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Conversations with Don and Richard  

"MASTERING THE WEALTH MANAGEMENT ARENA: A Financial Advisor's Blueprint for Unrivaled Excellence"

Unleash the Potential to Amass $1 Billion or Beyond in Assets Under Management with Precision and Expertise

Embark on a Transformative Journey as Wall Street Icons Share Invaluable Insights — Your Definitive Guide to Achieving Pinnacle Success as a Elite Financial Advisor and Wealth Manager

Wisdom at Work

Step into a world where wisdom meets work, and experience a
paradigm shift with consultants who redefine the ordinary –
Don and Richard. They aren't just consultants; they are
naries armed with over a century of combined experience
in the dynamic realms of the securities industry and professional
sales training.



Embarking on a journey fueled by relentless curiosity, Richard Capalbo
and Don
Connelly have dedicated substantial time to unravel the secrets of success for financial advisors. Their research goes beyond the surface, delving into the core characteristics essential for true excellence in the securities industry, placing a profound emphasis on the art of building enduring relationships.

At the heart of their groundbreaking insights lies the Practice Management Audio Library – a treasure trove of knowledge meticulously crafted from years of hands-on experience. Each recording comes with accompanying transcripts, offering a comprehensive resource for those hungry to elevate their professional journey.

But that's not all. Don and Richard's commitment to your success extends to 30 practice management topics, each explored in depth through enlightening white papers. This wealth of information isn't just a roadmap; it's a blueprint for success, empowering you to navigate the complexities of the financial advisory landscape with finesse.

And then there's Richard's acclaimed Quantum Leap Video Series, a game-changer that simplifies the mastery of skills needed to propel you to the top decile in the industry. But it's more than just a guide; it's a revelation on how to not only succeed but also relish every step of the journey. In a world where achieving the pinnacle of success often comes at the cost of joy, Don and Richard offer a unique perspective – one that believes in the power of enjoying the process.

So, if you're ready to transcend the ordinary and embrace a new era of wisdom at work, join Don and Richard on a transformative journey. Unlock the secrets, embrace the insights, and redefine your success in the securities industry. It's not just about reaching the top; it's about savoring every moment of the climb. Welcome to Wisdom at Work – where success meets fulfillment, and every step is a triumph.


Opening CommentsDon and Richard
00:00 / 03:06
The power of mentoring!
MentoringDon and Richard
00:00 / 07:00

Meet My Collaborator

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Don Connelly

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Don Connelly’s career on Wall Street spans more than 50 years and includes positions as stock broker, financial planner, branch manager, wholesaler, national sales manager and Senior Marketing Executive. Today Don Connelly is one of the most successful speakers in the Financial Advisory industry.​

For the last thirty years he has been working with Advisors, helping them to refine and perfect their communication skills and relationship-building skills. Don is a master at understanding client concerns; he is a great storyteller and is unparalleled at using analogies and parables to make the unfamiliar familiar. His goal is to get Advisors to the next level. His fundamental belief is that the more successful we become, the further we get away from the basics which made us successful in the first place. Elite Advisors are unrelenting client advocates who stay totally focused on their clients’ needs and concerns. Their success is not predicated upon how much product knowledge they possess.  Their success is predicated upon the ability to create and maintain long-term relationships.  That is exactly what Don helps Advisors do.    

Don has lectured to tens of thousands of investors and financial services professionals in large cities, small towns, boardrooms, and universities. Audiences at England’s Cambridge University, Harvard, Wharton School of Business, Chapman College and Pepperdine have all benefited from his presentations.

He’s shared his wisdom with Investment professionals abroad in New Zealand, Australia, Spain, Canada, England, Ireland and South Korea. In the past few years he has given several presentations to the prestigious Million Dollar Roundtable as both a main platform and workshop speaker. Each of his audiences is left with great ideas and a memorable experience.

Don educates, entertains and motivates audiences; more importantly – he inspires Financial Advisors to achieve great accomplishments through mastering the conversational tools and soft skills that allow financial professionals to communicate to their clients in a totally confident, straightforward and understandable way.

Through his fast-paced, provocative, and energizing keynotes and workshops, he shares timely and proactive sales ideas along with practical Business Development Tools.

​​Don’s mission for financial professionals is profound, yet simple: The more complicated the business becomes, the simpler our message must be.

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