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:

Two Stories You Must be Telling in 2021

Held: April 20, 2021

Join us for an engaging webinar presentation to learn the two stories you must be telling in 2021.

Don gives a timely presentation that will assist Advisors in creating two stories crucial to their success: a compelling investing story that clients will understand and remember, and the most important story Advisors will ever tell. Don will address three key questions that should be on every Advisor’s mind:

  1. What do I say to convince my clients to ignore short-term volatility and stay focused despite the short-term noise?
  2. What can I say that will clearly and concisely let people know that I am the logical choice when choosing an Advisor?
  3. How do I push back in this era of falling fees?

During this presentation, Don Connelly will assist Advisors in building the two stories they need in order to focus clients on the long-term and away from the short-term noise. Don will give you a compelling investing story that clients will understand and remember. And he will teach you how to highlight your own personal story.

During this webinar you will hear the following:

  • A word-for-word presentation that you can use to calm clients down and keep them focused on the horizon, rather than the short term.
  • The words you need to prevent clients from wanting to run to the sidelines until things calm down.
  • The stories and analogies you need to explain to clients that, with the proper long-term perspective, volatility actually works in their favor because volatility drives market gains over time.
  • How to make investing a more enjoyable experience by substituting a good story or analogy for boring facts and figures.
  • The most important story you will ever tell is the one you tell about yourself.
  • Your personal story, if told the right way will help open new accounts, generate referrals and turn prospects into clients.
  • How to push back on falling fees.

The challenges in 2021 are quite clear. Clients are nervous and need reassurance that the course of action you are recommending is the right one. And they need to know that you are the right Advisor to lead them on the journey.