30 Second Elevator Pitch

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Feb 1, 2010 4:05 pm

This is a topic I haven't seen discussed in a while.  What is your favorite 30 second pitch when you meet someone new and they ask "So what do you do?" 

 
I've heard of this one the past:
"Part of your money goes to bills, part to taxes, and part to savings.  I help you grow your savings and reduce the tax part."
 
 
Feb 1, 2010 4:26 pm

"Part of your money goes for blow, part for hookers, and part to your ex wife. Would you like to start a Roth IRA?"

Feb 1, 2010 5:27 pm

Who was that soccer player that said something along the lines of "My money went to birds, blow, and booze...the rest of it I just pissed away."

Feb 1, 2010 5:32 pm
Ron 14:

"Part of your money goes for blow, part for hookers, and part to your ex wife. Would you like to start a Roth IRA?"

 
Spoken like the bank bytch you are - how about keeping you lame jokes in the "general" section and let the real brokers talk over here, son.
Feb 1, 2010 5:45 pm

What do they pay you at Geico these days ?

Feb 1, 2010 7:25 pm

That what I thought. Jag off.

Feb 1, 2010 7:43 pm

Are you married, single, or getting divorced 


Feb 1, 2010 8:42 pm
iceco1d:

I think those elevator speeches are ultra corny, and would scare off anyone with REAL money...unless of course, they are complete tools also.

 
I just say, "I'm a financial advisor."



Says a guy that prospects in the teachers lounge. Financial advisor is the most over used term in finance.  Insurance Agents, Bankers, mortgage people, lenders, primerca reps, and edward jones people .. all financial advisors in their eyes.

If you can't tell people what you do, you don't do crap.

Feb 1, 2010 8:54 pm
iceco1d:

I think those elevator speeches are ultra corny, and would scare off anyone with REAL money...unless of course, they are complete tools also.



I just say, "I'm a financial advisor."





Ice, I agree to some extent. The trick is to make it sound not-canned, but interesting enough that they ask for more info (best case), or at least remember who you are next time you see them.



On the other hand, just saying "Financial Advisor" may work like a top-level qualification. If someone needs to ask what that means, they probably aren't the folks you want to prospect anyway.



Wait a minute, did you call me a tool:"unless they are complete tools also"??   

Feb 1, 2010 10:21 pm
DD:


Says a guy that prospects in the teachers lounge. Financial advisor is the most over used term in finance.  Insurance Agents, Bankers, mortgage people, lenders, primerca reps, and edward jones people .. all financial advisors in their eyes.

If you can't tell people what you do, you don't do crap.

 
DD
Its funny, i have searched this thread hi and lo, up and down from first post to last. And i can't seem to find where you posted YOUR elevator pitch. I'm sure you have one thats much much better than any of the posts here, and I'm sure none of them sound corny or salesy.  And I'm equally sure that you dont just say I'm a Financial Advisor, like Ice and I do.
So please, share.
 
 
Feb 1, 2010 11:01 pm
Sportsfreakbob:
DD:


Says a guy that prospects in the teachers lounge. Financial advisor is the most over used term in finance.  Insurance Agents, Bankers, mortgage people, lenders, primerca reps, and edward jones people .. all financial advisors in their eyes.

If you can't tell people what you do, you don't do crap.

 
DD
Its funny, i have searched this thread hi and lo, up and down from first post to last. And i can't seem to find where you posted YOUR elevator pitch. I'm sure you have one thats much much better than any of the posts here, and I'm sure none of them sound corny or salesy.  And I'm equally sure that you dont just say I'm a Financial Advisor, like Ice and I do.
So please, share.
 
 
 
His elevator speech is the same as hotair. "What floor sir ?"
Feb 1, 2010 11:45 pm

I am a salesman
I tell people what I do
It only sounds cheesy because you are scared to sell yourself in person
Saying your a financial advisor does not tell people what you do
It tells them your job title
Which 20,000 people hold
Pikers

Feb 2, 2010 1:22 am

"I run a small wealth management firm."

Feb 2, 2010 9:19 am
DD:

I am a salesman
I tell people who I do
It only sounds cheesy because you are scared to sell yourself in person

Saying your a financial advisor does not tell people what you do
It tells them your job title
Which 20,000 people hold
Pikers

 
These qualifications fit your role as a male prostitute also
Feb 2, 2010 9:34 am
rsinvestor:
iceco1d:

I think those elevator speeches are ultra corny, and would scare off anyone with REAL money...unless of course, they are complete tools also.

 

I just say, "I'm a financial advisor."



Ice, I agree to some extent. The trick is to make it sound not-canned, but interesting enough that they ask for more info (best case), or at least remember who you are next time you see them.

On the other hand, just saying "Financial Advisor" may work like a top-level qualification. If someone needs to ask what that means, they probably aren't the folks you want to prospect anyway.

Wait a minute, did you call me a tool:"unless they are complete tools also"??   

 
Not that I am a prospecting savant, but I think this is true. If I am cold calling and not leading with product, I will frequently just ask if someone is currently working with a financial advisor. I had one person respond "I don't need a loan right now", which was a good indication that I didn't want to call that guy back.
 
To answer the question, because as was just said that term is very over used and sounds far more impressive than it is, if someone asks follow up information or seems to have some interest (i.e. I run into someone at a party, they ask what I do, I answer them, they look at me strangely like I just said I am a "Regional Vice President" or something) I will say "I help people grow and protect their wealth".
 
If they don't get it after that, I don't really want to explain it to them.
Feb 2, 2010 1:39 pm

"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."

 
Courtesy of Mark Magnacca from his book "So What? How To Communicate What really Matters To Your Audience
 
Feb 2, 2010 1:50 pm

I say I'm an investment advisor. 

I usually try to move the conversation along as if I have better things to do than discuss what I do. 

When I do, I usually get, "Oh, really?  Where should I put my money?", and things like that.


Feb 2, 2010 1:51 pm
BondGuy:

"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."


 
If someone told me that, I'd walk away laughing and feeling that this person was trying a little too hard.
 
I simply say, "I manage investments".  Which 100% of the time gets them to ask more.... what kind of investments?  who do you work for?  etc.
Feb 2, 2010 1:56 pm
etj4588:
BondGuy:

"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."


 
If someone told me that, I'd walk away laughing and feeling that this person was trying a little too hard.
 
I simply say, "I manage investments".  Which 100% of the time gets them to ask more.... what kind of investments?  who do you work for?  etc.
 
That's why you aren't BondGuy, and why you won't ever have a fleet of captained by Victoria's Secret models like him.
Feb 2, 2010 2:14 pm
SometimesNowhere:
etj4588:
BondGuy:

"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."


 
If someone told me that, I'd walk away laughing and feeling that this person was trying a little too hard.
 
I simply say, "I manage investments".  Which 100% of the time gets them to ask more.... what kind of investments?  who do you work for?  etc.
 
That's why you aren't BondGuy, and why you won't ever have a fleet of captained by Victoria's Secret models like him.



Agree.  The simple fact that BondGuy said it makes me want to try it.