You will need both depending upon the opportunity. Practice a 10 second version and a 30 second version. Practice with your spouse, your friends, and your dog. Stand in front of the mirror and practice your elevator speech. Note: If your product or service is difficult to describe or difficult for the client to understand, and you have time, give an example of how you have helped a client or even how you would like to in the future. List of BENEFITS Financial Advisors can use in their elevator speechįinancial services affluent clients want and are looking for in an advisor Save time, make more money, achieve prosperity, find wellness, balance investments, live a stress-free retirement, live a satisfying life, have less stress, achieve financial goals, save for a dream home, get clear on financial goals, improve potential, have financial freedom, leave a legacy, protect from liability, have peace of mind, build wealth, provide for my family, avoid pain, wealth-life balanceįinancial advisor: “I’m a financial advisor managing my clients investments so that they experience a prosperous and long retirement”īusiness coach: “I help clients magnify their wealth & influence so that they can live a stress-free life.” Other resources: Or, the PAIN you help them avoid rather than FEATURES of your product or service Typical results/benefits are: List the RESULTS or BENEFITS your Clients Achieve Describe What You Do in your Financial Advisor Elevator SpeechĤ. * Financial Advisor Elevator Speech Samples 1. List the Results or Benefits Your Clients Achieveĥ. Instructions: Print this page and complete each section What we will be covering:Ĥ. My wish for you is to stand out in the crowd, become more memorable, and close more business! In addition, the Finance Career Professionals I work with do not know they need a good Job Search Elevator speech. This is essential for a good Marketing Plan. I have worked with Financial Advisors since 2004! Most do NOT have a good elevator speech and don’t know how to adequately express the benefits they provide their clients. You should also have a shorter 10 second commercial to use in more relaxed business settings or social settings. This Elevator Speech / Pitch Template is help Financial Advisors create a 30 Second Speech (also known as a 30 second commercial) that will help you be more confident. □ Listen to this page How to Write Your 30 Second Financial Advisor Elevator Speechįinancial Advisor Elevator Speech: We have all at one time or another been at a loss for words when speaking about what we do, and when that happens, we not only lose confidence, but an opportunity to make connections in the business world.
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