What is your 30-sec Elevator pitch?

by **anand_23** » Wed Feb 18, 2009 3:29 pm

Since I have decided to become an advisor myself, I wanted to get ideas from all of you regarding the pitch.

The areas I have identified that I want to incorporate in my pitch are:

- Connect with their "possible" problem area
- Tell them how my services would benefit them in that area

I am still formulating mine, but here is what I have so far:

I help you by providing different options available to you for your personal financial situation. A personal financial advice that combines expert financial advice, overall coordination, high-touch service, and aligning financial choices with life choices.

Some of this statement I got from the Renaissance Group one-page doc. Just passing credit to them. :)

Personally I feel this is too much...need to simplify more.

by **Rocket, CFP(R)** » Sun Jun 28, 2009 9:20 am

Hi, I am John Doe. I’m a Certified Financial Planner professional here in Chicago. I help people clarify their financial goals, and determine realistic plans to achieve their goals. I develop comprehensive personal financial plans that include retirement funding, minimizing taxes, and protection from catastrophic losses. I select investments that are compatible with your goals, needs, and attitudes toward risk. Would you like for me to present a free financial planning process overview to you ?

by **debaser** » Sun Jun 28, 2009 10:47 am

I work with people who are worried about what retirement might look like. Mr. Prospect, is this a concern of yours?

by **Bob H** » Sun Jun 28, 2009 2:34 pm

First of all.. if its a "pitch", they see it as such. When you ask are they interested, they will simply say no because they think you're selling something and they do not want to commit. (Yes, in reality we are selling something.... our advise. But you want to do it subtly.)

Take the approach that you are an in-demand professional. You're simply telling them what you do, not asking for their business. Only if they "qualify" do YOU decide to work with them.

The ideal statement is one that will illicit a question FROM they person.

Ex: "I work with an exclusive group of highly qualified (small business owners/engineers/baby-boomers/retirees) on the North Shore and advise them how to maintain their lifestyle in retirement."

The response you want... "Really. How do you do that?" or "What makes them qualified?" In either case... you then work for the appt. But now YOU are in control. YOU are interviewing them.

Good luck.