Exclusive One-Day Workshop with Don Connelly:
Acquiring Effective Communication Skills – Learn to Confidently Educate, Inspire and Influence Clients like Elite Advisors Do

Did you know that the #1 reason clients fire their Financial Advisors isn’t poor performance, but poor communication on the Advisor’s part?

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.

How is this workshop different?

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.

Here’s a summary of what makes this workshop different from any other workshop you have ever attended.

• Designed and delivered in small groups of no more than 25 Advisors, this workshop guarantees that you will receive Don Connelly’s personal attention and will get your questions answered.
• A group dinner with Don Connelly at the Yacht Club on Friday evening after the workshop enables you to continue the discussion of ideas and plans discussed during the workshop.
• During the weeks following the workshop, you’ll receive a few follow-up emails with implementation activities to help you put the new knowledge into practice.
• Four to six weeks after the workshop, you’ll have the opportunity to schedule a 30-min. one-on-one consultation with Don Connelly over the phone to help you put the concepts to work and answer additional questions.
• Six to eight weeks after the workshop, a group webinar with Don Connelly and all workshop attendees will take place so Don can make sure you implement the needed changes to your presentations and work flow so you better communicate with prospects and clients.

Is this workshop for you?

A quick overview of the workshop program:

Pricing:

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:

• Workshop materials
• Breakfast, lunch, snacks and refreshments during breaks
• Dinner with Don Connelly at the Yacht Club on Friday evening after the workshop.
• Five weekly follow-up emails after the workshop with implementation activities to help you put the new knowledge into practice.
• A 30-min. one-on-one phone consultation with Don Connelly 4 to 6 weeks after the workshop to help you put the concepts to work and answer additional questions.
• A group webinar with Don Connelly and other workshop attendees 6 to 8 weeks after the workshop to check in and make sure you implement the needed changes to your presentations and work flow so you better communicate with prospects and clients.
• Some bonus materials like the mp3, How to Excel in the Securities Industry or its CD version ($89 retail value), discount codes for other products and services available on Don Connelly’s websites, and more.

Cancellation and refund policy:

You must send an email to info@donconnelly.com to receive a confirmation of your cancellation.

Substitutions/name changes may be made at any time prior to the event without penalty.

For the workshop on November 22, 2019:

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.

For the workshop on March 20, 2020:

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.

Still reading? Here’s the detailed agenda for the workshop day:

08:00-08:45: Registration & Breakfast

08:45-10:15: Introduction & 1st session

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.

10:15-10:30: Break

10:30-11:30: Why EQ Is More Important than IQ

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.

11:30-12:30: You Better Be Telling Stories

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.

12:30-01:30: Lunch

01:30-04:00: Three Steps That Will Take You to a Whole New Level

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.

04:00-04:15: Break

04:15-05:15: Analogies That Resonate with Clients

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.

05:15-05:30: Closing Remarks

05:30-09:00: Cocktails & Group Dinner with Don Connelly & Rebecca Saggau in the Yacht Club Dining Room

Ready to join yet? Watch this 5-minute video with excerpts from the previous workshop.

What Financial Advisors say about Don Connelly’s training

What Financial Advisors say about this workshop