coaching, 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. And even LIVE group coaching. A survivor’s manual. And an enormous head-start on your competition.

And we have a 14-day money-back guarantee!

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.

☛ Enroll now in the self-paced program for $149!


☛ Get notified when the next 12-week coaching program opens for registration

24 Video lessons, 24 exercises and 3 section tests or 5 LIVE coaching programs included. A must-take program for Advisors who’ve been in business for 5 years or less and want to kick-start their practice, stay in business and achieve great success.

Don Connelly - Bio

About Don Connelly

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.

What Financial Advisors say about Don Connelly’s training

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

Enroll in the self-paced program for $149 – gain access today!

Get notified when the next 12-week coaching program opens for registration!

24 videos. 24 exercises. 3 section tests or 5 LIVE coaching sessions. And a huge head start on your competition. Enroll now.