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 that kind of explanation and say, "Oh thank goodness, I was hoping I could be a financial advisor!"\

The problem with this answer, even though it is accurate, it's not very compelling. The McDonald's Corporation understands that. They do not simply serve a Big Mac, they serve, “ Two all beef patties, special sauce, cheese and lettuce, pickles and onions, on a sesame seed bun.”  Both answers are accurate but only one is compelling and I'm sure you can tell which one it is. The next time someone asks you what do you do? Don't tell them what you do but tell them what you do for your clients. Here are three examples of what I mean.

“I help individual families and investors manage their risk as well as the return on their investment portfolio (or Investment account or in their retirement plans).”

"I help families and investors manage investment risk and find appropriate investment returns.”

"I help families take care of their family by understanding appropriate investment risk as well as how to plan for their future.

Any of these three examples will be far more compelling than simply stating what you do.  Where you work is not nearly as important as the work you do for your clients and day after day.


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