To Prospective Subscribers

Dear Prospective Subscriber:

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.

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Webinars

Live Webinars with Don

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.

Webinar Replay:

Interactive Discussion on Overcoming the Objections and Challenges Financial Advisors Face Today

Held: Wednesday, November 29, 2023

Please join us for a discussion on current challenges and issues Financial Advisors face and the messaging necessary to take your business to new heights in 2024

We reached out to members to get feedback for the topics and challenges they would like to have addressed during the Webinar. So, in addition to Don’s comments, he will facilitate a discussion between participants on several challenges and topics members requested us to discuss.

Here are a few of those issues and challenges that will be addressed during this Interactive Webinar:

  • How to fight through the mental roadblocks, confidence issues and self-doubt facing many advisors
  • How to convince clients to invest a part of their portfolio in stocks now that interest rates on CDs and treasuries have moved considerably higher
  • How to become the obvious and trusted choice for clients
  • Should client political opinions affect the portfolios we build for clients
  • If stock values stay relatively flat again in the new year how do we keep clients’ faith in investing
  • How to educate clients about the importance of investing beyond their company retirement plans
  • How to educate clients on the importance of diversifying a large position in a single company stock
  • Considering the market volatility is it better to have more individual equities or broader ETFs like the S&P 500?

If you have an issue or a challenge you would like discussed and have not yet reached out to us, please send us an email to info@donconnelly.com.

We hope you will find the discussion informative and helpful in crafting your messaging and overcoming specific challenges as you prepare for the new year.