Never Get Fired by a Client – Webinar Replay

$19.95

How to Generate Life Long Loyalty

High net worth investors will change Financial Advisors without hesitation. Why is that and, more importantly, can you insulate yourself from this all-too-real catastrophe? Even better, can you create client loyalty fierce enough to make firing you unthinkable?

Get this Webinar Replay and join Don Connelly to learn:

  • What happens when you fail to connect emotionally with your clients.
  • What to say when investment recommendations don’t perform as expected.
  • How to talk clients through bear markets.

Note: see desktop and mobile download instructions at the bottom of this page.

This Webinar Replay is complimentary for Platinum members of Don Connelly 24/7 – access it ☛ here ☚, once you log in to your member account.

Description

Webinar Replay: Never Get Fired by a Client

How to Generate Life Long Loyalty

High net worth investors will change Financial Advisors without hesitation. Why is that and, more importantly, can you insulate yourself from this all-too-real catastrophe? Even better, can you create client loyalty fierce enough to make firing you unthinkable?

It’s too simplistic to simply say that lack of communication is the root cause of Advisors being terminated. That’s not where the trouble starts. The trouble starts when clients feel your service is no longer personalized. Trouble also starts when clients realize you have no succession plan. Trouble also starts for several other reasons.

Attend this webinar to learn:

  • What happens when you fail to connect emotionally with your clients.
  • What to say when investment recommendations don’t perform as expected.
  • How to talk clients through bear markets.

In short, learn how to generate lifelong loyalty among your clients.

NOTES:

1. You can download each file up to 2 times. All download links expire within 5 days of order placement.

2. PC and MAC users – simply click on the download button and you will be prompted to save the file to your computer.

3. Apple Mobile users – You CANNOT download or stream this digital file directly to your iPhone/iPad/iPod. Please check Apple’s support forum for instructions on how to download and manage content on your iPhone, iPad, or iPod using iTunes: https://support.apple.com/en-us/HT201593.

4. Other mobile users – simply click on the download button and depending on your device settings, you will be prompted to save the file to your device OR download will start automatically.

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