To expand a bit more, I have been great in my networking and meeting a lot of qualified people. However I have a difficult time telling people about what I do.

the "I'm a financial advisor at ....." is too dry.

the "I provide my clients with peace of mind" seems too contrived.

When I'm at a cocktail party or fundraiser, and I want to talk with someone about a volunteer thing I'm doing, I have no problem bringing up the subject and getting a dialogue. When it comes to my own business, I can't get past the feeling that I sound like I'm too self promoting (I know I'm not). Any specific ideas, scripts, stories, that people use to get the dialogue going about business?

i just say, " i get to advise individuals and business owners on how to put together solutions for building their assets and preserving their wealth"… it only takes 5 secs to say…

“I create tax problems.”

I’m a tax loss specialist

“I recruit financial advisors for some of the big Wall Street firms.  Sometimes advisors change brokerages to access better products and support for their clients.  I help them make that transition.”


(Thus follows a discussion about how they love their FA but HATE their brokerage.  I give them my card and ask them to pass it along to their FA.)

Bjack73- Does this get a follow up response? When I say something similiar it usually ends that part of the conversation.

Starka's "I create tax problems" I'm sure you get quite a few chuckles and no doubt follow up questions. Do you then joke about the capital gains you make for clients?

" I ball out people’s investment portfolios…" “It’s silly how good our ideas are…”

“I’m a financial advisor.”

[quote=san fran broker]“I’m a financial advisor.”[/quote]

I have a friend who is a criminal defense attorney.  His line is “I create reasonable doubt for a reasonable price.”

(sorry for the off topic response, but I love that line)

Someone on these boards uses, “I fix $9.95 trades”.



I like that!

the normal response i get is, " oh really? how do you help people with that? "  " i want to make more money and not lose it"

[quote=bjack73] the normal response i get is, " oh really? how do you help

people with that? " " i want to make more money and not lose it"[/quote]



“Here’s my card. Give my office a call, and let’s talk about it.”

[quote=Starka] [quote=bjack73] the normal response i get is, " oh really? how do you help

people with that? "  " i want to make more money and not lose it"[/quote]



“Here’s my card. Give my office a call, and let’s talk about it.”[/quote]

“I’ll have my girl call your girl and we can do lunch…” 

[quote=gridiron1]

To expand a bit more, I have been great in my
networking and meeting a lot of qualified people. However I have a
difficult time telling people about what I do.

the "I'm a financial advisor at ....." is too dry.

the "I provide my clients with peace of mind" seems too contrived.

When I'm at a cocktail party or fundraiser, and I want to talk with someone about a volunteer thing I'm doing, I have no problem bringing up the subject and getting a dialogue. When it comes to my own business, I can't get past the feeling that I sound like I'm too self promoting (I know I'm not). Any specific ideas, scripts, stories, that people use to get the dialogue going about business?
[/quote]

When people ask, I just say:

"I'm in the investment business- I manage money for people."

and then clam up.

People will ask you all sorts of questions next. If you describe yourself too much, then you have a situation of information pushing vs information pulling. You don't want that.

[quote=mktsystms]

[quote=san fran broker]“I’m a financial advisor.”[/quote]

I have a friend who is a criminal defense attorney.  His line is “I create reasonable doubt for a reasonable price.”

(sorry for the off topic response, but I love that line)
[/quote]



You could use that line as financial advisor as well.