Are you a Financial Advisor having trouble differentiating yourself from the competition? Or are you simply looking for ways to up your game and get noticed by more prospective clients? Or are you interested in retaining more clients and attracting more referrals? If so, this 8-step program, complete with videos, resources, exercises and personal coaching, has been designed specifically for you.
No promo code required to redeem the 23% discount - offer ends 12/18!
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.
Every Financial Advisor in the world comes out of training with the exact same hard skills. But only the best Financial Advisors separate themselves from the pack by focusing on their soft skills – skills barely, if ever, taught in training.
The Don Connelly 24/7 Corporate Membership Program helps Financial Advisors hone their soft skills for success and communicate investment principles and practices in a totally confident, straight-forward and understandable way.
If you enroll your team at one of the corporate membership levels, your Advisors will learn how to:
If you believe success is dependent not only on the product knowledge your advisors have but on their ability to communicate clearly and build strong relationships with clients, then this program is for you.
It’s designed for firms/teams of all sizes who want to take their business to the next level.
You can enroll your team in one of three available levels – PLATINUM, Professional or Weekly Focus.
'Weekly Focus' level includes:
✓ Personalized homepage for your firm with your firm’s or sponsor’s logo or other branding elements
✓ Weekly Focus delivered to Advisors via email, containing one idea, tip, or insight for the week, one of Don Connelly's brief but dynamic video/audio podcasts, and one easily implemented Action Plan
✓ Free access to the previous 3 Weekly Focus issues
✓ Free attendance in quarterly webinars with Don Connelly
✓ Free access to the latest Webinar Replay
✓ Free Digital download of Connelly Classics Vol 1
✓ 20% discount on most items in the store
'Professional' level includes all that is included in the Weekly Focus level, plus:
✓ Access to over 150 audio and video podcasts in Tools of the Trade library, AskDON library, and ‘Don with’ library
✓ Don's Monthly Newsletter delivered via email in written and audio format
✓ Free access to the latest Monthly Newsletter
'PLATINUM' Level includes all that is included in the Professional level, plus:
✓ Free access to online libraries with all previous Monthly Newsletters, Weekly Focus issues and Webinar Replays
✓ Litany of Disaster PowerPoint Presentation – the greatest equities story ever told, tracing the history of the stock market over six decades and showing how it weathered through some of the worst disasters in our country's history
✓ 4 mp3 compilations – 12 Prospecting Ideas for Advisors, Helping Clients Understand Volatility, Mastering Client Relationships – What Elite Advisors Do, A Blueprint for Success – What They Don’t Teach You in Training
✓ Direct access to Don via the AskDON Informal Coaching Program
✓ 1 Free mp3 recording - Best of Don Connelly CD, Vol. I
For a quick level comparison, please visit this page.
It’s an easy five-step process.
Step 1: Fill in the form provided in the end of this page.
It will allow us to gather some initial information about your firm and needs, and it will allow you to share any questions, special requests or ask for additional information.
Step 2: Get a follow up call from us.
Once you fill in the form in step 1, we’ll get in touch as soon as we can (usually within one or two business days). We’ll give you a price quote based on the chosen membership level and number of reps you’re looking to enroll. If you have shared any questions, special requests or need additional information, we will further discuss during this follow up call.
Step 3: Registration
Assuming we’ve discussed all details and reached an agreement during our call, it’s time for the registration of your team. It can happen in one of two ways, based on your preference.
Alternative 1: You send us a list of people to enroll
This alternative is available only to firms who are paying in full for their Advisors’ memberships.
In order to register your team, we will need the names and email addresses of everyone you want to enroll in the Corporate Membership Program. Once they are all signed-up, we’ll let you know so you can send them an email with instructions how to access their accounts and what to anticipate as the next step (e.g. introductory information about the learning center, what email communication they will get from us, etc.)
Alternative 2: Advisors sign themselves up with a promo code
This alternative is recommended if the advisor pays for all or a portion of their membership so they can enter their billing information during the registration process.
We will need your help promoting the Corporate Membership Program to your team. You can send them an email or a series of emails (which we can help you develop!) to let them know about the program and what is required of them to enroll.
Step 4: Payment
Payment can be done monthly, quarterly or annually, in advance or after the Advisors have been registered – it all depends on the type of membership, number of reps enrolled and who is paying for the memberships (your firm, a sponsor, the advisors, or a combination of those). We’ll discuss this step during our follow up call.
Step 5: Start using the learning center
As soon as your team is enrolled, no matter the type of registration or membership level, they will have instant access to all materials, according to their membership level. They will also start getting introductory emails to help them make the most of the learning center.
Prices for the Corporate Membership Program vary based on the chosen level (PLATINUM, Professional or Weekly Focus) and the number of representatives enrolled. It can be as low as $5 per month per representative or as high as $185 per year per representative.
Please fill in the form below to get the conversation going and we’ll contact you with a price quote and any additional information you might have requested.
Thank you for your interest in Don Connelly 24/7 Corporate Membership Program.