Don’t Listen to the Short-term Noise:
Two Stories You Must Be Telling in 2021
Hire Don Connelly for an Onsite or Virtual Live Presentation that will teach Advisors the two stories crucial to their success, one being the most important story they will ever tell.
An ideal presentation for BD’s/RIA’s, this timely presentation will assist Advisors in creating two stories crucial to their success: a compelling investing story that clients will understand and remember, and the most important story Advisors will ever tell.
During this presentation, Don will address three key questions that should be on every Advisor’s mind:
1. What do I say to convince my clients to ignore short-term volatility and stay focused despite the short-term noise?
2. What can I say that will clearly and concisely let people know that I am the logical choice when choosing an Advisor?
3. How do I push back in this era of falling fees?
2020 brought about two significant changes in investor behavior. It is crucial that Advisors appreciate both.
The first is that the bullish behavior of 2020 is giving way to hesitancy. Clients are nervous. The second is that clients are tired of receiving advice from chatbots. They are turning for advice to the people they trust the most.
Clients are going to be overly cautious in 2021. They instinctively want to pump the brakes. That’s a major change in attitude and rightly so. Jim Paulsen, the strategist says, “Unlike any in at least the last 50 years, the contemporary bull market has coexisted with a tall and persistent Wall of Worry. The Worry Gauge suggests most investors already expect, and are prepared for, a difficult future.”
Yes, investors are tired of chatbots telling them what to do with their life savings. But they are not going to take Advice from strangers any more than they are going to take advice from machines. We instinctively distrust strangers. If someone is going to do business with you, they must like you, trust you and think you are smart. In short, they must feel they know you. They are not going to trust you until they do. How do you do that in a virtual environment?
During this conference call/webinar presentation Don Connelly will assist Advisors into building the two stories they need to focus clients on the long-term and away from the short-term noise.
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.
- Why the most important story you ever tell is the one you tell about yourself.
- How your personal story, if told the right way will help open new accounts, generate referrals and turn prospects into clients.
- How to push back on falling fees.
The challenges in 2021 are quite clear. Clients are nervous and 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 do this by telling great stories that help people connect the dots. Stories turn facts into fun. Most people will forget that the Mariana Trench is 35,797 feet deep. Nobody will forget that it would take a pebble one hour to reach the bottom.
Here’s the message you will take away from this presentation.
2021 is going to be a tumultuous year. Clients will need sound advice more than ever before. It’s your job to learn a simple-to-tell and compelling investing presentation that clients can understand. And you must be prepared to tell them in a few minutes exactly who you are and why they should trust you because people hire only people whom they like and trust. Every time you sit with a prospect, it’s a job interview. They are going to hire the strongest applicant. It’s up to you to convince them that’s you. During this conference call/webinar, I give you two tools for the job.
If you think this presentation would be of value to your firm, please call 941.346.1166 or fill in this form to get in touch, discuss the details and schedule a date for a presentation. And, if you’d like to discuss having Don present to your Clients, he has a crucial and timely message for them as well.
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
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.