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.
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.
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.
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.
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.
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.
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.