It doesn’t matter who is in the White House or how much a barrel of oil costs, clients need solutions to help them reach their goals. Advisors need to be able to convey this reality to clients and control the narrative as the calendar turns to a new year. As well, Advisors need to continue growing their business so it’s imperative we continue momentum through the holidays and into 2021.
This presentation is a step-by-step guide for Financial Advisors tasked with leading their clients through uncertain times and distracting volatility. Advisors need to acclimate their clients to a world that reacts instantly to every bit of news. It’s a different skill set. Higher volatility is here to stay.
During the presentation you will hear:
Advisors’ challenges today are quite clear. What can you say to keep clients calm and focused on their goals when they are mesmerized by daily performance? How do you convince prospective clients that you are a better option? How do you get people to look beyond the short-term?
You do all of these things by understanding that emotional clients do not respond well to facts and figures. They do respond well to stories and analogies that are easy to understand and remember. I will give you those stories and analogies.
Volatility is not going to go away anytime soon. You can’t stop and start your business every time the wind shifts. The faster things get, the more you slow down. The more your competition focuses on what changes, the more you focus on what never changes. No matter where this market goes, no matter how long it takes the economy to recover and no matter who won the election, your clients always have goals. That’s never going to change. Clients want to educate their kids, pay their taxes and retire. The other thing that will never change is that you’ve got to make a living no matter who’s in the White House or what a barrel of oil costs. Focus on your clients’ goals. Everything else is white noise.
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.
In an industry that is constantly trying to reinvent itself it’s nice to hear someone, indeed a legend like yourself, preaching the virtues of being nice to people, earning their respect and trust, and learning as a student of the game anything and everything to help mom and dad at the kitchen table.
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.
You have my eternal gratitude for making my business successful. Thank you again for your contribution to this great business. I am confident that you have touched and improved endless number of lives.
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.
I have learned so much from you in the past couple of days, since joining Don Connelly 24/7. I love your style and ability to say it like it is. You have such a fantastic way of putting things into perspective.
I have to say you have been an inspiration to me over my career. I always look to your stories to lift me through the bad times and keep me charged during the good ones. Keep up the good work. It works!
Thank you for the many years of inspiration. You have been a driving force in my business for years.
The Don of forthright, practical, time tested and market proven financial advice training. Full of one liners; totally authentic. Love it.