Financial Advisor Seminars, Best Practices

finadvisorseminar

For many Financial Advisors, putting on a seminar is daunting yet presenting a seminar should be easy. Attendees should sense a relaxed atmosphere; be surrounded by a comfortable, interested audience; and see a confident speaker delivering an informative presentation. Creating a successful seminar experience, in which the participants are not distracted from the important information they came to hear, takes preparation, practice, and plenty of fine-tuning. One way to help create a winning … [Read more...]

How to Avoid the ummm’s, ahhh’s and errrr’s in Your Presentations

ummsahhs_presentation

Just imagine if in his inaugural address President John F. Kennedy had said, “Ask not what, ummm … your country can, you know, aaaah, do for you, but what you can, like, do for, you know, your country … actually.” It kind of changes what you think of the speech and the person. For the past few months I have paid attention to how some of our agents at ACSIA sound when they are talking. Then I really started paying attention to how anyone I interact with speaks.  Unfortunately, like … [Read more...]

24 Tight, Tactful and Telling Elevator Statements

Mike Kaselnak_61234972

Do you want a quick, attention-getting way to describe what you do? How do people know what you do? You don’t wear a label they can read to know what you do, and if you let them make up their own minds about what you do, they are probably going to lump you together with all of your competition! Saying “I’m a financial advisor” or “I’m a retirement specialist” just doesn’t cut it. One way to solve this conundrum is to start using an elevator statement. This is a prepared, … [Read more...]

How to Write an Elevator Speech — Crafting Your Identity

howtowrite

Most of us are backward.  When given the ideal opportunity to engage a potential client we often end up muttering under our breath and fumbling a golden opportunity to connect in a meaningful way.  Too many of us just don’t have a good way of answering that dreaded question, “What do you do?” Oh there are elevator speeches and mission statements but they are usually no help talking to prospects.   In fact, it seems elevator speeches are just audio versions of mission … [Read more...]

10 Steps to Writing Successful Ad Copy

writing

Writing an ad? The tips below — and the important warning that follows — will help you to get the very best response. Start by choosing a single benefit of your product or service that you wish to highlight above everything else. This is your "principal selling position" or PSP. To choose this, ask yourself what specific benefit makes your product or service different, better or special. Is it the price? The convenience? The reliability? Write attention-grabbing headlines. This is very … [Read more...]

Get in front of more Insurance Prospects

Get in front of more insurance prospects

The key to your business is relationships. As in life, people stay in healthy relationships, and they leave relationships when expectations are not met. I’ve achieved the Million Dollar Round Table (MDRT)'s highest honor, Top of the Table, for 16 years by bringing this philosophy to every client meeting. Attract: Clarity of Your Value All relationships are a reflection of the one you have with yourself. If you lack clarity and are confused, who will be attracted to you? The top advisors have … [Read more...]