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The Shared Traits of Elite Advisers

Don Connelly

This session is an in-depth look at the collective psyches of the best Advisers in the world. This is not just what they think. This is also what they do.

Of all the people who get into the Financial Services industry less than one percent gets to the million-dollar level. How exactly do they do that?

An intensive survey of elite Advisers was recently conducted. Almost every pre-conceived theory and assumption was wrong! The assumption was that elite Advisers separate themselves by focusing on the measurable aspects of providing advice. Providing advice on investments, stock market trends, interest rates and the like must be the reason for their success.

The interviews provided startlingly different answers. The best Advisers in the world attribute their success to their ability to listen to client needs; to tell stories; to be client advocates and to think like CEO’s, among other soft skills.

This presentation is an in-depth look at the collective psyches of the best Advisers in the world. This is not just what they think. This is also what they do. Learn how they probe to uncover client needs. Learn how they get referrals and ask for the order. Learn what the top eight shared traits are among million-dollar Advisers.

Clients aren’t looking for more information. Clients are looking for someone they can trust. Elite Advisers know that. That’s why they open more accounts and gather more assets than other Advisers.

This presentation is not just about what elite Advisers do. It’s how they do it.

About Don Connelly: As a speaker, storyteller, motivator and mentor to Advisers, Don Connelly is one of the financial industry’s most notable gurus. His career on Wall Street spans more than 45 years. He has mentored and spoken to tens of thousands of investors and financial services professionals across the U.S. and abroad for the past 25 years. Now as founder and CEO of DonConnelly24/7 Don’s timely and provocative ideas are available to thousands of financial professionals online. He continues to speak to audiences around the world, using compelling and memorable storytelling and anecdotes to educate, entertain, and motivate audiences with his extraordinary flair. So sit back, enjoy and definitely fasten those seat belts!

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