Tag: Storytelling

Lessons from 80 Years of Living and Leading with Don Connelly (Ep. 90)

Lessons from 80 Years of Living and Leading with Don Connelly (Ep. 90)

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:

Connect With Don Connelly:

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.

Transforming Learning Through Video Storytelling with Dr. Dorine Rivers (Ep.57)

Transforming Learning Through Video Storytelling with Dr. Dorine Rivers (Ep.57)

Regardless of the chapter of life you’re in or how much success you’ve had up to this point, this story is a great example of what commitment, dedication, and grit can bring to your future.

Brittany Anderson introduces Dr. Dorine Rivers, founder and CEO of Savantz AI. Dr. Rivers shares her journey in launching Savantz AI, a platform that converts text into engaging videos for businesses, educators, and learners. She emphasizes the importance of focusing on one’s passion and zone of genius, learning from mistakes, and staying resilient in the face of setbacks.

Dr. Rivers discusses how Savantz AI can help businesses create impactful video content to convey their messages effectively. Dr. Rivers highlights the platform’s potential for cross-generational communication, enabling users to create engaging content that resonates with diverse viewers.

Key discussion points include: 

  • Her story of accidentally creating Savantz AI while seeking solutions in video production
  • How Savantz AI can efficiently create engaging video content to effectively reach audiences across different platforms
  • The value of storytelling and creative visuals to enhance understanding and retention of information
  • How she is ensuring that the content generated is making a significant impact in promoting effective learning and communication strategies
  • And more

Resources: 

Connect with Dr. Dorine Rivers PhD PMP:

Connect with Sweet Financial Partners:

About Our Guest:

Dr. Rivers has a Ph.D. in Business Management and Human & Organizational Systems, a Project Management Professional Certification, and Investment Banking licenses. 

She has three decades of expertise in launching and managing businesses, educational leadership, and video production, and is an award-winning published author. As a serial entrepreneur, her expertise is in creative vision and execution, strategic planning, and identifying growth opportunities that will transform how we generate visual materials and bring content to life. 

Her passion for creating Savantz came from a desire to convert her own work into videos. She soon realized that the system she was building could benefit millions of businesses, educators, and learners. 

If you ask her about the inherent challenges, she will say that building a business is just like climbing a mountain. You get up every day and put one foot in front of the other, and nothing stops you until you reach the summit.

Sweet Financial Partners, LLC and Dorine Rivers maintain separate and independent operations without any affiliations.  Sweet Financial Partners, LLC does not receive any form of compensation from Dorine Rivers.  While AI concepts and technologies may be discussed, it should be noted that Sweet Financial Partners, LLC does not utilize AI in its operations, and this podcast does not imply or constitute the use of AI by the company.  Any references to AI are purely for educational and informational purposes only.  Sweet Financial Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sweet Financial Partners, LLC and its representatives are properly licensed or exempt from licensure.