How to Develop Your Financial Advisor Elevator Speech

Elevator-pitch

Most entrepreneurs know that to be successful, they need to have a great financial advisor elevator speech or pitch. This is because when you’re in an elevator and someone asks what you do, you want to be able to give them a quick, concise answer that will intrigue them enough to want to learn more. This article will outline what should be included in a financial advisor elevator speech and give some examples of effective pitches.

 

Elements Of A Great Financial Advisor Elevator Speech

First, let’s discuss what should be included in a financial advisor elevator speech. Here are some key elements:

  • An introduction: You want to start off by telling the person your name and what financial advisory firm you work for.
  • An explanation of the services you offer: This is where you give a brief overview of the financial services you provide, such as investment advice, retirement planning, etc.
  • A unique selling proposition: What makes your financial advisory firm different from others? This is your chance to stand out from the competition.
  • A call to action: End your financial advisor elevator speech with a call to action, such as inviting the person to set up a free consultation.

 

Tips For Giving A Memorable Financial Advisor Elevator Speech

So now you know how to create a financial advisor elevator speech that includes all of the essential elements. But how do you make sure your speech is memorable? Here are a few tips:

  • Keep it short: Remember, you only have a few seconds to make an impression, so make sure your financial advisor elevator speech is no longer than 30 seconds.
  • Make it conversational: Avoid using industry jargon or technical terms that the average person may not understand. Instead, use simple language that anyone can follow. You also don’t want to make it obvious that you are just rehearsing from a script.
  • Identify a common problem: Start by addressing a common financial problem that your target audience faces. This will show that you understand their pain points and that you have a solution to offer.
  • Be enthusiastic: Show that you’re passionate about financial advisory and helping people reach their financial goals. If you sound bored or disinterested, the person you’re speaking to will likely be turned off.
  • Ask questions: Get to understand your client’s needs better by asking questions. Not only will this help you tailor your financial advisor elevator speech, but it will also show that you’re interested in getting to know them. Also, make sure to give them time to ask you questions while you’re conversing.
  • Practice, practice, practice: The more you practice your financial advisor elevator speech, the more confident you’ll be when it comes time to deliver it.

 

Examples Of Amazing Financial Advisor Elevator Speeches

So what does an amazing financial advisor elevator speech sound like? Here are a few examples:

 

“Hello, my name is ________ and I’m a financial advisor with ____________. We offer a wide range of financial services, including investment advice, retirement planning, and more. What sets us apart is our personalized approach to financial planning. We work closely with our clients to understand their unique needs and goals, and then create customized financial plans that will help them reach their targets.

If you’re looking for financial advice, I invite you to set up a free consultation with me. I would be more than happy to chat with you about your financial goals and see how we can help you achieve them.”

 

“Hi, my name is ________ and I’m a financial advisor at ___________. A lot of my clients come to me because they’re not sure where to invest their money or how to reach their financial goals. That’s where I come in. I work with my clients to create custom financial plans that take into account their unique circumstances and goals.

If you’re looking for financial guidance, I invite you to set up a free consultation with me. I would be happy to discuss your financial goals and see how we can help you reach them.”

 

“Hi, my name is ________ and I’m a financial advisor at ___________. A lot of my clients come to me because they’re not sure how to manage their money or how to reach their financial goals. I help my clients by creating custom financial plans that take into account their unique circumstances and goals.

If you’re looking for financial advice, I invite you to set up a free consultation with me. I would be more than happy to chat with you about your financial goals and see how we can help you reach them.”

 

As you can see, each of these financial advisor elevator speeches is unique, but they all contain the essential elements that we discussed earlier. Feel free to use these examples as a starting point for creating your own financial advisor elevator speech.

 

Conclusion

Now you should know how to develop your financial advisor elevator speech. Remember to keep it simple, enthusiastic, and tailored to your client’s needs. With some practice, you’ll be delivering excellent financial advisor elevator speeches in no time!