Don’t Listen to the Short-term Noise:
Guiding Clients Through Volatile Markets

Hire Don Connelly for an Onsite or Virtual Live Presentation that will teach Advisors the compelling story they need to keep clients focused on their goals no matter the market conditions.

The only certainty in the market is that volatility is here to stay. Clients need to know that.

Volatility triggers uncertainty, and uncertainty breeds fear. When markets swing dramatically, people instinctively react as if they’re in danger—our brains are wired to avoid risk and loss, often causing us to make emotional decisions rather than rational ones. Additionally, the media amplifies short-term market moves, making every dip feel like a crisis and reinforcing the fear that investors should “do something” even when staying the course is often the best strategy.

If there’s one thing we can count on, it’s that the stock market will always be unpredictable. Prices will rise, fall, and sometimes swing wildly—but that isn’t a sign of something being broken. Volatility isn’t an anomaly; it’s a fundamental characteristic of the market, and understanding this reality is key to long-term investment success.

You have to be in front of this discussion. When people have a health scare, they do not turn to WebMD. They want a face-to-face meeting with a doctor. The sicker they are, the more the insistence. When people have a financial scare, they do not want to turn to chatbots and the internet for generic advice. They want a face-to-face meeting with a financial professional. The greater the scare, the greater the insistence. And few things scare investors more than extreme volatility.

During this onsite or virtual LIVE presentation Don Connelly will assist you in building the compelling story you need to keep clients focused on their goals as you lead them through what may very well be continued turbulence.

Don will give you a compelling investing story that clients will understand and remember. He will teach you how to highlight your personal story. And he will convince you that in order to justify your fees, you must show people that you are irreplaceable.

During the presentation you will hear:

• 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 challenges are clear. Nervous clients 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. You gain credibility when you tell a great story that people actually understand, a story that helps them connect the dots. Stories turn facts into fun.

Here’s what you will take away from this presentation.

#1. You will become a better communicator.

Stories are easier to understand than facts. They help you package your ideas so that they are easy to understand. Stories and analogies help simplify complex ideas. Explaining something as sophisticated as volatility is a bandwidth issue. The less the amount of information there is to absorb, the more clients will remember what you say.

#2. You will be able to better connect with your clients emotionally.

Clients typically don’t react based on how they think. They react based on how they feel. They are emotional in volatile markets. Emotional people don’t respond to facts and figures. Rational arguments do not motivate them. You’ve got to repackage all the data you have about volatility into a language that will persuade and motivate. You have to tell your clients the right story to help them understand that they will be okay with you as their leader.

#3. You will be able to motivate investors to take action amidst all the confusion.

People do not buy what they don’t understand. Stories and analogies make the unfamiliar familiar. Clients remember stories because our brain works in story fashion. We think in narrative form. We don’t think one word at a time and we don’t think in bullet points. Numbers persuade clients to follow your advice. Stories motivate them to follow your advice. Big difference.

Your clients need to hear this story from you, not the competition.

Attend this presentation and you will obtain the knowledge and the tools to gain clients and gather assets during periods of extreme volatility, especially if your competition does not have a compelling story. To quote Dr. Howard Gardner, “Stories constitute the single most powerful weapon in a leader’s arsenal.”

What Financial Advisors Say about Don Connelly’s Training

Fill in the form below to get in touch to discuss details if your firm would like to hire/sponsor this Live, in-person or virtual presentation with Don Connelly.