Don Connelly isn’t just a master storyteller; he’s living proof that passion, purpose, and soft skills matter more with age, not less. 

At nearly 80 years old, Don brings unmatched wisdom from decades in the financial services industry. In this rich and heartfelt conversation with Bryan Sweet, he reflects on building a life of value, how storytelling makes the difference in client relationships, and why he refuses to retire.

From overcoming rejection to defining what it means to “retire to” rather than “retire from,” Don offers up insight you won’t find in a textbook. Whether you’re a veteran advisor or just starting out, this is one of those rare episodes that feels like a mentorship session.

What to Expect:

• The soft skill that sets top advisors apart
• How to stay sharp, engaged, and joyful at any age
• The one question clients care about most
• A new way to think about your next chapter in life
• And more!

Connect With Sweet Financial Partners:

• 1 (507) 235-5587
• meetingwithsweet.com
• Sweet Financial
• LinkedIn: Bryan Sweet
• LinkedIn: Brittany Anderson
• Facebook: Sweet Financial Partners
• 📖 Get our book, “Dream Architecture”, here

Connect With Don Connelly:

• LinkedIn: Don Connelly
• Don Connelly & Associates

About Our Guest:

Don Connelly is perhaps the nation’s most successful speaker, motivator, and mentor to advisors in the financial services industry. His career on Wall Street spans more than 40 years and includes positions as stock broker, financial planner, branch manager, wholesaler, national sales manager, and, for nearly 19 years, a company spokesperson and Senior Marketing Officer for a multi-billion dollar Investment Firm. Now, as founder of Don Connelly 24/7, an extraordinary learning center and mentoring program, Don’s timely and provocative sales ideas are available to thousands of financial professionals, 24 hours a day, seven days a week.

Don has lectured 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 has shared his wisdom with Investment professionals abroad in New Zealand, Australia, Spain, Canada, England, South Korea, and Ireland. In the past few years, he has given several presentations to the prestigious Million Dollar Roundtable as both a main platform and workshop speaker.

Offering practical guidance to financial services professionals, Don inspires audiences to strive for greater accomplishments. He is known as a guru on managing client relationships, selling, and becoming a successful financial advisor.

He educates, entertains, and motivates audiences with an extraordinary flair and fast-paced combination of wit, intellect, anecdotes, and simplistic doctrine. Don’s mission for financial professionals is to simplify the process.

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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