Become Brilliant at the Basics with Don Connelly 24/7 Financial Advisors Training and Coaching
http://www.donconnelly247.com
Dedicated to training and coaching Financial Advisors to reach their full potential, the Don Connelly 24/7 learning center will help you hone your soft skills and take your business to the next level.A Good New Year’s Resolution for a Team - (AskDON)
http://www.donconnelly247.com/articles/a-good-new-years-resolution-for-a-team-askdon
<p>This AskDON episode is a question from Calvin wondering what kind of resolutions his team can make for the new year.</p>2024-03-17T18:42:00-00:00Don's Monthly Newsletter: "Managing Your Own Account Is Like Driving a Formula One Car" - March 2024 (AUDIO)
http://www.donconnelly247.com/articles/dons-monthly-newsletter-march-2024-audio
<p><a href="/articles/dons-monthly-newsletter-march-2024-audio"><img src="/custom/audio_icon.png" style="float: left; border: 0px solid; margin: 0px 5px 0px 5px;" width="60" height="60" border="0" /></a>I am a big fan of using analogies to make the unfamiliar familiar. I am also a big fan of Formula 1 racing. Combining the two, I have created a new analogy and I want to share it with you.</p>2024-03-15T15:37:00-00:00Don's Monthly Newsletter: "Managing Your Own Account Is Like Driving a Formula One Car" - March 2024
http://www.donconnelly247.com/articles/dons-monthly-newsletter-march-2024
<p><!--StartFragment-->I am a big fan of using analogies to make the unfamiliar familiar. I am also a big fan of Formula 1 racing. Combining the two, I have created a new analogy and I want to share it with you.<!--EndFragment--></p>2024-03-15T15:31:00-00:00Weekly Focus - March 13, 2024 - "What Do Your Clients Know That Is Also Important?"
http://www.donconnelly247.com/articles/weekly-focus-march-13-2024
<p>Your clients know they’re saving and investing for the future. They know how much money they’re making and how much they have invested. They know when they want to retire and the lifestyle they envision for themselves.</p>2024-03-13T07:19:00-00:00Weekly Focus - March 6, 2024 - "Build Your Physical Health"
http://www.donconnelly247.com/articles/weekly-focus-march-6-2024
<p><!--StartFragment-->You need to feel good about yourself before you can build any real confidence. If you’re out of shape, carrying a few extra pounds, and not watching what you eat and drink, it’s hard to feel good about yourself.<!--EndFragment--></p>2024-03-06T08:09:00-00:00How to Get Better at Closing - (AskDON)
http://www.donconnelly247.com/articles/how-to-get-better-at-closing-askdon
<p>I have too much in the pipeline and not enough coming out of the pipeline. I am not very good at getting people to commit. That’s where I need help. How do I get better at getting a commitment? Jane from Vancouver</p>2024-03-03T15:53:00-00:00Weekly Focus - February 28, 2024 - "Build Your Emotional Confidence"
http://www.donconnelly247.com/articles/weekly-focus-february-28-2024
<p><!--StartFragment-->When it comes to building your confidence, you need to turn the chicken and egg conundrum on its head. Most people think you need success to build confidence. In reality, you need confidence to build success. That starts by focusing on your emotional confidence.<!--EndFragment--></p>2024-02-28T07:36:00-00:00Webinar: Guiding Clients Through Volatile Markets - Scheduled: Wed March 20, 2024
http://www.donconnelly247.com/articles/webinar-guiding-clients-through-volatile-markets
<p><!--StartFragment--></p>
<p>Please join Don Connelly for a powerful and timely webinar, “Guiding Clients through Volatile Markets”.</p>
<p>It’s no doubt going to be another volatile year in the markets - the upcoming contentious national election, the continuing conflicts between Russia/Ukraine and Hamas/Israel, illegal Immigration, high mortgage rates, inflated food and housing prices, constant recession speculation, and ongoing discussions about a market correction to name a few. It’s sure to create a lot of uncertainty for clients.</p>
<p><!--EndFragment--></p>2024-02-25T19:07:00-00:00Weekly Focus - February 21, 2024 - "Focus on Building Success Blocks to Success"
http://www.donconnelly247.com/articles/weekly-focus-february-21-2024
<p><!--StartFragment-->Understandably, it is difficult to feel self-confident when your successes are few and far between. If your definition of success means landing million-dollar accounts, you’ll make it even more difficult. Instead, create mini-milestones into your daily routine, which you can count as successes on the way to your larger goals.<!--EndFragment--></p>2024-02-20T20:06:00-00:00Don's Monthly Newsletter: "The Art of Establishing Rapport" - February 2024 (AUDIO)
http://www.donconnelly247.com/articles/dons-monthly-newsletter-february-2024-audio
<p><a href="/articles/dons-monthly-newsletter-february-2024-audio"><img src="/custom/audio_icon.png" style="float: left; border: 0px solid; margin: 0px 5px 0px 5px;" width="60" height="60" border="0" /></a>Rapport is defined as a relationship of mutual trust and respect. Creating rapport is an art form critical to your success.</p>
<p>Let’s begin our discussion by role playing.</p>2024-02-18T20:04:00-00:00Don's Monthly Newsletter: "The Art of Establishing Rapport" - February 2024
http://www.donconnelly247.com/articles/dons-monthly-newsletter-february-2024
<p><!--StartFragment--></p>
<p>Rapport is defined as a relationship of mutual trust and respect. Creating rapport is an art form critical to your success.</p>
<p>Let’s begin our discussion by role playing.</p>
<p><!--EndFragment--></p>2024-02-18T18:56:00-00:00How Early Should I Announce My Retirement -( AskDON)
http://www.donconnelly247.com/articles/how-early-should-i-announce-my-retirement-askdon
<p>This month’s coaching question comes from Kevin in South Carolina on when the ideal time is to announce retirement.</p>2024-02-18T18:38:00-00:00Weekly Focus - February 14, 2024 - "Learn About Your Clients' Personal Relationships"
http://www.donconnelly247.com/articles/weekly-focus-february-14-2024
<p><!--StartFragment-->Before initiating a call with your client, take a moment to review their dossier, focusing on a relationship that may be top of mind with them.<!--EndFragment--></p>2024-02-14T08:26:00-00:00Weekly Focus - February 7, 2024 - "Understand Your Clients' Expectations"
http://www.donconnelly247.com/articles/weekly-focus-february-7-2024
<p><!--StartFragment-->Client expectations have intensified in the last several years, meaning if they don’t feel like their advisor is making an effort to engage with them, they have no qualms about moving on.<!--EndFragment--></p>2024-02-07T14:40:00-00:00Don With Christopher Holtby
http://www.donconnelly247.com/articles/don-with-christopher-holtby
<p>Here is an idea that could easily increase your AUM by ten percent or more.</p>
<p>You may very well have clients with trusts set up and run by corporate trustees who both administer the trust and manage the money. It only makes sense that you manage the money instead and an independent trust company administers the trust. You get the revenue and the assets become portable should you ever change firms. You need to have this discussion with your clients and with attorneys and CPAs in your town.</p>
<p>Christopher Holtby is a co-founder of Wealth Advisors Trust Company. In this thirty-five-minute interview, Christopher tells you who to talk to and what to say in order to prospect this very lucrative market. He explains that his company will do all the heavy lifting. You give Christopher a copy of the trust document (He calls it the map) and then you stand back. Wealth Advisors Trust Company will do the rest.</p>
<p>I love this concept because it gets you talking to those people who can have a huge impact of your career.</p>2024-02-04T19:53:00-00:00Weekly Focus - January 31, 2024 - "Make "Just Because" Calls"
http://www.donconnelly247.com/articles/weekly-focus-january-31-2024
<p><!--StartFragment-->Your communications strategy should consist of scheduled calls based on your clients’ preferences. But, if you want to enhance client engagement, make time for “just because” calls—non-business-related calls to check-in to see how the family is doing.<!--EndFragment--></p>2024-01-31T10:04:00-00:00Don's Monthly Newsletter: "It All Comes Back to the Basics" - January 2024 (AUDIO)
http://www.donconnelly247.com/articles/dons-monthly-newsletter-january-2024-audio
<p><a href="/articles/dons-monthly-newsletter-january-2024-audio"><img src="/custom/audio_icon.png" style="float: left; border: 0px solid; margin: 0px 5px 0px 5px;" width="60" height="60" border="0" /></a>Daniel Cormier is a former mixed martial artist. In talking about ultimate fighting, he said, “You don’t get to the highest levels of this sport without having the basics in order.” I’m sure that’s true and I believe it applies to any business, especially ours. The distractions have been enormous since 2021 and we’ve gotten away from the basics in too many instances. Let me give you six basic reminders as we head into 2024.</p>2024-01-27T10:49:00-00:00Don's Monthly Newsletter: "It All Comes Back to the Basics" - January 2024
http://www.donconnelly247.com/articles/dons-monthly-newsletter-january-2024
<p><!--StartFragment-->Daniel Cormier is a former mixed martial artist. In talking about ultimate fighting, he said, “You don’t get to the highest levels of this sport without having the basics in order.” I’m sure that’s true and I believe it applies to any business, especially ours. The distractions have been enormous since 2021 and we’ve gotten away from the basics in too many instances. Let me give you six basic reminders as we head into 2024.<!--EndFragment--></p>2024-01-27T10:35:00-00:00Weekly Focus - January 24, 2024 - "Financial Planning Is a Process, Not a Product"
http://www.donconnelly247.com/articles/weekly-focus-january-24-2024
<p><!--StartFragment-->What more and more clients are looking for in their advisor relationship is a plan that addresses the entirety of their financial life to guide them in life-critical decisions. <!--EndFragment--></p>2024-01-24T08:28:00-00:00Overcoming Apathy on the Phone
http://www.donconnelly247.com/articles/overcoming-apathy-on-the-phone
<p>Very few people retire with too much money. A lot of people retire without enough money. When you run across someone who tells you they have enough money to retire and you feel or know that they don’t, you might use the following logic to persuade them to see you. This argument is especially compelling when inflation is an issue.</p>2024-01-21T18:41:00-00:00Weekly Focus - January 17, 2024 - "Elite Advisors Choose to Be Optimistic"
http://www.donconnelly247.com/articles/weekly-focus-january-17-2024
<p><!--StartFragment-->Shore up your self-confidence, your belief in and trust of your abilities, qualities, and judgment. It is impossible to be an elite Advisor without self-confidence. Low self-confidence is a killer.<!--EndFragment--></p>2024-01-17T08:04:00-00:00Weekly Focus - January 10, 2024 - "Prepare for a 3-Stage Journey"
http://www.donconnelly247.com/articles/weekly-focus-january-10-2024
<p><!--StartFragment-->Unless a person comes to you immediately as a prospect—such as a referral or someone with whom you have a relationship—everyone is a lead.<!--EndFragment--></p>2024-01-10T08:32:00-00:00Income From Qualified Plans Is Not Enough
http://www.donconnelly247.com/articles/income-from-qualified-plans-is-not-enough
<p><!--StartFragment-->The biggest single pot we draw from in retirement is personal savings. Despite what many people think. Social Security and income from our retirement plan is not enough. Do not let people make this mistake.<!--EndFragment--></p>2024-01-07T14:04:00-00:00Weekly Focus - January 3, 2024 - "Put Success in Perspective!"
http://www.donconnelly247.com/articles/weekly-focus-january-3-2024
<p><!--StartFragment-->As an advisor, you have to believe in yourself in times of uncertainty, especially. You have to believe that what you did at the beginning, that plan you set up, that’s the right way to go. You have to stick to your guns.<!--EndFragment--></p>2024-01-03T08:33:00-00:00Weekly Focus - December 27, 2023 - "The Value You Bring to the Relationship"
http://www.donconnelly247.com/articles/weekly-focus-december-27-2023
<p><!--StartFragment-->The most significant value financial advisors offer their clients is to help them understand what they want.<!--EndFragment--></p>2023-12-27T08:19:00-00:00