If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.
Premium members of the learning center have the opportunity to participate in Live Webinars with Don Connelly at least once per quarter. During these webinars he recaps current challenges and issues affecting the business and ideas for becoming 'Brilliant at the Basics'. Each live event is recorded and available for replay.
Weekly Focus subscribers and Professional members have free access to the most recent Webinar Replay which you’ll find further down this page, and PLATINUM members have exclusive access to the complete library with past Webinar Replays.
Platinum Access: Platinum Members have exclusive access to the complete, on-line library with past Webinar Replays. Download past webinars to your personal device and listen to Don and various guests tackle some of the biggest challenges and issues in the industry today.
Please Join Don Connelly on Tuesday, August 18th 2020 @ 4:15 pm ET for a special presentation, “Don’t Listen to the Short Term Noise: How to Guide Clients through Volatile Markets”. This is a presentation that many Wealth Management Firms have contracted with Don to present live throughout the past several weeks. As one of your great Don Connelly 24/7 membership benefits, you are invited to attend this live complimentary session for Members only.
This presentation is a step-by-step guide for our Don Connelly 24/7 Members who are tasked with leading their clients through some of the most distracting volatility we have ever faced. This is a challenge far different from the challenge of leading clients through a bear market. Advisors now need to acclimate their clients to a world that reacts instantly to every bit of news. It’s a different skill set. Bear markets have endings. High volatility is here to stay.
Volatility scares clients. There are no set rules for Advisors as to how to manage the violent ups and downs. Extreme volatility leads clients to abandon discipline and make poor financial decisions. Clients need order in their lives. It is crucial to an Advisor’s continued success that he or she be able to explain volatility in such a way that clients are encouraged to stick with the plan despite the volatility. And the Advisors need to explain this in a language that clients will understand. During this presentation, the Advisors will be given more than a dozen stories and analogies that help clients understand that volatility should be viewed as a friend, not as a disruptor. Advisors will take away the answers to the following three questions:
1. What do I do in an era of extreme volatility?
2. What do I say to clients and prospects?
3. How do I say it so people take action amidst all the confusion?
This volatility is not going to go away. Advisors cannot stop and start their businesses every time the wind shifts. Don’s advice is that the faster things get, the more the Advisors slow down. Don’t focus on what constantly changes. Focus on the two things that never change. The first is that no matter where this market goes, no matter how long it takes the economy to recover and no matter who wins in November, clients always have goals. That’s never going to change. Clients want to educate their kids, pay their taxes and retire. The other thing that will never change is that Advisors need to make a living no matter who’s in the White House or what a barrel of oil costs. Focus on the clients’ goals. Everything else is white noise.
If you think this webinar/conference call would be of value to your firm, please call 941.346.1166 or email firstname.lastname@example.org so we can discuss details and available dates to get Don Connelly in front of your entire team to discuss the story Financial Advisors need to be telling clients and how to deal with the 2020 bear market.