How to Deliver an Effective Financial Advisor Elevator Pitch

November 23, 2021

One of the first things you learn in wealth management is how to introduce yourself as a financial advisor. And that starts with perfecting your financial advisor elevator pitch.

Your financial advisor introduction is all about grabbing people’s attention and beginning a conversation. With a few short but compelling sentences, you can make a strong impression and open the door for future conversations. Here are some tips on how to create, refine and deliver your go-to elevator pitch.

Identify Your Goals

Your goals don’t always have to be the same — you may want to build community awareness in one situation or pitch a potential client in another. Either way, you want to convey how you might be able to help the person you’re speaking with, so make sure you have a plan for how to tailor your financial advisor pitch for different audiences.

Write the Pitch

An elevator pitch should not exceed 30 seconds, so it needs to be laser focused on what makes you and your business unique, such as your experience and what working with a Farm Bureau advisor could mean for them. Start by putting it in writing:

1. Grab their attention with a hook that tells them why they should listen and who you are. Turn them into an engaged listener by sharing a statistic that may intrigue them.

I’m a wealth management advisor at Farm Bureau Financial Services, where I help my clients prepare for their future. Did you know that many studies show that financial security is the greatest factor in general happiness and overall well-being?

2. Tell them what you do (keep it short!).

My team and I work with clients of all ages and income levels to make their money work for them.

3. Share with them why your work as a financial advisor is important. Give them an example they can relate to, such as what problems you have helped solve.

Many people I work with are focused on retirement, but I also help clients achieve other financial goals, like saving for a child’s college education, buying a new home or starting a business.

4. Tailor a statement to the situation you are in that is connected to your goal for the pitch. If appropriate, close with a call to action.

When it’s convenient for you, can we meet to discuss how we can ensure your money is working for you and your family’s future?

Refine Your Pitch

Cut out anything that is redundant or bland. You only have a few short sentences to make an impact, so make sure that every sentence is memorable and interesting. Keep it conversational by avoiding technical language or industry jargon.

Practice

Spend time rehearsing your elevator pitch aloud until you are confident and can make adjustments on the fly. Be authentic — you want this opportunity to spark a conversation and connection. And always be ready to put the pitch to work; you never know when or where you’ll meet your next client — virtually or in the real world!

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