3 minute pitch

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Oct 16, 2008 8:56 am

I am looking for a quick pitch to explain what we do in a networking situation that doesn't come of to cheesy. Any ideas?

Oct 16, 2008 10:25 am

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

 
 
 Stok
Oct 16, 2008 10:40 am

My job is to increase clients income and decrease clients taxes

Oct 16, 2008 11:38 am

Squash, what is it that you do?

Oct 16, 2008 11:44 am

You might want to pick up a book called, Book Yourself Solid.  Not sure of the author.

 
I have seen advisors give their elevator speech using this guy's method, and it worked very well.
 
If I remember correctly, he first started by asking a question.  "You know those people that are near retirement and not sure how to make the transition?  I help them by yada yada yada".
 
There is more to it, but I'll have to look in the book again to see how he says it.
Oct 16, 2008 9:39 pm

I manage eleventy kabillion dollars for my clients. Why aren't you a client?

Oct 16, 2008 11:30 pm

Squash, what is it that you do?



You get my vote for #1.
Nov 3, 2008 5:38 pm

I work with a select group of successful business owners and families in (your city here)

Nov 3, 2008 9:46 pm

I have found that 90% (making up numbers here) of people, when it comes down to it, are really interested in retirement planning - whether it be accumulation, retirement planning, or distribution phase - even if they can't articulate it that way. Even for wealthy business owners, "succession" planning is really retirement planning. So I adapt my elevator speach for the prospect, but it usually revolves around retirement planning. "I help people with retirement planning issues, whether it's their 401K, accumulation of wealth, or creating enough income for their retirement." Since most of us are not working with the UHNW folks with highly complex issues, this covers the majority of those we come in contact with. And people can relate to "retirement planning."

Nov 4, 2008 10:12 am

"I help people retire and stay retired."

 
 
Nov 5, 2008 7:48 pm

"I help people invest for their retirement needs as well as mitigate their tax exposure so that they can leave a legacy for their loved ones."

Nov 6, 2008 8:29 am

I help people make money.

Feb 19, 2009 5:43 pm

Just be like this guy.

Feb 20, 2009 2:22 am

I help people retire earlier with more money, and great peace of mind.

Feb 20, 2009 8:40 am

I hunt people for rich guys.

Feb 20, 2009 10:52 am

I'm an investment advisor, my focus is on helping people plan for and live in retirement. 

Feb 21, 2009 11:24 pm

I help people define, plan for, and most importantly to achieve their financial goals.

Feb 22, 2009 11:28 am

What I do for a living is put people in A share American Funds based on track record for a 3% rip, then at the first sign of client panic I sell them out and place them in 20 year corporate bonds for a 2% rip, once the market rebounds and they want back in I place them in managed money for a yearly 1.5% rip. What firm am I ?

Feb 23, 2009 12:10 pm

Starting out better to be specific. 'I'll help you roll your 401k.' .... 'I open IRAs.' .... 'I sell life insurance.' .... 'I sell tax free investments.'

Followed by a question. 'How is your 401k doing?' ... 'Have you done your IRA for 2008 yet?' ... 'Have you reviewed your coverage in the past year?'
 
Most people are not walking around looking for a financial advisor to do big picture things. But if you can solve an immediate problem you can move them in that direction.
 
 
 
Feb 23, 2009 2:09 pm

yeah "I sell Life Ins"-----that'll work!