30 Second Elevator Pitch

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rsinvestor's picture
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This is a topic I haven't seen discussed in a while.  What is your favorite 30 second pitch when you meet someone new and they ask "So what do you do?" 
 
I've heard of this one the past:
"Part of your money goes to bills, part to taxes, and part to savings.  I help you grow your savings and reduce the tax part."
 
 

Ron 14's picture
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"Part of your money goes for blow, part for hookers, and part to your ex wife. Would you like to start a Roth IRA?"

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Ron 14 wrote:"Part of your money goes for blow, part for hookers, and part to your ex wife. Would you like to start a Roth IRA?"
 

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Who was that soccer player that said something along the lines of "My money went to birds, blow, and booze...the rest of it I just pissed away."

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Ron 14 wrote:"Part of your money goes for blow, part for hookers, and part to your ex wife. Would you like to start a Roth IRA?"
 
Spoken like the bank bytch you are - how about keeping you lame jokes in the "general" section and let the real brokers talk over here, son.

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What do they pay you at Geico these days ?

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That what I thought. Jag off.

dashover's picture
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Are you married, single, or getting divorced 

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I think those elevator speeches are ultra corny, and would scare off anyone with REAL money...unless of course, they are complete tools also.
 
I just say, "I'm a financial advisor."

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iceco1d wrote:I think those elevator speeches are ultra corny, and would scare off anyone with REAL money...unless of course, they are complete tools also.
 
I just say, "I'm a financial advisor."Says a guy that prospects in the teachers lounge. Financial advisor is the most over used term in finance.  Insurance Agents, Bankers, mortgage people, lenders, primerca reps, and edward jones people .. all financial advisors in their eyes.If you can't tell people what you do, you don't do crap.

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iceco1d wrote: I think those elevator speeches are ultra corny, and would scare off anyone with REAL money...unless of course, they are complete tools also.
 
I just say, "I'm a financial advisor."

Ice, I agree to some extent. The trick is to make it sound not-canned, but interesting enough that they ask for more info (best case), or at least remember who you are next time you see them.

On the other hand, just saying "Financial Advisor" may work like a top-level qualification. If someone needs to ask what that means, they probably aren't the folks you want to prospect anyway.

Wait a minute, did you call me a tool:"unless they are complete tools also"??   

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DD wrote: iceco1d wrote:I think those elevator speeches are ultra corny, and would scare off anyone with REAL money...unless of course, they are complete tools also.
 
I just say, "I'm a financial advisor."Says a guy that prospects in the teachers lounge. Financial advisor is the most over used term in finance.  Insurance Agents, Bankers, mortgage people, lenders, primerca reps, and edward jones people .. all financial advisors in their eyes.If you can't tell people what you do, you don't do crap.
 
Honestly DD, I'm waiting for you to break down and profess your eternal love for me.  You sweat my nuts more than a drunken sorority girl at the afterparty for the Superbowl...
 
RSInvestor - I know what you're saying, but I honestly have never heard one that's more intriguing than corny.  When I meet someone new in a social setting, I try to act interested in them, and offer intelligent conversation.  Not interested in prospecting them + great first impression + seems trustworth & highly intelligent = "Why isn't he trying to get MY business...this guy must be really top-shelf...I wonder if HE would do business with ME?"
 
 

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DD wrote: Says a guy that prospects in the teachers lounge. Financial advisor is the most over used term in finance.  Insurance Agents, Bankers, mortgage people, lenders, primerca reps, and edward jones people .. all financial advisors in their eyes.If you can't tell people what you do, you don't do crap.
 
DD
Its funny, i have searched this thread hi and lo, up and down from first post to last. And i can't seem to find where you posted YOUR elevator pitch. I'm sure you have one thats much much better than any of the posts here, and I'm sure none of them sound corny or salesy.  And I'm equally sure that you dont just say I'm a Financial Advisor, like Ice and I do.
So please, share.
 
 

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Sportsfreakbob wrote:DD wrote: Says a guy that prospects in the teachers lounge. Financial advisor is the most over used term in finance.  Insurance Agents, Bankers, mortgage people, lenders, primerca reps, and edward jones people .. all financial advisors in their eyes.If you can't tell people what you do, you don't do crap.
 
DD
Its funny, i have searched this thread hi and lo, up and down from first post to last. And i can't seem to find where you posted YOUR elevator pitch. I'm sure you have one thats much much better than any of the posts here, and I'm sure none of them sound corny or salesy.  And I'm equally sure that you dont just say I'm a Financial Advisor, like Ice and I do.
So please, share.
 
 
 
His elevator speech is the same as hotair. "What floor sir ?"

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I am a salesmanI tell people what I doIt only sounds cheesy because you are scared to sell yourself in personSaying your a financial advisor does not tell people what you doIt tells them your job titleWhich 20,000 people holdPikers

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"I run a small wealth management firm."

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DD wrote:I am a salesmanI tell people who I doIt only sounds cheesy because you are scared to sell yourself in personSaying your a financial advisor does not tell people what you doIt tells them your job titleWhich 20,000 people holdPikers
 
These qualifications fit your role as a male prostitute also

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rsinvestor wrote: iceco1d wrote: I think those elevator speeches are ultra corny, and would scare off anyone with REAL money...unless of course, they are complete tools also.
 
I just say, "I'm a financial advisor." Ice, I agree to some extent. The trick is to make it sound not-canned, but interesting enough that they ask for more info (best case), or at least remember who you are next time you see them. On the other hand, just saying "Financial Advisor" may work like a top-level qualification. If someone needs to ask what that means, they probably aren't the folks you want to prospect anyway. Wait a minute, did you call me a tool:"unless they are complete tools also"??   
 
Not that I am a prospecting savant, but I think this is true. If I am cold calling and not leading with product, I will frequently just ask if someone is currently working with a financial advisor. I had one person respond "I don't need a loan right now", which was a good indication that I didn't want to call that guy back.
 
To answer the question, because as was just said that term is very over used and sounds far more impressive than it is, if someone asks follow up information or seems to have some interest (i.e. I run into someone at a party, they ask what I do, I answer them, they look at me strangely like I just said I am a "Regional Vice President" or something) I will say "I help people grow and protect their wealth".
 
If they don't get it after that, I don't really want to explain it to them.

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DD wrote:I am a salesmanI tell people what I doIt only sounds cheesy because you are scared to sell yourself in personSaying your a financial advisor does not tell people what you doIt tells them your job titleWhich 20,000 people holdPikers
 
Doubtfull your even in the business toolbreath.  You were challenged to post what you say and you can't even do that....hi mel

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"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."
 
Courtesy of Mark Magnacca from his book "So What? How To Communicate What really Matters To Your Audience
 

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I say I'm an investment advisor.  I usually try to move the conversation along as if I have better things to do than discuss what I do.  When I do, I usually get, "Oh, really?  Where should I put my money?", and things like that.

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BondGuy wrote:"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."

 
If someone told me that, I'd walk away laughing and feeling that this person was trying a little too hard.
 
I simply say, "I manage investments".  Which 100% of the time gets them to ask more.... what kind of investments?  who do you work for?  etc.

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etj4588 wrote:BondGuy wrote:"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."

 
If someone told me that, I'd walk away laughing and feeling that this person was trying a little too hard.
 
I simply say, "I manage investments".  Which 100% of the time gets them to ask more.... what kind of investments?  who do you work for?  etc.
 
That's why you aren't BondGuy, and why you won't ever have a fleet of captained by Victoria's Secret models like him.

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SometimesNowhere wrote:etj4588 wrote:BondGuy wrote:"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."

 
If someone told me that, I'd walk away laughing and feeling that this person was trying a little too hard.
 
I simply say, "I manage investments".  Which 100% of the time gets them to ask more.... what kind of investments?  who do you work for?  etc.
 
That's why you aren't BondGuy, and why you won't ever have a fleet of captained by Victoria's Secret models like him.Agree.  The simple fact that BondGuy said it makes me want to try it.

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BondGuy wrote:"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."
 
Courtesy of Mark Magnacca from his book "So What? How To Communicate What really Matters To Your Audience
 

THAT IS F*CK*N SWEET...
 
BONDGUY comes up big again...!

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Just reserved the book at my library... Thanks again BondGuy...

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Last weekend I used the "I manage money.  Help people increase their income and reduce their taxes, keep as much from the government as possible" line at a dinner table with a bunch of people I'd never met.  Guy laughed, said those were very important things.  His wife and their friends all asked for my opinion, I said "I don't want to make this a commercial, but I am buying strategically" and left it at that.  Next day, I hear through the guy's wife that he wants to talk to me.

BondGuy, that line reminds me of a book I once looked at and even an old branch manager from my time at ML.  Get people to visualize something or imagine something and you'll be more memorable.  "You know those people", they want to be "those people".  Something like that.  The old manager used to do something where he would have people list what they would do if they won the lottery.  I can't remember why exactly, maybe to get them to believe he could help them reach their goals or get them to their dreams.  I guess it worked for him.

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I have found that the title Financial Advisor means different things to different people. Some think I help them with debt consolidation, some think insurance or real estate. The title Investment advisor and I manage investments make a lot more sense and leave less to doubt. Bond Guy's story is very compelling when you have more time.

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I usally say that I work for a RIA firm - like Madoff.

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BondGuy wrote:"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."
 
Courtesy of Mark Magnacca from his book "So What? How To Communicate What really Matters To Your Audience
 Like I saidTell people what you doNot what you areRead above and learn pikers.

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DD wrote:
BondGuy wrote:"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."
 
Courtesy of Mark Magnacca from his book "So What? How To Communicate What really Matters To Your Audience
 Like I saidTell people what you doNot what you areRead above and learn pikers.

right IT boy.

No offense to Bondguy because I respect him. But where I live if I threw that out at a c***tail party they would throw me out. Not saying it doesn't work, just not for me. I say, "I am a partner in a Private Wealth Management firm that works with a very select group of clients".   If the next question is "Who?" then I go further. Whatever works for you.

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BondGuy wrote:"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."
 
Courtesy of Mark Magnacca from his book "So What? How To Communicate What really Matters To Your Audience
 I use something similar to this along with a generic "I'm a Financial Advisor", depending on the crowd.  When I don't say I'm an FA, I say:"You know how some people worry about their finances? I help my clients to delegate their worries to me so they can enjoy their lives".  I do agree that if it sounds too canned or slick, it would give some people the "uh-oh" feeling. 

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DD wrote:I am a salesmanI tell people what I doIt only sounds cheesy because you are scared to sell yourself in personSaying your a financial advisor does not tell people what you doIt tells them your job titleWhich 20,000 people holdPikers
 
You still sound cheesy. Maybe not to yourself, but to others, when you use those  lines, you sound cheesy. You are cheesy
Piker

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Sportsfreakbob wrote:DD wrote:I am a salesmanI tell people what I doIt only sounds cheesy because you are scared to sell yourself in personSaying your a financial advisor does not tell people what you doIt tells them your job titleWhich 20,000 people holdPikers
 
You still sound cheesy. Maybe not to yourself, but to others, when you use those  lines, you sound cheesy. You are cheesy
PikerAfraid of what you do huh?Impressed by your own title?total piker

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DD wrote:
Sportsfreakbob wrote:DD wrote:I am a salesmanI tell people what I doIt only sounds cheesy because you are scared to sell yourself in personSaying your a financial advisor does not tell people what you doIt tells them your job titleWhich 20,000 people holdPikers
 
You still sound cheesy. Maybe not to yourself, but to others, when you use those  lines, you sound cheesy. You are cheesy
PikerAfraid of what you do huh?Impressed by your own title?total pikerHAHAHAHHAHA!  The people that don't sugar coat it with some nonsensical saying are "afraid of what they do?!?!"  What a F&CKING JOKE.If someone is an accountant, and you ask them what they do, they say, "I'm a tax accountant" or "I'm a controller for XYZ company."  They don't say, "I make sure my clients get the maximum refund they are eligible for when they file their taxes."If someone is a teacher (yes, this is just for you Double Douchebag), and you ask them what they do, they say, "I'm a math teacher" or "I'm a gym teacher."  They don't say, "I help prepare the kids of today to be the leaders of tomorrow!"Cheeseball sayings are "hiding behind what you do," not the other way around.I know what I am, and what I do.  I'm a doctor.  I'm a teacher.  I'm a financial advisor.  It's simple.  Don't be a b|tch about it.

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I'm a doctor - really, what type?I'm a teacher - what do you teach?I'm a financial advisor - do you do loans? can you check out my balance in my checking account?Financial Advisor means nothing and everything.  There is a reason you prospect teachers piker.I'm a 403b salesman - Do you accept money orders?

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DD wrote:

I'm a doctor - really, what type?I'm a teacher - what do you teach?I'm a financial advisor - do you do loans? can you check out my balance in my checking account?Financial Advisor means nothing and everything.  There is a reason you prospect teachers piker.I'm a 403b salesman - Do you accept money orders?
I'm a psychologist.  NOT "I help my patients realize their social and emotional issues to become better, more productive members of society."I'm a math teacher.  Apparently you missed this one, because you are too incompetent to even read a simple sentence.  Reading comprehension escapes you apparently.If your audience is too stupid to know that financial advisor probably doesn't mean "loan officer" or "teller," then that's your problem, not mine.  Maybe you need a more elite social circle, dipsh|t. Oh, and then there is your limitless wit, regarding my 403B prospecting.  That's just BRILLIANT!  Man, I'm such an idiot.  My b/d has a prospecting channel, where I can show up, and the prospects COME TO ME for an appointment!  Kind of like at a bank, except not quite as "warm" of leads, but my payout is over 50%.  Yeah, foolish me.And I never said most of my assets or production comes from teachers, I simply make comments about that channel, because it's a unique perspective I can offer on this forum.  I have plenty of clients that aren't teachers, or even related to public education.  I have small businesses, a few docs, people from all walks - probably because I'm not socially retarded, like you.  So when I meet new people (you know, because I have a social life), they are automatically intrigued, I don't need a corny saying to garner a strangers interest.By the way, nice new tag line.  It's flattering to know that I get under your skin THAT much, that you'll waste your time with that kind of nonsense.  How cute.  Now run along, before I make you my b+tch completely. 

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DD= owned

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iceco1d wrote: DD wrote: I'm a doctor - really, what type?I'm a teacher - what do you teach?I'm a financial advisor - do you do loans? can you check out my balance in my checking account?Financial Advisor means nothing and everything.  There is a reason you prospect teachers piker.I'm a 403b salesman - Do you accept money orders?I'm a psychologist.  NOT "I help my patients realize their social and emotional issues to become better, more productive members of society."I'm a math teacher.  Apparently you missed this one, because you are too incompetent to even read a simple sentence.  Reading comprehension escapes you apparently.If your audience is too stupid to know that financial advisor probably doesn't mean "loan officer" or "teller," then that's your problem, not mine.  Maybe you need a more elite social circle, dipsh|t. Oh, and then there is your limitless wit, regarding my 403B prospecting.  That's just BRILLIANT!  Man, I'm such an idiot.  My b/d has a prospecting channel, where I can show up, and the prospects COME TO ME for an appointment!  Kind of like at a bank, except not quite as "warm" of leads, but my payout is over 50%.  Yeah, foolish me.And I never said most of my assets or production comes from teachers, I simply make comments about that channel, because it's a unique perspective I can offer on this forum.  I have plenty of clients that aren't teachers, or even related to public education.  I have small businesses, a few docs, people from all walks - probably because I'm not socially retarded, like you.  So when I meet new people (you know, because I have a social life), they are automatically intrigued, I don't need a corny saying to garner a strangers interest.By the way, nice new tag line.  It's flattering to know that I get under your skin THAT much, that you'll waste your time with that kind of nonsense.  How cute.  Now run along, before I make you my b+tch completely. 

Teachers....the absolute most brain dead people in the world. I just spoke to a prospect today that took out his kids entire education fund (where he was getting a 20% grant on the money) to buy property.
 
The best advice advice I got in my Edward Jones training was a VV telling me the second a teacher decides to buy something, tell all your clients to sell.
 

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DD wrote: I'm a doctor - really, what type?I'm a teacher - what do you teach?I'm a financial advisor - do you do loans? can you check out my balance in my checking account?Financial Advisor means nothing and everything.  There is a reason you prospect teachers piker.I'm a 403b salesman - Do you accept money orders?
My clients buy me. Not some cheesy script. When i meet someone at a networking event, I have a presence, and a way of speaking to them that lets them know I am not a mortgage broker, or credit counselor. No script needed.
 
Piker

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So getting back on topic...DD - When someone asks what you do do you say "I am a gay prostitute" or "I blow other dudes in the park for a $20 spot"?

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SometimesNowhere wrote:So getting back on topic...DD - When someone asks what you do do you say "I am a gay prostitute" or "I blow other dudes in the park for a $20 spot"?

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etj4588 wrote:BondGuy wrote:"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."

 
If someone told me that, I'd walk away laughing and feeling that this person was trying a little too hard.
 
I simply say, "I manage investments".  Which 100% of the time gets them to ask more.... what kind of investments?  who do you work for?  etc.
 
Dude, it's an elevator speech! You're on an elevator, you can't walk away laughing.
 
Seriously, I agree to a point. You have to pick and choose where and when to whip out an elevator speech. This one was provided courtesy of Bill Cates who is reccoing Mark's book.
 
What i like about it is that it tells what you do, not who you are. Really, what is a Senior VP financial consultant? First off, at the big wires and regionals it's an honorary title. Should we tell people that? And, as for being a partner in a wealth management firm, Ok, anyone with $300 bucks and access to a county courthouse to file the paperwork can make the same claim. Gee, I'm impressed!!!!!
 
One of the funniest ironies in our business is defense lawyers trying to explain how meaningless our titles are when defending Mr. Senior VP in arbitration.
 
 
Tell'em what you do, not who you are. Who you are, by title, is meaningless to Joe Lunchbox and Charles CFO.
 
 
I also like that it starts with a question. The question draws the listener in.
 
Another example: Do you know how many people are worried about running out of money at retirement? Well, what i do is help people create a stream of income they can't outlive."
 
Modify to your liking or run away laughing. But watch that first step, remember, we're on an elevator!
 
 

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I get where you are going with attempting to frame yourself as a financial problem solver.  The only problem for me is that the kind of clientele I deal with would think it's a bit hokey.  Too much salesmanship comes across as untrustworthy and raises suspicions.
 
When I am asked, I downplay it... "I manage investments".  That's it.  I am not trying to engage them in a conversation about retirement planning.  If they want to know more, they will ask. 

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etj4588 wrote: I get where you are going with attempting to frame yourself as a financial problem solver.  The only problem for me is that the kind of clientele I deal with would think it's a bit hokey.  Too much salesmanship comes across as untrustworthy and raises suspicions.
 
When I am asked, I downplay it... "I manage investments".  That's it.  I am not trying to engage them in a conversation about retirement planning.  If they want to know more, they will ask. 

Thanks everyone for the serious answers. I like the low-key approach, now that I think about it. "I manage investments". No sales pitch, no pressure, let them come to me if they are interested. I can see how that would be appropriate in elevator situations.

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I do Financial Planning and Investment Management, which are a lot more inter-related than most people think. (or just drop the last part (which are a lot....)
 
K   I   S    S
E  T   I     T
E       M    U
P       P     P
         L     I
         E     D

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rsinvestor wrote: let them come to me if they are interested.
 
Exactly.  How many clients have you ever picked up using a salesy line?  None.  Tell them what you do, short and sweet, and if they have an interest or a problem, they will ask you questions and want to know more.
 
Now the real question is what do you do when they say something like: 
 
"Boy, these markets are really unstable huh?"  How do you turn that into a prospect??

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BondGuy wrote:etj4588 wrote:BondGuy wrote:"You know how many people spend more time planning their vacation than planning for retirement? Well, what I do is help my clients plan for the longest vacation of their lives, their retirement."

 
If someone told me that, I'd walk away laughing and feeling that this person was trying a little too hard.
 
I simply say, "I manage investments".  Which 100% of the time gets them to ask more.... what kind of investments?  who do you work for?  etc.
 
Dude, it's an elevator speech! You're on an elevator, you can't walk away laughing.
 
Seriously, I agree to a point. You have to pick and choose where and when to whip out an elevator speech. This one was provided courtesy of Bill Cates who is reccoing Mark's book.
 
What i like about it is that it tells what you do, not who you are. Really, what is a Senior VP financial consultant? First off, at the big wires and regionals it's an honorary title. Should we tell people that? And, as for being a partner in a wealth management firm, Ok, anyone with $300 bucks and access to a county courthouse to file the paperwork can make the same claim. Gee, I'm impressed!!!!!
 
One of the funniest ironies in our business is defense lawyers trying to explain how meaningless our titles are when defending Mr. Senior VP in arbitration.
 
 
Tell'em what you do, not who you are. Who you are, by title, is meaningless to Joe Lunchbox and Charles CFO.
 
 
I also like that it starts with a question. The question draws the listener in.
 
Another example: Do you know how many people are worried about running out of money at retirement? Well, what i do is help people create a stream of income they can't outlive."
 
Modify to your liking or run away laughing. But watch that first step, remember, we're on an elevator!
 
 Learn from someone that earns more in a quarter than you pikers do in a year.Your clients are not specialYou are not specialTell them what you doNot what you areOWNED FOOLS

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For once, I have to agree with DD.  I've used the "I'm an FA" route and "I help people retire with the maximum amount of income without the chance of running out, while setting up the biggest net legacy possible."  I get a much better response with the latter.
Titles don't matter - what you can do for people does.

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