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.
"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."
"I was reminded during your presentation how much I appreciate your straight-forward support; so much so, I've just renewed my membership and now look forward to another year of sage advice. Thank you for your efforts and enthusiasm."
Eric W. Lantz, CFP
"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
"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
Coastal Wealth Management LLC
Owner, Investment Advisor Representative
"I want to say thank you. I keep my head down and spend my time at work working. But then, every so often, I get distracted and find that I start over thinking things and am not spending my time picking up my phone and calling clients (for whatever reason, it's been the last two days). This morning I saw your email referencing LeBron James and gave it a quick read. I just shook my head wondering how weird the timing was for that snippet. It made me smile and gave me the nudge I needed to re-connect with my day's mission. I just want to say that what you do is truly appreciated - Thank you.
I'd love to chat more, but my phone is waiting."
RBC Wealth Management
"Good afternoon Don, thank you for delivering such an amazing presentation again for us at Leaders Forum in Montreal. I have had the pleasure of seeing you a few times now and I come out of each presentation with increased motivation and quite a few ideas to implement."
Investors Group Financial Services 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.”
Franklin Templeton Investments
"First of all, I just want to say that I have learned so much from you in the past couple of days, since joining Don Connelly 24/7. THANK YOU SO MUCH for taking the time to talk to me on the phone and calm me down for my pre-production assessment on Thursday! Your CD's just arrived in the mail yesterday & I've been listening to them each time I get in my car. I love your style and ability to say it like it is. You have such a fantastic way of putting things into perspective and I have no doubt that I will be a GREAT Financial Advisor as long as I work hard, stick tothe basics, and stay positive! Thank you for your help."
Sun City, AZ
"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!"
Long Financial Group, Inc.
"I really enjoyed listening to you. After I heard you say, “It’s simple. If I don’t ask, I can’t be rejected”, I called a lady who has been with another Advisor for ten years. I had a portion of her money and told her she should consider moving her entire account to me. Guess what? She agreed with me that all her money in one spot was a good idea. This was the third try. Thanks for pushing me."
"I just finished reading your sales idea “The Curse of the Bell Curve” and it was right on the money. It is some of the best stuff you have assembled. This is a simple business as you state over and over. It is just hard work. I can’t tell you what a wonderful mentor you have been to me over the years. Thank you for your efforts and dedication to mu success. It is appreciated."
Wells Fargo Advisors
“Thank you for the many years of inspiration. You have been a driving force in my business for years.”
Beverly Hills, CA
“The Don of forthright, practical, time tested and market proven financial advice training. Full of one liners; totally authentic. Love it.”
Life Risk Limited
Christchurch, New Zealand
“Fifteen years ago I had little more than drive and a purchased list of supposedly wealthy families. I found myself fortunate to have a fostering environment at my firm; as well as your inspirational and motivational tapes.
Each quarter I would look forward to your stories and anecdotes that helped build my most valuable asset in this business: confidence.
Thank you for all of the years of pounding the same themes into our heads to make us advisors more skilled and successful leaders in this business.”
Barry Glassman, CFP
President, Glassman Wealth Services
"A hearty note of gratitude! I want to thank you for your coaching and advice via your CDs. When I reflect what it took to grow my business at this level (top 5 of 600 Advisors), I have to give you a lot of the credit. Coaching has got to be the best business building tool that this industry has. Thanks so much!"
IPC Financial Network Inc.
I drove over to Boston from Albany to hear you and it was worth the trip. I think I needed a little pep talk and knew you would stimulate some ideas. I took away several ideas from your presentation but the one that has stuck with me is “Optimism is a choice”. I am tired of coming to work opening that lap top lid and having a little black box tell me what kind of day I am going to have. So I am working on choosing to have a good day regardless of what the markets are doing. I am also starting to prospect which is something I have not done in a very long time.
I joined your website as a premium member and have been reviewing the material. As an independent rep in a solo office sometimes I feel like a hermit. I have very little interaction with peers. The only professional communication I have is with clients. I found the site to be worthwhile."
Gary Barkman MS, CFP, CAS, BCE
Barkman Financial Consultants LPL
"I absolutely love your stuff and use it daily. You are my best resource. Thanks again for keeping me motivated and passionate about this career."
Craig Advice, CFP
EdgePoint Wealth Management
"Camp Connelly is fantastic. I'm already incorporating some of your ideas into my business. Thank you."
"I had the pleasure of meeting you at an Edward Jones Due Diligence Meeting last year and your time there was the highlight of my trip. I've listened to your CD's over and over on my IPOD and I appreciate your insights. You have been very influential in helping me in this business and I think you are amazing! Keep it up! I look forward to hearing your new CDs in the future and I will be sure to look into what you have to offer on your website."
"Don, the CD you sent is worth the entire years subscription."
Bobby Huddleston, CFP
Regional Investment Sales Executive
"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
Economics conscepts/Securities America Inc.
"Don's combination of humor and sales knowledge is an unbeatable formula for getting sales professionals to stay focused on the basics."
Director Wealth Management Services,
RBC Correspondent Services