Effective rapport-building shouldn’t follow a cookie-cutter formula. By experimenting with these creative strategies, you can meaningfully deepen your connections with clients.
Don Connelly & Associates
金融服务
Sarasota,Florida 1,063 位关注者
Get brilliant at the basics: Helping Financial Advisors & Wholesalers develop the soft skills needed to succeed!
关于我们
We at Don Connelly & Associates help Financial Advisors, Managers, Wholesalers & Financial Product Distributors maximize their potential to achieve greater success. Providing keynote speeches, workshops, webinars, video training, newsletters, and a state-of-the-art on-line training – all programs offered through Don Connelly & Associates are geared toward perfecting the conversational and soft sales skills necessary for exceptional performance. Our Mission for Investment and Insurance Product Distributors is two-fold: 1) to assist in the professional development of wholesalers and sales support staff 2) to assist in providing valuable Advisor training tools and events for the firm’s key accounts. Our Mission for Financial Professionals & Wealth Management Firms is very similar - to help Advisors become more effective at gathering assets and building long-term relationships and to lead them to greater productivity, profitability and success through ongoing training, idea sharing and professional development . Check out the services and products listed here, too - and feel free to share your recommendations with us on each and every one of them! Follow us on LinkedIn for company news, upcoming events details, new product releases, and more!
- 网站
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https://donconnelly.com/
Don Connelly & Associates的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Sarasota,Florida
- 类型
- 私人持股
- 创立
- 2006
- 领域
- financial advisor consulting、storytelling、referral coaching、speaking engagement、financial advisor、wealth management consultant、coaching and training、keynote speaker、professional trainer、financial advisor coaching、Advisor soft skills training、soft skills、storytelling、relationship management、client relationshiops、prospecting和investing wisdom
地点
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主要
2503 Marlette St
US,Florida,Sarasota,34231
Don Connelly & Associates员工
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Don Connelly
Owner, Don Connelly & Associates LLC
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Diana Marinova
A passionate traveler ツ Helping fellow freelancers and small business owners make the most of their time and budgets.
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Diana Marinova
Don Connelly & Associates: Helping Financial Advisors & Wholesalers achieve their full potential and grow their business
动态
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Active listening is a powerful tool for financial advisors seeking to deepen client relationships and uncover insights beyond financial data. By focusing on clients’ motivations, anxieties, and unspoken aspirations, you can tailor strategies that truly resonate. https://buff.ly/4MWkzRf
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You are a very important person to your clients. https://buff.ly/vGGX3bQ
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You have one week to register for Don's next LIVE webinar on guiding clients through volatile markets: https://buff.ly/5PUyhJP - scheduled for next Wednesday, Mar 26.