Elevator speech

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Nov 18, 2006 9:31 pm

Anybody have a good elevator speech?

Nov 18, 2006 11:06 pm

To expand a bit more, I have been great in my networking and meeting a lot of qualified people. However I have a difficult time telling people about what I do.


the "I'm a financial advisor at ....." is too dry.


the "I provide my clients with peace of mind" seems too contrived.


When I'm at a cocktail party or fundraiser, and I want to talk with someone about a volunteer thing I'm doing, I have no problem bringing up the subject and getting a dialogue. When it comes to my own business, I can't get past the feeling that I sound like I'm too self promoting (I know I'm not). Any specific ideas, scripts, stories, that people use to get the dialogue going about business?


Dec 7, 2006 2:14 pm

i just say, " i get to advise individuals and business owners on how to put together solutions for building their assets and preserving their wealth"...... it only takes 5 secs to say..

Dec 7, 2006 6:10 pm

"I create tax problems."

Dec 7, 2006 9:35 pm

I'm a tax loss specialist

Dec 8, 2006 1:53 pm

"I recruit financial advisors for some of the big Wall Street firms.  Sometimes advisors change brokerages to access better products and support for their clients.  I help them make that transition."


(Thus follows a discussion about how they love their FA but HATE their brokerage.  I give them my card and ask them to pass it along to their FA.)





Dec 9, 2006 11:18 am

Bjack73- Does this get a follow up response? When I say something similiar it usually ends that part of the conversation.


Starka's "I create tax problems" I'm sure you get quite a few chuckles and no doubt follow up questions. Do you then joke about the capital gains you make for clients?


Dec 9, 2006 1:28 pm

" I ball out people's investment portfolios..." "It's silly how good our ideas are..."

Dec 9, 2006 1:35 pm

"I'm a financial advisor."

Dec 9, 2006 3:16 pm
san fran broker:

"I'm a financial advisor."



I have a friend who is a criminal defense attorney.  His line is "I create reasonable doubt for a reasonable price."

(sorry for the off topic response, but I love that line)

Dec 9, 2006 7:29 pm

Someone on these boards uses, "I fix $9.95 trades".



I like that!

Dec 11, 2006 3:11 pm

the normal response i get is, " oh really? how do you help people with that? "  " i want to make more money and not lose it"

Dec 12, 2006 8:48 am
bjack73:

the normal response i get is, " oh really? how do you help

people with that? " " i want to make more money and not lose it"





"Here's my card. Give my office a call, and let's talk about it."

Dec 12, 2006 9:58 am
Starka:
bjack73:

the normal response i get is, " oh really? how do you help

people with that? "  " i want to make more money and not lose it"





"Here's my card. Give my office a call, and let's talk about it."



"I'll have my girl call your girl and we can do lunch......" 

Dec 17, 2006 4:00 am
gridiron1:

To expand a bit more, I have been great in my
networking and meeting a lot of qualified people. However I have a
difficult time telling people about what I do.


the "I'm a financial advisor at ....." is too dry.


the "I provide my clients with peace of mind" seems too contrived.

When I'm at a cocktail party or fundraiser, and I want to talk with
someone about a volunteer thing I'm doing, I have no problem bringing
up the subject and getting a dialogue. When it comes to my own
business, I can't get past the feeling that I sound like I'm too self
promoting (I know I'm not). Any specific ideas, scripts, stories, that
people use to get the dialogue going about business?


When people ask, I just say:


"I'm in the investment business- I manage money for people."


and then clam up.


People will ask you all sorts of questions next. If you describe
yourself too much, then you have a situation of information pushing vs
information pulling. You don't want that.


Dec 17, 2006 4:02 am
mktsystms:
san fran broker:

"I'm a financial advisor."



I have a friend who is a criminal defense attorney.  His line is "I create reasonable doubt for a reasonable price."

(sorry for the off topic response, but I love that line)





You could use that line as financial advisor as well.