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Don Connelly Brings it on! Wealth Perspectives for Doctors - compiled from 56 years of experience!
Manage episode 380750666 series 3457427
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"Perspective is the glue that holds investment behavior together."
(Kevin Sullivan)
My guest Don Connelly is no stranger to wealth advisors all over the world with his 56 years of experience as and advisor, manager, spokesman for one of the largest money managers in the world, and coach, providing insights that are unparalleled in the industry. At age 77, he is still going strong.
He interviews top advisors from all over the world and provides insights that he finds from those elite professionals. Advisors that have $7 billion of assets under management with minimum account sizes of $10 million, is just one example.
He's been an inspiration to me in my 34 year career and for decades, I have followed Don, and seen him at many conferences. So since the advisor community knows who he is, I thought you as a doctor should know who he is also!
He has spoken all over the world to almost every investment firm, great and small. He travels throughout the US providing timely insights for advisors to use with their clients. I know what he has to say to us, and wanted him to share some comments directly to you also!
It's impossible for you to ever look at building and maintaining wealth the same way once you hear his simple analogies that will totally change your outlook.
If you take what he says to heart, there is no doubt your financial goals will benefit from it.
PODCAST INFO
Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901
Email: kdsullivan@lpl.com
Contact: 716-970-4448
Got questions?
Click here for a complimentary discussion or virtual meeting.
For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
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