Camp Connelly

Don With...

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Don With... - Introduction | Running Time:
Release Date: July 1st, 2007
Welcome

Don chats with an industry thought leader, from the hottest fund managers to some of the biggest producers out there today, to uncover their secrets to success. These half hour conference calls are a great opportunity to learn from the legends.

Don With... - Episode 26
Don chats with Ron Mastriogiovanni, CEO of Health View Services, about healthcare planning for retirement. As health care costs are the largest expense any retiree faces, Ron encourages advisors to help clients plan for their personal health expenses against realistic life expectancies based on their clients' medical history.

Don With... - Episode 25
Don speaks with attorney Ike Devji about prospecting wealthy people. Devji speaks of the value of asset protection as well as his own unique expertise in creating hybrid strategies that are combinations of financial, legal and insurance products. Don highlights Ike's points that wealthy people need protection and that true wealth does not necessarily mean mega wealth.

Don With... - Episode 24
"Communicologist" Ronni Burns chats with Don about the elements of effective communication. Ronni suggests the delivery of language as vital in reassuring cynical clients on an emotional as well as intellectual level. She also recommends telling purposeful stories and analogies as effective communication tools. Hear some of Ronni's Rubies in this interview and learn more on her blog.

Don With... - Episode 23
In this episode Don chats with Jeff Christenson about prospecting wealthy individuals. Jeff's book is exclusively made up of high net worth individuals, including a country music star and a billionaire he's never even met. In this interview Jeff talks about how to grow your book by following the money trail.

Don With... - Episode 22
In this episode, Don chats with Marvin Brown to talk about why selling skills are really an important part of any advisor's business. In recent years selling skills have been pushed aside because large firms are stressing their reps to learn product information. But according to Marvin, advisors should never forget that they are salespeople too.

Don With... - Episode 21
Part two of a two part interview.

Jim Rohrbach, affectionately known as 'Da Coach,' has been coaching business owners, entrepreneurs, sales professionals and corporate executives since 1982. What sets Jim apart from other business coaches is his ability to improve his clients' "inner game of success" via specific techniques not unlike great athletes use to get to the top of their game.

Jim is so good at what he does and so confident in his abilities to help his clients build their businesses that part of his mission statement is a money back guarantee.

You'll love the offer Jim makes to all members of Camp Connelly at the end of this interview.

Visit Jim's website at www.successskills.com.

Don With... - Episode 20
Part one of a two part interview.

Jim Rohrbach, affectionately known as 'Da Coach,' has been coaching business owners, entrepreneurs, sales professionals and corporate executives since 1982. What sets Jim apart from other business coaches is his ability to improve his clients' "inner game of success" via specific techniques not unlike great athletes use to get to the top of their game.

Jim is so good at what he does and so confident in his abilities to help his clients build their businesses that part of his mission statement is a money back guarantee.

Visit Jim's website at www.successskills.com.

Don With... - Episode 19
Don talks to Jorge Alarcon about his inspirational story of coming to America with nothing and how he ended up with everything. Through nothing other than hard-work, perseverance, a positive attitude, and the willingness to accomplish one small goal at a time, Jorge went from speaking no english and washing dishes to owning his own million dollar company that includes 56 passenger cars and 29 buses.

Don With... - Episode 18
Don chats with 401K specialist Jeff Gebaur about how to make a great living selling 401K plans. Jeff talks about his best source of referrals and how he approaches prospects. Jeff discusses his client service philosophy and how going above and beyond often results in plan members approaching him for other financial advice.

Don With... - Episode 17
Don sits down with Steve Scherbarth, Director of Wealth Management for RBC Dain, to discuss doing business post-meltdown. In this climate, clients are looking to hear from their advisors now more than ever. In this interview Steve predicts that the advisors who will weather the meltdown the best are the ones who will be talking to their clients and reaffirming their relationships. Don and Steve also discuss relationship management, business management, and marketing for advisors.

Don With... - Episode 16
In this episode Mark Dick returns to talk about why a down market is the perfect time to build your book and discusses the strategies for winning new business from the competition. In this interview Mark offers the perfect spin for approaching new prospects in the best light.

Don With... - Episode 15
Don chats with Mike Morrow, one of Canada's most well known advisors, about marketing your business through public relations and the media. In this interview Mike also reveals some of his own unique marketing campaigns and talks about some of the lessons all advisors should learn from surviving this down market. Learn more about Mike at ideasforadvisors.com.

Don With... - Episode 14
In the final installment of Don's three-part interview, Bill discusses how to meet your personal financial goals by paying special attention to the five big numbers you have to consider when running your own business. Listen to this interview and you will realize why in the financial services industry you are really only competing against yourself.

Listen to the interview and get a free copy of Bill's new book, Roadmap to Success. Members, sign in for details.

Don With... - Episode 13
In the second installment of a three-part interview, Don chats with Bill Bachrach about what it means to be a full service advisor. In this interview, Bill talks about constantly managing your clients' expectations, how to stay motivated, and the keys to getting referrals.

Listen to the interview and get a free copy of Bill's new book, Roadmap to Success. Members, sign in for details.

Don With... - Episode 12
In this first part of a three-part interview, Don chats with icon Bill Bachrach about the importance of money, enhancing the quality of life, and the traits of successful people. Bill talks about the things to do to ride out tough economic times and forges a success roadmap to define your values, set your goals, and benchmark your progress.

Listen to the interview and get a free copy of Bill's new book, Roadmap to Success. Members, sign in for details.

Don With... - Episode 11
Don chats with estate planning specialist Mark Kaizerman about how to become the primary financial planner for an entire family. Use Mark's techniques to change your client relationships from personal relationships to intergenerational relationships. In this interview Mark explains his approach and introduces The Beneficiary Directory, which could cement your place as the sole advisor for your clients.

Don With... - Episode 10
Don chats with Frank Maselli, author of Referrals: The Professional Way, about strategies for holding seminars, asking for referrals, and vetting prospects. Learn how to build trust with clients and earn your referrals the right way.

For more information about Frank visit www.FrankMaselli.com

Don With... - Episode 9
Don chats with CPA and Financial Advisor Ed Harris about why he thinks this business is first and foremost a relationship business.

Don With... - Episode 8
Don chats with a successful 10 year veteran who did something that many advisors consider but are too afraid to try. He moved his practice from one region to another and he managed to keep all but one of his clients. In this interview Tim reveals how he did it and he talks about the one profession that you need to get as clients in order to make your practice explode.

Don With... - Episode 7
Don chats with Alan Parisse, author of Questions Great Financial Advisors Ask, about why selling has become a dirty word. To learn more about Alan visit www.parisse.com.

Don With... - Episode 6
Don chats with Steve Scherbarth of RBC about the Eight Best Practices the most successful advisors in the industry follow.

Don With... - Episode 5
Don chats with Don Schofield of Ameriprise Financial about how new advisors can survive in a down market and what they can do to bring their business to the next level.

Don With... - Episode 4
As independent advisors, Scott Cooper and his partner at Economic Concepts have over $250 million of assets under management. Scott specializes in helping transition older investors into retirement. In this episode Don chats with him about his 17 year career about his goals, strategies and clientele.

Don With... - Episode 3
Don chats with industry speaker and sales expert Mark Zinder to find out his take on the trends in the business and how advisors can grow their business by becoming wealth management experts.

Don With... - Episode 2
With over 300 million dollars in assets under management, Mark Dick from AG Edwards is one of the legends in this business. In this episode Don chats with him to find out the secrets of his success.

Don With... - Episode 1
Don chats with estate planning specialist Chris Hennessey. Chris has extensive experience consulting in the areas of finance, investments, taxes, and estate planning. He is an Associate Professor at Babson College and a partner in an investment-advising firm. Chris is a member of the national speaking bureau for Putnam Investments where he speaks extensively on estate and retirement planning.

Don With... - Introduction
Don chats with an industry thought leader, from the hottest fund managers to some of the biggest producers out there today, to uncover their secrets to success. These half hour conference calls are a great opportunity to learn from the legends.