Volatility & Bear Market Tool Kit: Be Prepared!
Get the Tools You Need to Expertly Guide Your Clients through Bear or Volatile Markets
Are you prepared to discuss market volatility and bear markets with your clients this year? Are you afraid you might lose some of them over market uncertainty? Are you having trouble opening new accounts because of it?
If you have any hesitation, this Volatility & Bear Market Tool Kit is for you – it will give you instructions for what to do, what to say and how to say it with impact so you and your clients make the most of any bear market or market volatility. Plus, it’ll give you great concepts and talking points to win over new business!
Get access to this kit today for $179!
6 videos, 6 audios, 1 webinar replay, 13 PDF downloads and links to various resources included. Make sure you gain access when it’s available! You can even take advantage of the ‘Pay Later’ option if you have a PayPal account and pay in 4 equal installments in the coming weeks.
A severe bear market will either make or break your career, depending on how you react to it. This Volatility & Bear Market Tool Kit will help you thrive during bear markets and periods of extreme volatility.
Sticking with the plan despite tough market conditions is the greatest challenge both you and your clients will face. That sudden drop in cabin pressure when the markets fall is the acid test of your relationship building skills. If you aren’t prepared ahead of time, your clients won’t be either.
We all remember the fierce and quick bear market of 2020 followed by a strong and quick bounceback along with some solid market returns in 2021. Then in 2022 we experienced more volatility and a bear market in many asset classes. It seems that 2023 is full of gloom and doom pundits who expect even more market volatility ahead.
Ask yourself: Do you wholeheartedly believe that the stock market will return and go on to set a new high after the next bear market? Is long-term investing the right way for your clients to secure their financial futures? Do volatile markets cause your clients to lose money or do they merely present a great opportunity to add more value and grow their wealth?
To convince your clients that sticking with the plan is the right thing to do, albeit with some asset allocation modifications, you need to be able to communicate this with the utmost confidence, passion, belief and enthusiasm.
Get this Volatility & Bear Market Tool Kit – it will help you reinforce that you are the leader your clients thought you were when they hired you. This tool kit will give you tools to help you educate, calm client fears, inspire and influence your clients.
In the midst of a bear market and during times of market volatility is the best time to launch a major prospecting campaign. This toolkit will help you continue to open new accounts during challenging times and keep the hard-earned clients you currently have.
Many advisors run and hide when the markets take a downturn. They avoid the conversation with clients at all costs – usually because they don’t know what to say.
Volatile and bear markets are the best time to prospect. Clients do not change Advisors in bull markets. They change Advisors in bear markets. Clients panic from quick and severe market downturns.
This tool kit will give you the tools to calm your prospective clients’ fears and guide them through any bear or volatile market. Any new clients you get during a crisis will become your best clients over the years for lots of reasons, not the least of which is how much money you will make for them in the years ahead.
Gain access to the tools in this Volatility & Bear Market Tool Kit! It will help you stand apart from the competition and grow your business.
Here’s what the Volatility & Bear Market Tool Kit includes:
- ‘Guiding Clients Through a BEAR Market’ (VIDEO) – a bear market presentation that includes a word-for-word script that can be used in uncertain times or any volatile market.
- A BEAR market presentation script (downloadable PDF)
- Guiding Clients Through VOLATILE Markets (VIDEO) – a presentation that includes a word-for-word script to use during volatile markets.
- A presentation script to use during VOLATILE markets (downloadable PDF)
- Thirteen powerful bear market or volatility analogies that will allow you to make your message crystal clear. (VIDEO and downloadable PDF)
- A list of vows every client needs to take in order to weather any storm (downloadable PDF) – These vows relate to basic investing concepts that are quite simple, but they are very, very hard for investors to properly execute without the help of a competent Financial Advisor.
- The Crystal Ball Story (VIDEO and downloadable PDF) – A ten-year look into the future from a ten-year old crystal ball showing you that no matter how tough the situation, the long-term trend is clearly up.
- ‘People still brush their teeth in a Bear Market’ (VIDEO and downloadable PDF) – A presentation to walk clients through everyday activities they do, even in uncertain or bear markets, utilizing products from DJIA companies.
- The Litany of Disaster (VIDEO and downloadable PDF) – For more than two centuries, American markets have fallen, rebounded and gone on to set new highs. This is a story clients need to know.
- Guiding Clients through Volatile Markets (Webinar Replay) – a timely presentation that will assist Advisors to create a story when talking with clients in the face of all this uncertainty.
- Slow and Steady Wins the Race (AUDIO and downloadable PDF) – a monthly newsletter initially published on Don Connelly 24/7 in May, 2022.
- Disaster or Opportunity? (AUDIO and downloadable PDF) – a monthly newsletter initially published on Don Connelly 24/7 in June, 2022.
- Dealing with the Uncertainties of 2021 (AUDIO and downloadable pdf) – not much has changed since then – a monthly newsletter initially published on Don Connelly 24/7.
- ‘The Story You Need to Be Telling Clients Right Now’ (AUDIO and downloadable PDF) – a monthly newsletter initially published on Don Connelly 24/7 in March, 2020.
- ‘In Bear Markets, You Need Teaching Stories’ (AUDIO and downloadable PDF) – a monthly newsletter initially published on Don Connelly 24/7 in April, 2020.
- “Aren’t I Better off with an S&P 500 Index Fund?” (AUDIO and downloadable PDF) – a monthly newsletter initially published on Don Connelly 24/7 in May, 2020.
If you get this Volatility & Bear Market Tool Kit, you will:
- Never be caught off guard when a bear market happens.
- Inspire and influence people to follow your advice even in volatile times.
- Make your message crystal clear.
- Be empowered to speak with conviction.
- Get the stories and analogies you need to calm clients’ fears by making the unfamiliar familiar.
- Reinforce that you are the leader your clients thought you were when they hired you.
- Shore up your existing relationships.
- Build the confidence to get proactive and open new accounts.
- Build an understanding of past market ‘disasters’ and how they recovered.
- Get two scripts you can use with prospective and current clients in both bear and volatile markets.
This toolkit will help you make the most of challenging times!
You will learn to effectively guide clients, current and prospective, through uncertain and bear markets. Furthermore, you will be prepared for every future bear market – to calm down clients’ fears and prospect for new accounts in times when most Advisors run and hide, and lose clients as a result.
6 videos. 6 audios. 1 webinar replay. 13 PDF downloads and links to various resources. All the tools you need to guide your clients through volatile or bear markets.
And we have a 14-day money-back guarantee!
If you purchase access to the toolkit but decide it isn’t a good fit for you, just drop us a note sharing your experience and we’ll refund your payment.
☛ Get this kit today for $179!
A must-have tool kit for Advisors who need help guiding clients through volatile and bear markets so they can continue to open new accounts in challenging times. You can even take advantage of the ‘Pay Later’ option if you have a PayPal account and pay in 4 equal installments in the coming weeks.
About Don Connelly
Don Connelly’s career on Wall Street spans nearly 50 years and today he is one of the most successful speakers in the Financial Advisory industry. Don Connelly educates, entertains and motivates audiences; more importantly – he inspires financial Advisors to achieve great accomplishments through mastering the conversational tools and soft skills that allow financial professionals to communicate with their clients in a totally confident, straightforward and understandable way.
Don’s mission for financial professionals is profound, yet simple:
The more successful we become the further we get away from the basics that made us successful in the first place. Learn to do something right and then do it right every single time.
What Financial Advisors say about Don Connelly’s training
Each quarter I would look forward to your stories and anecdotes that helped build my most valuable asset in this business: confidence. Thank you for all of the years of pounding the same themes into our heads to make us advisors more skilled and successful leaders in this business.
Barry Glassman, CFP / President
Glassman Wealth Services McLean, VA
The Don of forthright, practical, time tested and market proven financial advice training. Full of one liners; totally authentic. Love it.
Neil Smith / Owner, Life Risk Limited, Christchurch, New Zealand
I have to say you have been an inspiration to me over my career. I always look to your stories to life me through the bad times and keep me charged during the good ones. Keep up the good work. It works!
EJ Long / Long Financial Group, Inc. / Cadaret Grant
Don, As I enter my 5th year working out here in Kansas City, I just wanted to say thank you. I use your stories several days a week, and they help create positivity in my meetings. I still listen to your CDs even though I’ve been through them so many times. As great as all of our new technology is, it’s still a relationship and customer service business!
Nick Driscoll / Regional Advisor Consultant / Putnam Investments
Don, thank you for all your support over the years. You have had a major impact on the way I approach my meetings and presentations. In short…”Game Changer.
Christopher Downey / Wholesaler. Franklin Templeton Investments
Thanks so much for what you’ve given me to get back on track — $2.5 million in new assets and possibly another $5 million in the pipeline. Back to the basics-I listen to three podcasts of yours every morning before getting ready for work. Thanks for your wisdom and common sense.
Chip Gordy, MBA, CRPC / Coastal Wealth Management LLC / Owner, Investment Advisor Representative
6 videos. 6 audios. 1 webinar replay. 13 PDF downloads and links to various resources. All the tools you need to guide your clients through volatile or bear markets. You can even take advantage of the ‘Pay Later’ option if you have a PayPal account and pay in 4 equal installments in the coming weeks.