The Efficient Advisor: Tactical Business Advice for Financial Planners

008: Elevate Your Elevator Pitch


Listen Later

We’ve all been to that party or a wedding and someone asks you a question that you have prepared for… What do you do? Even though you’ve thought through this, you’ve crafted a little description, you look at them and simply answer something LAME like “I am a financial advisor.” 

And, if you’re like me, you leave thinking “What the heck!?!?! I had totally prepared for that and I choked! I am so much more than a financial planner I didn’t articulate what I do who I do it and for…”

 You totally start to beat yourself up. Been there, done that.

 Then, I figured out this simple formula!

 In this short episode I’ll share:

·       A SUPER simple formula that you can use to articulate your value succinctly and quickly without feeling tongue-tied!

·       How to keep from monologuing about yourself and your business so you don’t sound like you’re ‘here to network.’

·       The trick I used to nailing this language for this little pitch (hint.. 10x). 

To elevate your elevator pitch you need to be able to tell people what it is that you do, who it is that you do it for, and why it would make a difference in their lives. Not too short. Not too long. Juuuuust right. You can do this Goldilocks!

Don’t forget your worksheet for this episode here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. 

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com 

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

...more
View all episodesView all episodes
Download on the App Store

The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

105 ratings


More shows like The Efficient Advisor: Tactical Business Advice for Financial Planners

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

196 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

931 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

274 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

549 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,004 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

457 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

247 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,046 Listeners

The Long View by Morningstar

The Long View

848 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

226 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

Ask The Compound by The Compound

Ask The Compound

296 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

118 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,001 Listeners