Posts By: Stan Craig

What Is Your Elevator Speech?

What do you say when someone asks you, “What do you do?” Too many of us give a very poor response, which goes something like, “oh, I work for _____________ firm. I am a financial advisor.” While that may be accurate, it certainly is boring. Very few people come over to us when they hear… Read more »

Proactive Introductions

In his first meeting with a client while going through the Supernova coaching program, one of our FAs explained the refinements he was making to his practice.  Among other things, he told the client how important Centers of Influence would be for introductions. To his great surprise, this client (his largest client and a doctor)… Read more »