Thank you for appreciating. As stated by Don Connelly on many occasions, before someone will do business with you there are  three things that must take place in the relationship: “That person must like you, trust you and think you are smart.” – Don Connelly. These were struggle-to-success stories. If yes, may be we can connect over there. If you are seeking investment advice or recommendations, please contact your financial professional. VCFO Success Stories Our finance consulting firm engagements are expansive. So far, mine has been good. 941.346.1166 The woman said, “She LIKED the young lad more than the others.”. Read more. FAQ. Listen to the preview of the story on our You Tube channel and learn to narrate it with the same passion as Don does in the video. Don explains it with this example –. ... MN headquarters. You will often stumble in life. For the purpose of this post, I have collated some short and ready to use stories, from Don’s inventory and others, that financial professionals can use effectively to strike a chord with their prospects, clients or sales teams: As we know, clients are lured by short term performance. Because their perceptions lead to the misinterpretation. To explain to clients that most investments do not generally offer steady returns. It goes like this: “Terry’s boss decides to send him out on a practical field trip on his first day. I handpicked each of you because you’re the best at what you do. The CSCA has prepared me for future positions because it validates the knowledge that I claim to have. Are you an innovative finance professional? Financial Professional Courses Submit. Also, if you would like to share some short stories that have worked wonders for you, do share them in the comments. Ethics is an extremely important topic of learning and is among our organization’s core values. To kill some time, the announcers started interviewing people including the Edmonton Oilers, Wayne Gretzky, undoubtedly the world’s greatest hockey player at the time. Menu. The speech goes like this: “When I started this company 10 years ago,” he begins, “I didn’t know how to run a business. Many times, deals don’t close and accounts aren’t opened simply because the client just didn’t like them! I decided to include it in this post considering many of us have  real life experiences similar to the one’s Tony shared. Shortly after this transition, Navarre experienced quality issues. They are interested in finding the latest, hottest, top performing investments. Hunter Hamilton Success Stories. Read how we’ve helped businesses succeed. I worked 15-hour days to keep up with it all. The second one touches the tusk and calls it a spear. Today, I’d like to share five stories of outstanding success—our 2016 Leadership in Finance Award winners. In 2018, Securian Financial associates tallied 163 volunteer days with Habitat for Humanity programs. Students benefit greatly from group exercises that require group interaction, problem analysis, reasoning, debate, persuasive skills and teamwork within an ethical framework. ... a particular course of action. Each insurer is solely responsible for the financial obligations under the policies or contracts it issues. Most importantly they help create a connection which is vital for establishing and strengthening the Client-Advisor relationship. Today, in 2014, it’s at 16512.89. When I first read this story, I could instantly relate to so many things Tony said to his team as if those were my own experiences. This put enormous pressure on my family because I was never home. “Once, 6 blind men are asked to describe an elephant. This is a general communication for informational and educational purposes. 2) You must practice them until they become second nature. The materials and the information are not designed, or intended, to be applicable to any person’s individual circumstances. Our team of professionals … Success Stories Read More » Tags financial advisorsfinancial professionalfinancial professionalssimple storiesstorytelling for financial advisors. People love word pictures and are better able to understand concepts more clearly with a good word picture. All proceeds from the race benefit the Saint Paul Festival and Heritage Foundation, producer of the Winter Carnival. ... where affluent young professionals are abundant. Ira glass said, “Great stories happen to people who can tell them”. The information Some tips for building your network: Be thoughtful, choose wisely Securian’s mentoring programs stretch back for more than 30 years with BestPrep and Junior Achievement. Sorry, your blog cannot share posts by email. Instead it came from staying one step ahead and by anticipating  where the puck would  likely go next. And moreover, how can you replicate these powerful sales techniques to step up a notch on your own profit ladder? A Leap of Faith. My Financial Success Story: Saving is part of every financial success story. Explains how WE can help clients make better decisions by illustrating the market’s long term success in the face of continuing economic and political turmoil and natural disasters. With his hands shaking and his knees knobbing, he approaches the front door and thuds the door knocker several times. is happily working as an Independent Consultant serving all kinds of Inbound Marketing needs. Effective storytelling is a great tool by which Financial Advisors can instantly establish a personal connection with their prospects because: To become a good storyteller is a three-step process –. 3) You must tell them with passion. None of them called an Elephant an Elephant. Stories to educate parents about the benefits of college savings plans. Success Stories The Legend Group Adam Pearce, a CERTIFIED FINANCIAL PLANNER™ Professional at The Legend Group in Phoenix, Arizona, has been an investment advisor for over 16 years. “The financial leadership program served as the foundation to the technical and professional development required in the financial world. You’re Success is Our Success When you become a client at The Finance Femme, you are joining the ranks of a powerhouse group of women who have demystified their business finances, simplified their processes, and increased their revenue by working with our team. Adhering to professional behavior helps emulate to clients and employers that you … The story is about a newbie window salesman named Terry from England, who was so terrible at selling that he could not even convince his own family to buy from him. Success stories are not just about glitz and glamour. They know success breeds more success. This article is from our friends at LearnVest, a leading site for personal finance.. We’ve certainly amassed a wealth of knowledge over the years covering the money beat—be it the dozens of “I got out of debt” success stories we’ve featured to the scores of psychological studies we’ve covered linking better financial decision-making to behavior change. ... As a finance professional working for a global investment bank I thought I could get the best deals on offer. To explain how the current behavior of the stock market should not cause clients to deviate from their long term investment goals. Running a Financial Advisory business is not easy. ► A storytelling 2-CD set, Say It So It Makes a Difference, is now available in the store. Stories and word pictures are inspiring and  easy to remember. Property and casualty insurance products are issued by Securian Casualty Company, a New York authorized insurer. To recognize and reward the academic achievements of Securian associates' children, the Securian Scholarship Fund was established in 1985. I needed help.”, “Once I realized I had to ask for help, I did. CSCA Success Stories. Product availability and features may vary by state. As humans we are naturally interested in doing business with people we know. I knew that if things continued this way, the company would go under in a matter of months, and that I might lose my family. - Derek Fuzzell, CMA, CSCA, CPA Chief Financial & Strategy Officer, PAHO/WHO Federal Credit Union . However after you’ve passed it, you continue to drive slowly because you think there is another one out there. Securian sponsors an annual school supply drive to benefit the clients of our longtime charitable partner, the Neighborhood House. dollars! ... And that is fundamental to where the financial profession is heading. ... Professional Credit has a proven track record in overturning hard denials and winning back this critical revenue for its clients. Since then, the story has been used in various situations and is interpreted in a variety of ways to highlight the need for communication, expert opinion, and respect for different perspectives. Professionalism. ©2005-2020 Securian Financial Group, Inc. All rights reserved. These financial advisors, wholesalers and managers work tirelessly to build the wealth of their clients, so wealthy people only work with these successful financial professionals. Success Stories; Join us January 25, 2020. Her moto is to develop long term business relationships that are based on trust and customer satisfaction. The Finance department is responsible for all financial operations, from payroll to strategic planning. Not everyone wearing an expensive suit or driving an nice car is a success. Held three times each year at Securian Financial's campus, our blood drives are among the largest and most reliable in St. Paul and help meet the needs of those in need of life-saving transfusions. Here’s the summary: Years ago, a hockey game between the Boston Bruins and Edmonton Oilers had been paused for some technical issues with the stadium lights. vcfo engaged with an advertising production consultancy business to work on their broadcast and video production business. Success Stories. We have to keep the spam at a minimum because there are lots of crazies out there. I put some major projects on hold, and started to look for great people to help me. He explains how people develop strong negative perceptions about investing and instead, allow short term incidents to overrule their ability to think long term. We consider ourselves privileged to work with some of Australia’s leading professionals, business owners and entrepreneurs. Markets go up and down every day! China’s First Automobile Works Gains Enterprise-wide Visibility When you’re China’s largest car manufacturer, you expect to compete on a global scale—and … Hear the stories of how Cetera Financial Specialists advisors are delivering an advice-centric experience to families while operating thriving financial and tax practices. Since 2012, we’ve partnered extensively with Urban Academy Charter School, developing robust and individual reading and mentoring programs. Stories from Independent Financial Professionals learn how other advisors partner with lifepro to grow their life insurance and annuity business " Personal income this year actually exceeded $4 million and I attribute 90% of my success to the support, the training and the continual guidance that I … All rights reserved. Kirti Anand Sharma (you can call her KAS!) Here comes the secret. Because if you don’t have an appointment, you don’t need a product or product knowledge.” – Don Connelly. Whether you’re a Personal Consultant, a budding Financial Analyst at a consulting firm, or a Financial Planner with your own practice, you should focus on growing your contact list. That’s right – Terry’s price was the MOST expensive. Delivering both tax and investment advice is powerful. Amidst all the sales jazz like low prices, features and benefits, salespeople and Advisors often forget or ignore the importance of politeness, courtesy, good manners and attitude in the selling process. Financial Professional Courses Submit. Explain the importance of working in teams. ... a particular course of action. Finally the last one touches the tail and describes the Elephant as a Rope!“. Join Don Connelly 24/7 to gain access to interviews with industry insiders and more Financial Advisors success stories. It’s a surefire way to get your prospects to act and focus on their long term goals. Additionally, recognizing the contributions the Center makes in supporting those in our community, the Securian Financial Foundation committed $500,000 to the Catholic Charities capital campaign to build the new Dorothy Day Campus. The stories of Warren Buffetone of the greatest "storysellers" of all timeand others help financial pros tap into the gut reaction of different types of clients, all the while engaging both … The website you are being directed to is not created by Securian Financial Group, Inc. or any of its affiliates. In Storyselling for Financial Professionals, authors Scott West and Mitch Anthony explain how to make these intuitive connections, and they outline understandable and practical strategies that any financial professional can use. Mentoring Support During Corporate Global Expansion. For successful finance professionals, a strong growing network is a needed currency.   941.847.1066 He stays there for over 3 hours. We measure success by how much we can improve the financial experience of our clients and consumers. Here, alumni of the program share how they have leveraged their Georgetown education to make their mark. Gretzky simply replied: “I don’t go where the puck is; I go where the puck is going to be!”. ... Tesla is not an overnight success, and it is no longer a start-up so much as it is a pioneer in the electric car market. Financial jargon can be confusing and data can be overwhelming. So at the annual town hall meeting, he gives a speech to boost his team members’ morale, hoping they would get inspired to work harder and make up for the losses in the next quarter. Don’s story, titled “The greatest Equity story ever told” is a powerful narrative to make people understand the importance of Equity Investing. Do you know why? The new website may be subject to privacy policies, security policies and terms and conditions different from those at Securian Financial Group. An old woman approaches and, after his first shaking introduction, she invites him in. Do you have a Twitter / Linked In Profile? Our aim is to deliver value that only a true partnership can provide. See success stories from our collaborations with nonprofit organizations. What they forget is that their goal is long term. Securities, variable insurance products and investment advisory services offered through Securian Financial Services, Inc., registered investment advisor, member FINRA/SIPC. Similarly, people panic when their portfolio goes down and they think it will continue to do so. Since then, 174 students have received more than $589,000. Scholarship awards are $1,000 per year for tuition and fees in any undergraduate program at an accredited four-year college or university. © 2020Don Connelly & Associates. Voices Of Success. Success Stories A Pearson Digital Learning Success Story Mission Valley Regional Occupation Program ... namely to be good professionals with the desire and motivation to stick with their job.” ... Pearson Education is a part of Pearson plc, whose primary operations also include the Financial Times Group and the Penguin Group. Stories to motivate sales teams to achieve success. The third one touches the trunk and describes it as a snake. Just like storytelling, learning effective sales skills are paramount for success. Consider the stock market as the elephant while investors or participants in the stock market as the blind men. Home; Quite Inspiring! THE CHALLENGE. “You must learn the requisite selling skills. They change every single day. This function is made up of highly motivated and agile individuals, supporting the business to ensure we continue to develop and achieve new heights. As a result, the accounting and finance teams were moved out-of-state. Here is my financial story and how spending within my means helped me grow financially: Learning to use money. It should not be considered investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. Success Stories 60K in 60 Days Lou and Tami Santini were doing well, having switched their travel agency from one that did everything for everyone to one that specialized in destination weddings. In 1950 the Dow was at 198.89. Success Boss Files Fresh Money Entrepreneurs My American Success Story. Glad you liked it.Totally understand your concerns about the spam comments – we have something in common. Philanthropy and charitable giving are central to our core values. I was able to gain a better understand of the different fields in finance and at the same time network with professionals within these fields. ... At 101 Financial, we teach what many people don’t know about managing money, so they can make informed financial decisions and live full, happy lives. When you are driving alone and you see a speed trap – you slow down. The forth one touches the knee and calls it a tree. So, what happened in the background? Cerner. This hands-on experience helps prepare students to be ethical leaders in the workplace and in society. Introduction stories, Success stories and so on…. We’d like to thank our clients for their kind words. 101 Financial Allowed Us to Dream Again. That’s about an 83 times increase! I just bought a new car…planned a vacation…, 9/11 just happened… stock markets just crashed…. As a provider of technology solutions to the healthcare industry, Cerner was familiar with the concept of change. Since 2002, more than 1,000 Securian associates have supported Securian's ongoing pledge to building community in St. Paul’s neighborhoods. The first one touches the side and describes the elephant like a wall. Let’s take a look at how storytelling can help improve sales skills. Here are just a few of our recent collaborations toward strengthening our community. But I believe in all of you, and I believe that we will turn this problem around next month. Thanks for using the story “The Window Salesman” I’m sorry the spam detector wouldn’t allow you post a comment but thanks for the referral. If you are seeking investment advice or recommendations, please contact your financial professional. SUCCESS STORIES. There are multiple posts and training materials by Don Connelly on how to create good stories. Every company has its ups and downs, just like I did when I first started this business. Explains how risk tolerance, risk perception and recency bias influence Investor decisions. Motivate them to overcome a sales slump, or. Email addresses provided will be used only to let the recipient know who sent the web content. So off he goes. From auctions, “FUNdraising” activities and pledges, Securian’s associate campaigns have led to a total contribution of more than $1 million annually since 2008.. Insurance products are issued by Minnesota Life Insurance Company or Securian Life Insurance Company, a New York authorized insurer. If you are seeking investment advice or recommendations, please contact your financial professional. People in the finance and business world share their life changing career advice. The story is about an Entrepreneur (fictitious), Tony whose company just had the worst third quarter in its history. May 8, 2014/ Kirti Anand Sharma / Connelly Corner, Storytelling, analogies and power phrases / 2 comments, It’s a proven fact that stories can influence the way we think, our decisions and how we feel, when used in personal or professional communications.24. I didn’t have time to bid for work, so my competitors got ahead, and I lost even more clients.   www.DonConnelly.com. Success Stories. Everyone has a financial story. This situation is termed ‘Recency Bias or The Party Effect’. Securian Financial, through the Securian Financial Foundation and our tradition of associate campaigns, is a long-time million-dollar partner for the Greater Twin Cities United Way, which is dedicated to supporting hundreds of agencies that provide critical community services. Securian Financial is the marketing name for Securian Financial Group, Inc., and its affiliates. So, let’s focus on the future, and think about how we can help one-another succeed.”. Scaling Businesses For High-Performing Women …Are You Next?   info@DonConnelly.com Then, after dozens of cups of tea and mounds of biscuits, the woman signs a contract and purchases over £7000 worth of windows (that’s over $11,000 in U.S. 10 of the Most Famous Financial Advisors . They gave us proof and inspiration that we could do better with our situation, which we did. And some just want to use your space as advertising for their product. To read the full story, check out this post at wikinvest.com . It illustrates the importance of Team Work in building success. It becomes difficult to explain to clients and prospects that people who buy those top performing investments today may not necessarily enjoy the same returns in the future. The fifth one touches the ear and says it’s a fan. It’s imperative that Advisors and their Sales teams provide not just good, but exceptional services. Stories to motivate millennials to start investing early and saving for retirement. My basic financial education began when I … Securian associates also volunteer to assist with a variety of tasks, including registration, post-race handouts and water stops. Tony’s speech is a story that I came across at Mindtools.com, and found it quite motivating. To read in full, check it out at Willetta Pilcher’s blog – The Seed Sower. Success Stories from Finance – Careers at Veeam. He throws him right into the deep end by asking him to visit an interested prospect at the posh end of town… where the big money is in Windows/Double-glazing sales. It a tree, let ’ s mentoring programs that the main character had to endure a!... A look at how storytelling can help improve sales skills five stories outstanding... Record in overturning hard denials and winning back this critical revenue for clients! Or Securian life insurance Company or Securian life insurance Company or Securian insurance... ; join us January 25, 2020 his knees knobbing, he approaches the front door and thuds door... Current behavior of the part of the market does not alter their goal to comfortably! I worked 15-hour days to keep up with it all CSCA has prepared me for future because... Do everything myself and succeed. ” most importantly they help create a connection which vital... Core values, producer of the Winter Carnival help, I ’ like! 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You on social media quarter in its history after this transition, Navarre experienced quality issues ethical in! Securities, variable insurance products are issued by Minnesota life is not an authorized New York authorized insurer to the. Kirti Anand Sharma ( you can call her KAS! would likely go next to where the profession. We ’ d like to thank our clients for their product successful finance professionals, a New York and. Perception and Recency Bias influence Investor decisions to deliver value that only a partnership! Just on the future of the elephant they touched the forth one touches the side describes! Since 2002, more than 1,000 Securian associates also volunteer to assist with a of. Many nonprofit organizations is vital for establishing and strengthening the Client-Advisor relationship if are. Of series of setbacks and disappointments that the main character had to ask for help I! 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