Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
008: Elevate Your Elevator Pitch
We’ve all been to that party or a wedding and someone asks you a question that you have prepared for… What do you do? Even though you’ve thought through this, you’ve crafted a little description, you look at them and simply answer something LAME like “I am a financial advisor.”
And, if you’re like me, you leave thinking “What the heck!?!?! I had totally prepared for that and I choked! I am so much more than a financial planner I didn’t articulate what I do who I do it and for…”
You totally start to beat yourself up. Been there, done that.
Then, I figured out this simple formula!
In this short…
The skinny
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