A group dinner with Don Connelly and an extensive 8-week follow up program included in the price
It shouldn’t come as a surprise then that Elite Advisors are known for their authenticity, charisma and ability to explain complex concepts in a way that prospects and clients can understand. They all say more by speaking less. Furthermore, they all develop strong relationships with clients based on trust – and it all starts with effective communication.
It’s a fact: Financial Advisors, who communicate in a manner that educates, inspires and influences clients, develop strong client relationships and enjoy success second to none.
If you are ready to take your verbal skills to that level of sophistication, consider joining this one-day exclusive retreat with Don Connelly – seats are limited.
At this retreat you will:
At the end of the retreat, you will have all the tools you need to become an effective communicator who educates, inspires and influences prospective and current clients.
For starters, it doesn’t end at the end of the workshop day.
The goal of this workshop is to help you become a world-class communicator and learn how to educate, inspire and influence clients. This won’t happen overnight. For that reason, we included an extensive follow-up program – to make sure you put in practice all the knowledge you obtain during the workshop day.
Registration & Breakfast
Introduction & Ten Shared Traits and Habits of Elite Advisors
Why EQ Is More Important than IQ
You Better Be Telling Stories
Lunch, served in workshop room
Three Skills That Will Take You to a Whole New Level
Analogies That Resonate with Clients
Cocktails & Group Dinner with Don Connelly in the Yacht Club Dining Room
You can reserve your seat for $1895 – use coupon code WSEarlyBird to get a 20% early bird discount for the March 20 workshop (expires Feb 14). Discount pricing for multiple Advisors attending from the same branch available – call 941.346.1166 for details. The price includes:
You must send an email to firstname.lastname@example.org to receive a confirmation of your cancellation.
Substitutions/name changes may be made at any time prior to the event without penalty.
Cancellation requests received prior to October 31, 2019 will receive a 100% refund.
Cancellation requests received between October 31, 2019 and November 9, 2019 will receive a 50% refund.
Cancellations received on or after November 9, 2019 will not receive a refund.
Cancellation requests received prior to February 28, 2020 will receive a 100% refund.
Cancellation requests received between February 28, 2020 and March 6, 2020 will receive a 50% refund.
Cancellations received on or after March 6, 2020 will not receive a refund.
High performance Advisors stand apart from the competitive crowd. They can charge what they are worth because they have made themselves priceless. In this session, we will discuss how to differentiate yourself and build your own identity. Clients cannot replace you if you are irreplaceable.
Ten shared Traits and habits of Elite Advisors
I am friends with and work with many of the world’s most successful Advisors. I have spent fifty years watching what works and what doesn’t work. In this session, I am going to show you what these Advisors do differently that makes them the best.
The Common Denominator of Success
There is one secret that all successful people share. The secret is not in what they do. The secret is in why they do it. I will tell you why so many self-anointed superstars fail and why the not-so-obvious ones so often get to the top. You can use this secret to determine exactly what your future will be in this business. Apply the secret and you win. Fail to apply it and you will be a casualty. Why don’t most Advisors heed this secret? Because there is nothing more deceptive than an obvious clue.
People don’t just decide what to buy. They also decide who to buy it from. Clients and potential clients are far more concerned with who you are than what you know. Most Advisors have the hard skills to succeed. Far fewer have the confidence to succeed. This is a discussion of why and how clients decide on one Advisor over another. When it comes to gathering assets, soft skills are far more important than hard skills.
Advisors who take the time to become effective storytellers form better relationships and make more money than most Advisors. They understand that people won’t buy what they don’t understand; and the best way to get people to understand is to package your message in story form. In this session, you will learn a five-step process that will help you become a professional storyteller.
People don’t want to do business with the professional you. People want to do business with the real you. People need to know you before they can trust you and all they know about you is what you tell them. That’s why the most important story you will ever tell is the one you tell about yourself, your Who I Am story. What has been your journey? Why did you decide to become a Financial Advisor? How have you earned the right to do what you do? Who are you and why should I choose you? Your story better be tight and your story better be good.
Once we’ve built your Who I Am story, we are going to discuss how to keep your message simple. Ours is a complex industry. It’s a trap to assume that the people we talk to have the capacity to understand everything we are saying. We forget the difficulty we had understanding this very complex material this first time we heard it. The fact is that clients and potential clients know a lot less than you think. The burden is on you to make the unfamiliar familiar. In this session, you will learn how to say things in a way that people will understand and remember. Just a simple thing like using small words will help make your speech elegant.
Thirdly, we will discuss how to captivate the people you meet. Charisma is a learned quality that is both verbal and non-verbal. When you use this skill wisely, people will heed what you say and look to you as a leader to be followed. In order to get people to invest their hard-earned money, it is not enough to persuade them to do so. You must motivate them to do so. That’s why being charismatic is so important to your success. Charisma is magnetism. It is often the difference in who gets the new account.
When you make people understand, you make them feel smart. When you make them feel smart, they like you. And we all do business with people we like. In this session, we will delve into the analogies and power phrases you need to help clients better understand your advice. I’ll give you the right words to overcome objections. I’ll give you an easy and effective way to close. You will learn a powerful bear market presentation. You will be given analogies for every situation: How to explain volatility; the need to create and commit to a long-term financial plan, fees, diversification, why never to market time, the role of a competent Advisor, how to get clients off the fence and more. I’ll show you how to keep it simple.
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.
I attended your workshop and it totally changed my vision of the business. I completed the workbook, but mainly my mentality changed after seeing you! I just wanted to say a huge THANK YOU.
Don, As I enter my 5th year working out here in Kansas City, I just wanted to say thank you. I use your stories several days a week, and they help create positivity in my meetings. I still listen to your CDs even though I’ve been through them so many times. As great as all of our new technology is, it’s still a relationship and customer service business!
Nick Driscoll, Regional Advisor Consultant / Putnam 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
It is always a treat to attend your presentations. You have my eternal gratitude for making my business successful. Thank you again for your contribution to this great business. I am confident that you have touched and improved endless number of lives.
Freddy D Telleria / Financial Network Investment Corporation
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
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.
Thank you for the many years of inspiration. You have been a driving force in my business for years.
Andrew Stout / Merrill Lynch
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
Thanks for the shout out on this month’s newsletter ! I was literally eating my sandwich at a cafe with headphones in and jumped up and said ” that’s me!” Haha.
Just saying thanks for what you do for us FAs in the trenches. I wish I knew about you when I was a rookie at the wirehouse. I remember being given a book called Storyselling for Financial Advisors by Van Kampen and thinking I was too cool for school. I was using Morningstar and all this financial jargon and so many lost relationships with “let me think about it”.
Thanks for keeping your material in just-in-time fashion. I listen to you everyday and my only disappointment is that I wish I found you a lot earlier in my career.
Vernon Ng / Citi Personal Wealth Management, San Francisco