About Don Connelly’s Wit & Wisdom

Wit & Wisdom is for Financial Advisors who want to master the soft skills they never taught you in training — the skills that separate the good from the truly great.

This is where you’ll learn:

• How to become a world-class communicator

• How to market yourself to wealthy families

• How to simplify the complex and make your message stick

• How to stay grounded in the basics when the industry tries to distract you

Every post is a mix of storytelling, analogies, and marketing wisdom — an inside look at how the world’s greatest Advisors do what they do. You won’t just learn what to say; you’ll learn how to say it so it makes a difference.

I’m Don Connelly, and for more than 40 years I’ve coached thousands of Advisors — from rookies to top producers — to build deeper relationships, communicate with clarity, and inspire lasting trust.

Here’s what I’ve learned:

Hard skills get you in the business.
Soft skills keep you in the business — and make you exceptional at it.

If you can’t simplify complex ideas, connect emotionally, and move people to act, your technical knowledge won’t matter. That’s why this publication exists.

What You’ll Get

As a free subscriber
You’ll receive The Weekly Brief — a 3–5-minute read filled with actionable insights, memorable stories, and practical ideas you can use immediately to sharpen your edge and become distinctly different.

Inside Wit & Wisdom Plus (Paid Tier)

When you upgrade, you’ll unlock the full experience — a deeper coaching tier designed to help you master the conversations that move money.

Here’s what’s included:

• The Weekly Brief (Full Access) — all free content, plus bonus segments and reflections reserved for Plus members.

• The Wit & Wisdom Digest — a monthly collection of practical strategies, powerful stories, and timeless lessons to help you raise assets, communicate with confidence, and stay motivated. Each issue features four signature sections:

• The Rainmaker’s Edge — ideas and strategies to help you raise new assets and deepen client relationships.

• Say It So It Makes a Difference — communication techniques and analogies that turn complex ideas into clear, persuasive stories.

• Food for the Soul — short reflections to keep you grounded, inspired, and proud of the work you do.

• AMA (Ask me Anything) — where I answer one coaching question from a Wit & Wisdom Plus subscriber.

• Inside The Gator’s Den
Exclusive weekly audio stories featuring Gator, my storytelling alter ego. Gator is part mentor, part friend, part truth-teller — sharing homespun lessons from the front lines of the Advisory business. Each 15-20-minute episode weaves wisdom, humor, and insight into lessons you’ll never forget.

📌 Join free to start getting my weekly posts. Upgrade anytime to Wit & Wisdom Plus for the full library of stories, strategies, and in-depth coaching.

This is the only Substack dedicated to teaching Financial Advisors how to master soft skills, build trust, and grow their practice through human connection.

If you’re ready to stand out in a commoditized industry — and become the most memorable Advisor your clients will ever meet — you’re in the right place.

💡 Why Subscribe

• Learn how to say it so it makes a difference.

• Get a steady stream of client-ready stories and analogies.

• Discover how top Advisors attract and retain wealthy clients.

• Stay grounded in the basics that never stop working.

• Gain insights you can use immediately in meetings and presentations.

👉 Subscribe today and start building the soft skills that drive 80–90% of your long-term success.