The Efficient Advisor: Tactical Business Advice for Financial Planners

008: Elevate Your Elevator Pitch


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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 

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation 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.

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

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