It's no secret that among the biggest challenges Financial Advisors face is getting referrals and turning referrals & other prospects into clients. As Don's first mentor said a long time ago, "If you want people to choose you as their Advisor, become the obvious choice."
This workshop will give you all the tools to do just that - Become the Obvious Choice.
No promo code required - the $400 discount applied automatically during checkout, price goes up 9/29!
Registrations limited to 25 Advisors – includes: three 3-hour workshop sessions on October 5, 19 and 26, workshop materials, follow-up email program and a group coaching session on Dec 7.
If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.
"The more successful we become, the further we get away from the basics that made us successful in the first place. In the final analysis, it all comes down to remembering the basics and keeping the focus on your clients' needs."
Don Connelly is perhaps the nation's most successful speaker, motivator and mentor to advisors in the financial services industry. His career on Wall Street spans more than 40 years and includes positions as stock broker, financial planner, branch manager, wholesaler, national sales manager and for nearly 19 years a company spokesperson and Senior Marketing Officer for a multi-billion dollar Investment Firm. Now as founder of Don Connelly 24/7, an extraordinary learning center and mentoring program, Don's timely and provocative sales ideas are available to thousands of financial professionals, 24 hours a day, seven days a week.
Don has lectured tens of thousands of investors and financial services professionals in large cities, small towns, boardrooms, and universities. Audiences at England's Cambridge University, Harvard, Wharton School of Business, Chapman College and Pepperdine have all benefited from his presentations. He has shared his wisdom with Investment professionals abroad in New Zealand, Australia, Spain, Canada, England, South Korea and Ireland. And, in the past few years has given several presentations to the prestigious Million Dollar Roundtable as both a main platform and workshop speaker.
Offering practical guidance to financial services professionals, Don inspires audiences to strive for greater accomplishments. He is known as a guru on managing client relationships, selling and becoming a successful financial advisor.
He educates, entertains and motivates audiences with an extraordinary flare and fast paced combination of wit, intellect, anecdotes and simplistic doctrine. Don's mission for financial professionals is to simplify the process.