A Former Stockbroker Turned Pitch Consultant Reveals What Actually Wins Clients — Here's His Framework

The Advisor with Stacey Chillemi · May 7, 2025 · 44m

Most people pitch their offer. Kevin Helman pitches to the client's pain. After 25 years moving from stockbroker to independent pitch consultant he has spent his career studying the specific difference between a presentation that impresses and a pitch that actually wins — and it almost always comes down to how well you understand what the client is carrying before you open your mouth. What he shares with Lisa Urbanski about how to identify key decision-makers and what they actually need to hear, the essential techniques for handling objections without losing momentum, and the negotiation…