Helping Clients Understand Market Volatility
Duration: 50:36 min.
This mp3 compilation is designed to help you discuss a huge client concern – market volatility – and guide your clients closer to the fulfillment of their financial goals.
Whether it’s comfortable retirement, putting kids through colleague, or something else, this digital recording will provide you with talking points and word pictures to help you explain this often times frightening and confusing investment phenomenon.
It’s not surprising that volatility is a huge client concern if for no other reason than the counter-intuitive nature of investing. Clients know that long-term time horizon flattens volatility, they just don’t believe it.
History shows that the stock market rewards investors who can bear the volatility of stocks and avoid harmful behavioral traps. Your clients’ biggest challenge is staying invested in the face of bad news. So use the arguments in this compilation to talk clients off the ledge and to help them see volatility as their friend, not a threat.
Intro – 0:00
Track 1 – The Last 100 Years – 1:03
Track 2 – Helping Clients Understand Volatility – 3:19
Track 3 – Reaffirming Clients’ Trust – 7:35
Track 4 – Manage Client Expectations – 17:08
Track 5 – Focus Clients on the Long-Term – 18:55
Track 6 – The Roles in a Client-Advisor Relationship – 27:37
Track 7 – Six Things to Tell Your Clients – 28:51
Track 8 – My Favorite Analogy to Explain Volatility to Clients – 30:12
Track 9 – It’s Good News that Investments Go Up and Down – 31:19
Track 10 – The Brick Analogy – 32:21
Track 11 – Preparing for a Market Correction – 33:35
Track 12 – When Markets are in Transition – 35:44
Track 13 – Your Clients Will Go Where You Lead Them – 36:55
Track 14 – On Markets – 39:36
Track 15 – Dealing with Market Malaise – 40:49
Track 16 – Getting Proactive in Down Markets – 42:04
Track 17 – Go Where the Stock Market is Going Not Where It’s Been – 46:23
Track 18 – Keeping Clients Invested in the Face of Bad News – 47:15
Closing – 49:34
Total time: 50:36 min.
This compilation contains eighteen of Don Connelly’s podcasts from his learning center that members voted as ‘best’ on the topic of market volatility.
If you are a PLATINUM member of Don Connelly 24/7, you have free access to this mp3 compilation in the Resources section of your member account.
Once you place your order and complete your payment, you will be shown your order details on the screen with 2 download links – 1 link to the mp3 file plus a PDF file with the track list and timing of the recording. You will receive the same order details via email.
T Walker (verified owner) – :
Outstanding! Contains many of Don’s classics that I haven’t heard in ages, as well new content that is equally as good. If you’re new in the business, invest in this. If you’re “old” in the business, remind yourself just how simple this business is.
Sean Levings (verified owner) – :
Excellent resource to help advisors have confidence in communicating how to succeed in a down market. Especially for new advisors who are experiencing this for the first time.