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| financial advisor elevator pitch: KNOCK-OUT NETWORKING! Michael Goldberg, 2011-04 Knock-Out Networking! is based on Michael Goldberg’s proven system for attracting more prospects, more referrals, and more business to the pipeline. These proven approaches have helped thousands of sales reps, sales managers, business owners, and job searchers change the way they develop relationships. And they will do the same for you! |
| financial advisor elevator pitch: Joan Garry's Guide to Nonprofit Leadership Joan Garry, 2017-03-06 Nonprofit leadership is messy Nonprofits leaders are optimistic by nature. They believe with time, energy, smarts, strategy and sheer will, they can change the world. But as staff or board leader, you know nonprofits present unique challenges. Too many cooks, not enough money, an abundance of passion. It’s enough to make you feel overwhelmed and alone. The people you help need you to be successful. But there are so many obstacles: a micromanaging board that doesn’t understand its true role; insufficient fundraising and donors who make unreasonable demands; unclear and inconsistent messaging and marketing; a leader who’s a star in her sector but a difficult boss… And yet, many nonprofits do thrive. Joan Garry’s Guide to Nonprofit Leadership will show you how to do just that. Funny, honest, intensely actionable, and based on her decades of experience, this is the book Joan Garry wishes she had when she led GLAAD out of a financial crisis in 1997. Joan will teach you how to: Build a powerhouse board Create an impressive and sustainable fundraising program Become seen as a ‘workplace of choice’ Be a compelling public face of your nonprofit This book will renew your passion for your mission and organization, and help you make a bigger difference in the world. |
| financial advisor elevator pitch: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-11-09 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
| financial advisor elevator pitch: So What? Mark Magnacca, 2009-05-06 Supercharge your success by answering the one question everyone cares about, So What?: How to Communicate What Really Matters to Your Audience contains practical techniques, examples, and exercises proven with thousands of winning salespeople, straight from Mark Magnacca, one of the world’s leading sales consultants. It’s tough, but true–the people you’re trying to communicate with, sell to, or convince don’t really care about you. Nor do they care what you’re offering them–until they understand exactly how it’ll benefit them. If you recognize that one hard, cold fact–and you know what to do about it–you’ll make more money, achieve greater success, and even have more fun! Magnacca shows you how to answer the “So What?” question brilliantly, every time–no matter who’s asking it or what you’re trying to achieve. This book will transform the way you communicate: You’ll use it every day to get what you want–in business and in life! |
| financial advisor elevator pitch: The Irresistible Consultant's Guide to Winning Clients David A. Fields, 2017-03-21 This deeply insightful guide to understanding what clients really want is “an indispensable resource for consultants” (Keith Ferrazzi, #1 New York Times-bestselling author of Never Eat Alone). Independent consulting is a potentially lucrative enterprise—but the reality seldom matches the dream. Most solo consultants and boutique consulting firms are perpetually within six months of bankruptcy due to the sputtering unreliability of their new business engines. The problem, according to international consulting expert David A. Fields, is twofold: 1) lack of a consistent, proven plan, and 2) fundamental misunderstanding about what clients want in a consultant. Fields, who has helped hundreds of consultants and boutique firms worldwide build profitable, sustainable practices, replaces the typical consultant’s mindset of emphasizing expertise and differentiated processes with a focus on building relationships, engendering trust, and solving clients’ existing problems. In The Irresistible Consultant’s Guide to Winning Clients, Fields synthesizes his decades of experience into a step-by-step approach to winning more projects from more clients at higher fees. From nuts-and-bolts business advice and tactics to a deeply insightful breakdown of the human side of a very human profession, Fields, named one of Advertising Age magazine’s “Marketing Top 100,” delivers a comprehensive guidebook that is at once highly approachable and satisfyingly detailed. “If I could have just one book on client strategy, this book would be it.” —Marshall Goldsmith, #1 New York Times–bestselling author of Triggers |
| financial advisor elevator pitch: Elevator Pitch Linwood Barclay, 2019-09-17 **INSTANT NATIONAL BESTSELLER** The #1 bestselling Linwood Barclay returns with an edge-of-your-seat thriller that does for elevators what Psycho did for showers and Jaws did for the beach—a heart-pounding tale of terror and menace that will make you think twice the next time you hit Up. It all begins on a Monday, when four people board an elevator in a Manhattan office tower. Each presses a button for their floor, but the elevator proceeds, nonstop, to the top. Once there it pauses for a few seconds, but the doors don't open. Instead, the elevator begins to descend floor-by-floor. Then it plummets. Right to the bottom of the shaft. It appears to be a random accident. . . . But on Tuesday, it happens again, in a different Manhattan skyscraper. And then Wednesday brings yet another tragic high-rise catastrophe. In only three days, one of the most vertical cities in the world—and the nation's capital of media, finance and entertainment--is plunged into chaos. Clearly, this is anything but random. This is a cold, calculated bid to terrorize the city. And it's succeeding. Fearing for their lives, thousands of men and women working in offices across the city refuse to leave their homes. Commerce has slowed to a trickle. Emergency calls to the top floors of apartment towers go unanswered. Who is behind this? Why are they doing it? Are these deadly acts of sabotage somehow connected to a fingerless body found on the High Line? Two seasoned New York detectives and a straight-shooting journalist race against time to uncover the truth before the city's newest, and tallest, residential tower has its ribbon-cutting on Friday night. With each diabolical twist, Linwood Barclay ratchets up the tension, building to a shattering finale. Elevator Pitch is a riveting tale of psychological suspense that is all too plausible . . . and will chill you to the bone. |
| financial advisor elevator pitch: Critical Selling Nick Kane, Justin Zappulla, 2015-10-19 Master these top-performing sales skills to dominate the marketplace Critical Selling is a dynamic and powerful guide for transforming your sales approach and outperforming your competition. This book is based on Janek Performance Group's, an award winning sales performance company, most popular sales training program, Critical Selling®. Let authors Justin Zappulla and Nick Kane, Managing Partners at Janek, lead you through their flagship sales training methodology to provide you with the strategies, skills and best practices you need to accelerate the sales process and close more deals. From the initial contact to closing the deal, this book details the winning strategies and skills that have supercharged the sales force of program alumni like OptumHealth, Santander Bank, Daimler Trucks, California Casualty, and many more. Concrete, actionable steps show you how to plan a productive sales call, identify customer needs, differentiate yourself from the competition, and wrap up the sale. You'll also learn proven techniques for building rapport, overcoming objections, dealing with price pressures, and handling the million little things that can derail an otherwise positive sales interaction. Sales are the lifeblood of your company. Are they meeting your expectations? What if you could exceed projected sales figures and blow your competition out of the water? This book provides the research-based framework to ignite your sales team and excite your customer base, for sustainable success in today's market. Let Critical Selling® show you how to: Connect with customers on a deeper level to build trust Present a persuasive and value-based solution tailored to your customer’s needs Handle pricing pressure, doubt, and objections with confidence Utilize proven methodologies that help you close the sale Sales is about so much more than exchanging goods or services for cash. It's about relationships, it's about outperforming the competition, it's about demonstrating real value, and it's about understanding and solving people's problems. Critical Selling shows you how to bring it all together, using proven techniques based on real sales performance research. |
| financial advisor elevator pitch: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-11-13 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
| financial advisor elevator pitch: Pitching Hacks: How to Pitch Startups to Investors Babak Nivi, Venture Hacks Staff, Naval Ravikant, 2009-12-22 How to raise money from VCs and angel investors. We've founded companies like Epinions; helped start companies that are backed by Sequoia, Benchmark, and Kleiner Perkins; raised $100M or so for startups; and invested another $20M in about 12 companies. This book summarizes some of the lessons we've learned about pitching companies to investors. |
| financial advisor elevator pitch: The Financial Professional's Guide to Communication Robert L. Finder, 2012-10-18 Today, financial clients are profoundly skeptical. They’ve been burned. Their consultants and advisors talk too much, use too much confusing technical jargon, work from too many boilerplate scripts, repeat too many generic caveats and useless disclaimers. Above all, clients say, their advisors don’t listen well, and don’t link their own needs and views to the recommendations they present. To succeed in today’s radically new environment, financial advisors must first transform the way they communicate. In The Financial Professional’s Guide to Communication, one of the world’s leading experts on the financial client relationship shows them how to do precisely that. Drawing on his experience training elite financial professionals worldwide, Bob Finder shows how to actively listen, speak plainly with precision and passion, and engage clients with uncommon effectiveness. Finder demonstrates how to focus relentlessly on what matters most to each individual client, and then deliver intensely relevant recommendations with clarity and impact, in your own voice. You’ll learn how to bring imagination, creativity, and even entertainment to your presentations and conversations, and use constructive criticism to keep improving with every new client meeting. Using these proven techniques, you can deliver truly extraordinary levels of professionalism and service, gain the powerful new competitive edge you’re desperately searching for – and earn equally powerful rewards for yourself. |
| financial advisor elevator pitch: Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself Stephen Wershing, 2012-10-05 The #1 way to start getting referrals? STOP ASKING In all his years of helping financial professionals build and grow their businesses, Stephen Wershing has learned that the number one way to make sure you don't get a referral is by asking for it. Why? Because studies prove that clients refer you not to benefit you but to benefit themselves. So you have to approach the challenge from a completely new angle. Stop Asking for Referrals helps you do exactly that. Inside, Wershing provides the tools you need to get more referrals than ever by designing your practice in a way that gets clients to mention you to friends when the opportunity arises. He calls it the new referral conversation, and it works. Define your target market with accuracy and precision Communicate your value clearly and effectively Create your company's unique brand Harness the natural, normal social interactions of your clients to serve your marketing efforts You'll also learn how to use client feedback to benefit your business, create your service package, and bring in new business. The way you have been told to attract referrals is based on an assumption that's wrong, Wershing writes. And it is undermining your business and your relationships. You will come away with a deep understanding of why and where referrals actually come from, how to tailor your own practice to get people talking about you, and ways to develop a communication plan to project your reputation. So stop asking for referrals--and start attracting more new clients than you ever thought possible. Praise for Stop Asking for Referrals Steve Wershing helps you unlock the untapped referral potential you have in your business today with an approach that is as comfortable as it is effective. -- JULIE LITTLECHILD, founder and president of Advisor Impact The most comprehensive, practical, and engaging guide I know of for strengthening existing client connections and cultivating new ones in a way that is experience-based, respectful, and long-lasting. -- OLIVIA MELLAN, psychotherapist, money coach, author of The Client Connection, and columnist for Investment Advisor Reading this book will revolutionize how you think about growing your business. -- MICHAEL E. KITCES, MSFS, MTAX, CFP, partner, Pinnacle Advisory Group, and blogger, Nerd's Eye View This book will help you overcome . . . discomfort and show you how to engage your clients so that they will proudly help you build your business. Kudos for this powerful, one-stop marketing resource! -- SHERYL GARRETT, CFP, AIF, award-winning author, advisor, and founder of the Garrett Planning Network Stop Asking for Referrals is on my Top Ten list of books that I believe offer the most meaningful strategies for advisors. . . . Steve's ideas for referral marketing are brilliant and just plain common sense. Advisors will embrace his book as the new referral bible. -- SYDNEY LEBLANC, founding editor of Registered Rep magazine; partner of LeBlanc and Company Embrace Steve's advice if you'd like to see your practice growth become effortless, boundless, and fun! -- MARIE SWIFT, CEO, Impact Communications, columnist for Financial Planning magazine, and author of Become a Media Magnet |
| financial advisor elevator pitch: Discussion Materials Bill Keenan, 2020-03-31 “Why aren’t you using LTM EBITDA for credit metrics?” asked the managing director who sat across from me, his widow’s peak clearly visible as he inspected the sheet in front of him. His spacious office looked out onto New York Harbor. “Bust,” said the vice president, who was a slightly younger, douchier version of Widow’s Peak. He slashed his red ballpoint pen across the sheet and flipped to the next page. “Walk me through the debt paydown and your interest rate assumptions,” continued the VP. “Pretty dovish view. Maybe the Fed knows what they’re doing after all,” said Widow’s Peak. He shot a glance at the VP. They shared a chuckle—at what, I couldn’t tell you. This question about interest rates I knew: Dovish, I thought. Doves fly south for the winter, so dovish is downwards…low interest rates— “We’re running short on time,” said Widow’s Peak. He flipped to the cover page of my presentation. “One final point—all pitch decks should have the same title.” “Since this presentation was geared towards an LBO analysis I was thinking—” “No thinking. All decks—same title—Discussion Materials.” Noted. Discussion Materials gives the reader an honest look at Wall Street from someone in the trenches. After graduating from Columbia Business School, Bill Keenan joined Deutsche Bank’s investment banking division as an associate where despotic superiors (and the blinking red light of his BlackBerry) instilled low-level terror on an hourly basis. You’ll join him in his cubicle on the 44th floor of 60 Wall Street as he scrambles to ensure floating bar charts are the correct shade of orange and all numbers are left-aligned, but whatever you do, don’t ask him what any of it means. Leaning heavily on his fellow junior bankers and the countless outsourcing resources the bank employs, he slowly develops proficiency at the job, eventually gaining traction and respect, one deal at a time, over a two-year span, ultimately cementing his legacy in the group by attaining the unattainable: placing a dinner order on Seamless one Sunday night at work from Hwa Yuan Szechuan amounting to $25.00 (tax and tip included), the bank’s maximum allowance for meals—the perfect order. |
| financial advisor elevator pitch: Good in a Room Stephanie Palmer, 2008-03-11 Whether you work in Hollywood or not, the fact is that selling ideas is really difficult to do. The reason the pitching secrets of the most successful writers and directors are relevant is because these people have evolved an advanced method for selling ideas. Whether you’re a screenwriter, a journalist with an idea for a story, an entrepreneur with a business plan, an inventor with a blueprint, or a manager with an innovative solution, if you want other people to invest their time, energy, and money in your idea, you face an uphill battle…. When I was at MGM, the hardest part of my job was not cutthroat studio politics or grueling production schedules. The toughest part of my job was whenever I had to say “No” to an idea that was almost there. I had to say no a lot. Every buyer does. The buyer’s work is to say yes to projects that are ready, not almost ready. And no matter how good the script is, if the seller can’t pitch it in a compelling way, how can the buyer see the potential? How can he get his colleagues on board? How can he recommend the seller to his superiors? The fact is that poor pitches doom good projects. It happens all the time. The ideas, products and services that are pitched more effectively… win. That’s just how the game is played. No sense getting upset over it. Instead, let’s accept the challenge and learn the strategies and tactics that will allow us (and our ideas) to succeed. -From GOOD IN A ROOM Business consultant and former MGM Director of Creative Affairs Stephanie Palmer reveals the techniques used by Hollywood’s top writers, producers, and directors to get financing for their projects - and explains how you can apply these techniques to be more successful in your own high-stakes meetings. Because, as Palmer has found, the strategies used to sell yourself and your ideas in Hollywood not only work in other businesses, they often work better. Whether you are a manager or executive with an innovative proposal, a professional with a hot concept, a salesperson selling to a potential client or investor, or an entrepreneur with a business plan, GOOD IN A ROOM shows you how to: Master the five stages of the face-to-face meeting Avoid the secret dealbreakers of the first ninety seconds Be confident in high-pressure situations Present yourself better and more effectively than you ever have before Whether you want to ask for a raise, grow your client list, launch a new business or find financing for a creative project, you must not only present your ideas in a compelling way - you must also sell yourself, as well. GOOD IN A ROOM shows you how to construct a winning presentation and deliver the kind of performance that will get your project greenlighted, whatever industry you are in. |
| financial advisor elevator pitch: Knockout Networking for Financial Advisors and Other Sales Producers Michael Goldberg, 2020-04-07 90% of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and agents need to see more people to make more sales appointments. And nobody in their firm, agency, branch, or shop trains them how! Knockout Networking for Financial Advisors is the only book written for sales producers in the financial services industry focused on making more connections through networking In the wake of the COVID 19 pandemic, networking, developing relationships, generating referrals, and making important connections are as important as ever. The ideas and approaches in Knock Out Networking for Financial Advisors can be applied immediately to virtual meetings, online networking groups, social media, podcasts, and of course, phone calls. The problem is, most advisors and sales producers are not born networkers; they develop the skills and confidence through education, training, practice, and having a positive attitude. Knockout Networking for Financial Advisors covers everything you need to know about going to the right places (virtual or not!), saying the right things, and meeting the right people―essential skills for a financial advisor or sales producer that's serious about making more and better connections! The result? More prospects, more referrals, and more business. Author Michael Goldberg is a networking specialist, speaker, trainer, author (and boxer!) focused on helping financial advisors, brokers, agents, reps, wholesalers, and other sales producers grow their business or practice through networking. In this must read if youre a financial advisor book, you will learn how to: Confidently meet and greet new people in business settings Further define your Target Market to establish more and better connections Deliver a knockout elevator speech (not a script!) Generate more prospects and referrals from current client base Establish important relationships generating more business opportunities Bottom line, networking is the most effective way to attract more prospects, more referrals, and more business to your corner. Rememberkeep the left up! |
| financial advisor elevator pitch: Writing Winning Business Plans Garrett Sutton, 2013-02-28 To win in business requires a winning business plan. To write a winning business plan requires reading Garrett Sutton’s dynamic book on the topic. Writing Winning Business Plans provides the insights and the direction on how to do it well and do it right. Rich Dad/Poor Dad author Robert Kiyosaki says, “The first step in business is a great business plan. It must be a page turner that hooks and holds a potential investor. Garrett Sutton’s Writing Winning Business Plans is THE book for key strategies on preparing winning plans for both business and real estate ventures. Crisply written and featuring real life illustrative stories, Writing Winning Business Plans discusses all the key elements for a successful plan. Topics include focusing your business vision, understanding your financials and analyzing your competition. Also covered are how to really use your business plan as a tool and how to attract funding for your new or existing businesses. As business plan competitions become more popular around the world Writing Winning Business Plans also discusses how to enter and how to win these ever more lucrative contests. In addition, how to quickly interest a potential investor, also known as the elevator pitch, is explained. And, as opportunities arise around the world, how to present your plan in various countries is explored. Writing Winning Business Plans is the complete compendium for this essential business rite of passage – preparing a winning plan. |
| financial advisor elevator pitch: Entrepreneur Voices on Elevator Pitches The Staff of Entrepreneur Media, 2019-06-18 What Can You Pitch in 60 Seconds? Whether you’re facing funding sharks or angel investors, we’ve got the keys to crafting that perfect pitch to help you secure the funds you need to launch your startup, build your business, and achieve your entrepreneurial dreams. In this new edition of the Entrepreneur Voices series, entrepreneurs, venture capitalists, and experts from both sides of the board room present the game-winning strategies and deal-closing tactics you need to succeed. Dive in and learn how to: Build a business model and financial plan for your new venture Make a great first impression and sell your idea in 60 seconds Connect with the investors most likely to finance your business idea Craft a slide deck that will catch and keep venture capitalists’ attention Prepare for on-the-spot questions in the board room See every “No” as an opportunity to find the perfect “Yes” Plus, gain exclusive insights from stars you’ve seen on Shark Tank, Planet of the Apps, Entrepreneur Elevator Pitch, and more! |
| financial advisor elevator pitch: Supernova Advisor Teams Curtis C. Brown, Jr., Robert D. Knapp, 2018-04-17 Strengthen and unify your Financial Advisor Team Teams are the principle building blocks of the strategy of successful organizations. The focus of your organization may be on service, quality, cost, value, speed, efficiency, performance, or any other similar goals, but teams remain the central methodology of most organizations across sectors. Vertical teams and horizontal teams can transcend organizational silos and boundaries if properly focused and supported. Building collaborative teams can improve the client experience. In Supernova Teams: Effective Team Strategies for Financial Advisors, you’ll discover the macro rationale and justification for teams, as well as the micro benefits of team formation. • Boost your team’s effectiveness • Discover different leadership styles • Write winning team vision statements • Get familiar with communication strategies From on-boarding a new team member to finding effective ways to bolster the ones you already have, this book shows you how to turn any team into a cohesive, productive unit with like-minded goals. |
| financial advisor elevator pitch: The Referral Mindset Kerry Johnson, MBA, Ph.D., 2021-07-22 Referrals are the most effective way of getting business you will ever use. In fact, referrals are 35% more likely to do business with you and will give you 25% more money. But referrals also are among the most difficult to get. Asking for referrals is a mix of skills, confidence and mindset. Most referral generation techniques don’t work. Now Kerry Johnson MBA, Ph.D. will show you the ones that do. Learn: • How to develop a results-focused mindset • Proven techniques in gaining 5 to 10 referrals every week • How to segment your client base • The steps to incumbent advisor relationship • How to get mass referrals from centers of influence |
| financial advisor elevator pitch: Connected to Goodness David Meltzer, 2014 David Meltzer reveals proven business and life principles and how to make a lot of money, help a lot of people, and have a lot of fun. |
| financial advisor elevator pitch: Values-based Financial Planning Bill Bachrach, 2000 Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ... |
| financial advisor elevator pitch: That Will Never Work Marc Randolph, 2019-09-17 In the tradition of Phil Knight's Shoe Dog comes the incredible untold story of how Netflix went from concept to company-all revealed by co-founder and first CEO Marc Randolph. Once upon a time, brick-and-mortar video stores were king. Late fees were ubiquitous, video-streaming unheard was of, and widespread DVD adoption seemed about as imminent as flying cars. Indeed, these were the widely accepted laws of the land in 1997, when Marc Randolph had an idea. It was a simple thought—leveraging the internet to rent movies—and was just one of many more and far worse proposals, like personalized baseball bats and a shampoo delivery service, that Randolph would pitch to his business partner, Reed Hastings, on their commute to work each morning. But Hastings was intrigued, and the pair—with Hastings as the primary investor and Randolph as the CEO—founded a company. Now with over 150 million subscribers, Netflix's triumph feels inevitable, but the twenty first century's most disruptive start up began with few believers and calamity at every turn. From having to pitch his own mother on being an early investor, to the motel conference room that served as a first office, to server crashes on launch day, to the now-infamous meeting when Netflix brass pitched Blockbuster to acquire them, Marc Randolph's transformational journey exemplifies how anyone with grit, gut instincts, and determination can change the world—even with an idea that many think will never work. What emerges, though, isn't just the inside story of one of the world's most iconic companies. Full of counter-intuitive concepts and written in binge-worthy prose, it answers some of our most fundamental questions about taking that leap of faith in business or in life: How do you begin? How do you weather disappointment and failure? How do you deal with success? What even is success? From idea generation to team building to knowing when it's time to let go, That Will Never Work is not only the ultimate follow-your-dreams parable, but also one of the most dramatic and insightful entrepreneurial stories of our time. |
| financial advisor elevator pitch: The Mind of a Pyoneer Bryan Scott Burrell II, 2021-05-17 This book is very motivational and inspirational. In a sense, it is a how to/step by step guide, combining my past experiences and knowledge, with everything I implemented in starting my own business today. This book is to hopefully inspire more like-minded business people, and to also inspire people to become first time authors themselves. For readers to take anything that they might learn from within this book itself, applying it to their personal lives and business also. That at worst, this book could well off just be a good read for someone. I wanted to duplicate most of what I knew about business, marketing and entrepreneurship, putting it all in book form. To teach what I knew; giving back to others that may need to know some of the things that are in this book, creating synergy for each one to reach one, and as the saying goes, “iron sharpens iron.” This book points out specific and personal times where the universe allowed things to come full circle for me. Furthermore, this book touches on: investing, economics, education, accounting, gold, and more. Conveying a bit of financial literacy; understanding markets, business conduct, business strategies, knacks & niches, and business marketing techniques. This book covers topics such as: branding, marketing, advertising, promoting, and outsourcing. Graphics & design, design theory, technology, social media, platforms, and marketplaces. Innovation, creation, enterprise, real estate and the automobile industry. Going also, into ownership, business plans, passive income, residual income, creating streams of revenue, scaling and growing a business. Funneling and integrating a business and other subsidiary company. Exhausting all your resources and adapting and adjusting to things, learning as you go, along with learning from your mistakes. This book explains what it means to be a Pyoneer and/or have the mind of a Pyoneer and how to overcome adversity. How to endure, and persevere through opposition, struggles, and hard times. How to work hard, stay diligent, and understand your true value within; value that others may need. It is a book to inspire you all to never quit, and to also inspire you to go for anything you want that is good. I hope this book motivates you all to start asserting yourself in whatever that is. |
| financial advisor elevator pitch: The Million Dollar Financial Services Practice David J. Mullen, 2013-02-13 If you’re an advisor, whether you need a push or not, and regardless if you’re new or old to the business, this guide will help add instant value to your practice. Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. In The Million-Dollar Financial Services Practice, you will gain insight into practical areas often overlooked by other industry guides, including: how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today’s financial service professionals become top producers. |
| financial advisor elevator pitch: Way of the Wolf Jordan Belfort, 2017-09-26 Jordan Belfort—immortalized by Leonardo DiCaprio in the hit movie The Wolf of Wall Street—reveals the step-by-step sales and persuasion system proven to turn anyone into a sales-closing, money-earning rock star. For the first time ever, Jordan Belfort opens his playbook and gives you access to his exclusive step-by-step system—the same system he used to create massive wealth for himself, his clients, and his sales teams. Until now this revolutionary program was only available through Jordan’s $1,997 online training. Now, in Way of the Wolf, Belfort is ready to unleash the power of persuasion to a whole new generation, revealing how anyone can bounce back from devastating setbacks, master the art of persuasion, and build wealth. Every technique, every strategy, and every tip has been tested and proven to work in real-life situations. Written in his own inimitable voice, Way of the Wolf cracks the code on how to persuade anyone to do anything, and coaches readers—regardless of age, education, or skill level—to be a master sales person, negotiator, closer, entrepreneur, or speaker. |
| financial advisor elevator pitch: The Investment Checklist Michael Shearn, 2011-09-20 A practical guide to making more informed investment decisions Investors often buy or sell stocks too quickly. When you base your purchase decisions on isolated facts and don't take the time to thoroughly understand the businesses you are buying, stock-price swings and third-party opinion can lead to costly investment mistakes. Your decision making at this point becomes dangerous because it is dominated by emotions. The Investment Checklist has been designed to help you develop an in-depth research process, from generating and researching investment ideas to assessing the quality of a business and its management team. The purpose of The Investment Checklist is to help you implement a principled investing strategy through a series of checklists. In it, a thorough and comprehensive research process is made simpler through the use of straightforward checklists that will allow you to identify quality investment opportunities. Each chapter contains detailed demonstrations of how and where to find the information necessary to answer fundamental questions about investment opportunities. Real-world examples of how investment managers and CEOs apply these universal principles are also included and help bring the concepts to life. These checklists will help you consider a fuller range of possibilities in your investment strategy, enhance your ability to value your investments by giving you a holistic view of the business and each of its moving parts, identify the risks you are taking, and much more. Offers valuable insights into one of the most important aspects of successful investing, in-depth research Written in an accessible style that allows aspiring investors to easily understand and apply the concepts covered Discusses how to think through your investment decisions more carefully With The Investment Checklist, you'll quickly be able to ascertain how well you understand your investments by the questions you are able to answer, or not answer, without making the costly mistakes that usually hinder other investors. |
| financial advisor elevator pitch: Take the Cold Out of Cold Calling Sam Richter, 2008 Presents advice on using Internet searching to perform successful telephone sales. |
| financial advisor elevator pitch: Leadership Language Chris Westfall, 2018-09-11 The only language you need to know to change your results. Inside each of us is a vision of how things could be. Yet most people remain frustrated by a lack of impact, unable to connect and inspire the people they care about the most. Why? There’s a language we understand, but rarely use. A language that’s sincere. Powerful. Compelling. A language of words—and actions—that can’t be denied. Leadership Language will help you to peel back the ineffective “business speak”, so you can change the conversation. And change your results. Imagine what could happen when you replace frustration with an irresistible vision—for yourself, your team and your organization. Today’s leaders face so many challenges—employee retention, operational efficiency, culture, collaboration, leading across generations, and more—but communication is at the heart of every one of those issues. A clear message with a powerful delivery gets you halfway home. Honing in on your next conversation can drive more impact, better relationships, and greater overall effectiveness. For yourself. Your career. Your company. They say there’s nothing that can stop an idea whose time has come. So, take the lead. It’s time for you to create what’s missing. And Leadership Language will show you how. Get clear on your vision, get aligned with your story, and get others engaged with your message Connect with the people that matter most, in a way that invites innovation and new outcomes Find the courage to move forward, conquer change, and create powerful impact—while you help others do the same From student leaders to the C-suite, there is only one way for a leader to make an impact: communication. Leadership Language is your personal guide to mastering critical skills and unveiling your authentic potential. |
| financial advisor elevator pitch: Expect to Win Carla A. Harris, 2010-01-26 Updated in 2017 with a new author’s note and chapter on building effective business relationships! “Penned by an exceptionally bright woman whose ideas will enlighten you, brighten and brilliantly ignite vision in all who read it. Out of the matrix of her wisdom emerges a book that will revolutionize your life and may very well alter your thinking as we go into a new era of time. A must-read!”—Bishop T.D. Jakes, New York Times bestselling author of Reposition Yourself: Living Life Without Limits Carla Harris, one of the most successful and respected women in business, shares advice, tips, and strategies for surviving in any workplace environment. While climbing the corporate ladder, Harris had her own missteps and celebrated numerous victories. She vowed that when she reached senior management, and people came to her for advice, she would provide them with the tools and strategies honed by her experience. “Carla’s Pearls” have become the centerpiece for her many speeches and television appearances. Now, Carla shares these valuable lessons, including: · Authenticity: The Power is You · The Ninety-Day Rule · Perception is the Copilot to Reality · The Mentor, the Sponsor, the Adviser: Having Them All · Leverage Your Voice · Balance is a Necessity: Use Your Passions to Achieve It · Expect to Win: Show Up with Your Best Self Every Day Expect to Win is an inspirational must-read for anyone seeking battle-tested tools for fulfilling their true potential. |
| financial advisor elevator pitch: A Wealth of Common Sense Ben Carlson, 2015-06-22 A simple guide to a smarter strategy for the individual investor A Wealth of Common Sense sheds a refreshing light on investing, and shows you how a simplicity-based framework can lead to better investment decisions. The financial market is a complex system, but that doesn't mean it requires a complex strategy; in fact, this false premise is the driving force behind many investors' market mistakes. Information is important, but understanding and perspective are the keys to better decision-making. This book describes the proper way to view the markets and your portfolio, and show you the simple strategies that make investing more profitable, less confusing, and less time-consuming. Without the burden of short-term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best. This book proves how complex strategies essentially waste these advantages, and provides an alternative game plan for those ready to simplify. Complexity is often used as a mechanism for talking investors into unnecessary purchases, when all most need is a deeper understanding of conventional options. This book explains which issues you actually should pay attention to, and which ones are simply used for an illusion of intelligence and control. Keep up with—or beat—professional money managers Exploit stock market volatility to your utmost advantage Learn where advisors and consultants fit into smart strategy Build a portfolio that makes sense for your particular situation You don't have to outsmart the market if you can simply outperform it. Cut through the confusion and noise and focus on what actually matters. A Wealth of Common Sense clears the air, and gives you the insight you need to become a smarter, more successful investor. |
| financial advisor elevator pitch: A Little Less Conversation Tom Asacker, 2008 In this superbly readable and deceptively simple book, branding expert Tom Asacker explains precisely how today's successful brands are different from others, much different!You'll finally realize why branding as media-based, image-making, and persuasive communication is rapidly losing its effectiveness, and why customers have tuned out the irrelevant chatter of dispassionate messaging and uninspired employees.Written by one of the leading names in the new marketing revolution, this pioneering book will inspire entrepreneurs of all stripes, shake the sleep out of an organization, and renew a focus on creating the kind of value that customers are happy to choose, talk about, and make an integral part of their busy lives. |
| financial advisor elevator pitch: MONEY Master the Game Anthony Robbins, Tony Robbins, 2016-03-29 Bibliography found online at tonyrobbins.com/masterthegame--Page [643]. |
| financial advisor elevator pitch: A Series of Unfortunate Events #6: The Ersatz Elevator Lemony Snicket, 2009-10-13 NOW A NETFLIX ORIGINAL SERIES In their most daring misadventure, the Baudelaire orphans are adopted by very, very rich people, whose penthouse apartment is located mysteriously close to the place where all their misfortune began. Even though their new home in the city is fancy, and the children are clever and charming, I'm sorry to say that still, the unlucky orphans will encounter more disaster and woe. In fact, in this sixth book in A Series of Unfortunate Events, the children will experience a darkened staircase, a red herring, an auction, parsley soda, some friends in a dire situation, a secret passageway, and pinstripe suits. Both literary and irreverent, hilarious and deftly crafted, A Series of Unfortunate Events offers an exquisitely dark comedy in the tradition of Edward Gorey and Roald Dahl. Lemon Snicket's uproariously unhappy books continue to win readers, despite all his warnings. |
| financial advisor elevator pitch: The Millionaire Secret: How I Became Wealthy by Networking Dizzy Davidson, 2024-06-24 Do you want to learn how to become wealthy by networking with other wealthy people? Do you want to discover the secrets of the rich women who have networked their way to success and happiness? Do you want to create your own rich woman's network that can help you grow personally and professionally? If you answered yes to any of these questions, then this book is for you. The Millionaire Secret: How I Became Wealthy by Networking is a book that teaches you how to network like a rich woman. You will learn how to find wealthy people who share your values, goals, and interests and who can support you, inspire you, and challenge you to grow. You will learn how to make a good impression and build rapport with them. You will learn how to maintain and nurture your relationships with them. And you will learn how to leverage your network for mutual benefit. This book is based on the stories and experiences of successful rich women who have networked with other wealthy people. You will meet women like Sara Blakely, the founder of Spanx and the youngest self-made female billionaire in the world; Oprah Winfrey, the media mogul and philanthropist who has influenced millions of people; Sheryl Sandberg, the COO of Facebook and the author of Lean In; and many more. You will learn from their insights, tips, and strategies on how to network effectively and authentically. By the end of this book, you will have the knowledge, skills, and confidence to network like a rich woman. You will be able to create your own rich woman's network: a group of wealthy people who share your values, goals, and interests and who can help you grow personally and professionally. You will be able to achieve more success, impact, and happiness in your career and life. Are you ready to network like a rich people? If you are, then get this book today and start your journey to wealth and happiness. |
| financial advisor elevator pitch: Pitch Anything: An Innovative Method for Presenting, Persuading, and Winning the Deal Oren Klaff, 2011-02-18 Gold Medal Winner--Tops Sales World's Best Sales and Marketing Book “Fast, fun and immensely practical.” —JOE SULLIVAN, Founder, Flextronics “Move over Neil Strauss and game theory. Pitch Anything reveals the next big thing in social dynamics: game for business.” —JOSH WHITFORD, Founder, Echelon Media “What do supermodels and venture capitalists have in common?They hear hundreds of pitches a year. Pitch Anything makes sure you get the nod (or wink) you deserve.” —RALPH CRAM, Investor “Pitch Anything offers a new method that will differentiate you from the rest of the pack.” —JASON JONES, Senior Vice President, Jones Lang LaSalle “If you want to pitch a product, raise money, or close a deal, read Pitch Anything and put its principles to work.” —STEVEN WALDMAN, Principal and Founder, Spectrum Capital “Pitch Anything opened my eyes to what I had been missing in my presentations and business interactions.” —LOUIE UCCIFERRI, President, Regent Capital Group “I use Oren’s unique strategies to sell deals, raise money, and handle tough situations.” —TAYLOR GARRETT, Vice President, White Cap “A counter-intuitive method that works.” —JAY GOYAL, CEO, SumOpti About the Book: When it comes to delivering a pitch, Oren Klaff has unparalleled credentials. Over the past 13 years, he has used his one-of-a- kind method to raise more than $400 million—and now, for the fi rst time, he describes his formula to help you deliver a winning pitch in any business situation. Whether you’re selling ideas to investors, pitching a client for new business, or even negotiating for a higher salary, Pitch Anything will transform the way you position your ideas. According to Klaff, creating and presenting a great pitch isn’t an art—it’s a simple science. Applying the latest findings in the field of neuroeconomics, while sharing eye-opening stories of his method in action, Klaff describes how the brain makes decisions and responds to pitches. With this information, you’ll remain in complete control of every stage of the pitch process. Pitch Anything introduces the exclusive STRONG method of pitching, which can be put to use immediately: Setting the Frame Telling the Story Revealing the Intrigue Offering the Prize Nailing the Hookpoint Getting a Decision One truly great pitch can improve your career, make you a lot of money—and even change your life. Success is dependent on the method you use, not how hard you try. “Better method, more money,” Klaff says. “Much better method, much more money.” Klaff is the best in the business because his method is much better than anyone else’s. And now it’s yours. Apply the tactics and strategies outlined inPitch Anything to engage and persuade your audience—and you’ll have more funding and support than you ever thought possible. |
| financial advisor elevator pitch: Digital Wars Charles Arthur, 2014-05-03 The first time that Apple, Google and Microsoft found themselves sharing the same digital space was 1998. They were radically different companies and they would subsequently fight a series of pitched battles for control of different parts of the digital landscape. They could not know of the battles to come. But they would be world-changing. This new edition of Digital Wars looks at each of these battles in turn. Accessible and comprehensive, it analyses the very different cultures of the three companies and assesses exactly who are the victors on each front. Thoroughly updated to include information on the latest developments and rising competitors Samsung, it also include a completely new chapter on how China moved from being the assembly plant for music players and smartphones, to becoming the world's biggest smartphone business. |
| financial advisor elevator pitch: Angel Jason Calacanis, 2017-07-18 One of Silicon Valley’s most successful angel investors shares his rules for investing in startups. There are two ways to make money in startups: create something valuable—or invest in the people that are creating valuable things. Over the past twenty-five years, Jason Calacanis has made a fortune investing in creators, spotting and helping build and fund a number of successful technology startups—investments that have earned him tens of millions of dollars. Now, in this enlightening guide that is sure to become the bible for twenty-first century investors, Calacanis takes potential angels step-by-step through his proven method of creating massive wealth: startups. As Calacanis makes clear, you can get rich—even if you came from humble beginnings (his dad was a bartender, his mom a nurse), didn’t go to the right schools, and weren’t a top student. The trick is learning how angel investors think. Calacanis takes you inside the minds of these successful moneymen, helping you understand how they prioritize and make the decisions that have resulted in phenomenal profits. He guides you step by step through the process, revealing how leading investors evaluate new ventures, calculating the risks and rewards, and explains how the best startups leverage relationships with angel investors for the best results. Whether you’re an aspiring investor or a budding entrepreneur, Angel will inspire and educate you on all the ins of outs. Buckle up for a wild ride into the world of angel investing! |
| financial advisor elevator pitch: Storytelling in Presentations For Dummies Sheryl Lindsell-Roberts, 2023-09-26 Learn to influence audiences with storyopia: Stories that take them on a journey from what is to what could be: Storytelling in Presentations For Dummies shows you how to develop and deliver a presentation through storytelling, keeping audience interested, and most importantly, making them heroes that take action towards change. You’ll learn how to cull stories from your own experiences, and before you know it, you’ll have more stories than Aesop has fables. You’ll learn about the latest presentation software, so you can integrate visuals into your presentations and avoid the dreaded “Death by PowerPoint.” You’ll also learn how to deal with challenging on-the-spot situations, deliver investor pitches and executive briefs, and present a paper at a conference. Additionally, find out how to deliver someone else’s content and make it your own. This book will help you level up anywhere you need to present information by mastering the art of savvy presentations—the most effective business communications tools of our time. Identify experiences that can be molded into stories that drive change. Prepare powerful openings to hook your audience right away whether delivering in person, online, or hybrid Have your audience get the most from your presentation with an effective call to action Prepare a storyboard, which is like a frame-by-frame roadmap, that will mesh together what you’ll show and what you’ll tell Leverage software like Canva, Prezi, and Storyboarder to tie your presentation together Enjoy the colorful 8-page mini-booklet, “Storytelling to Storyboarding” This Dummies guide is perfect for any professional who needs to present, and at some time all professionals do. It’s also for entrepreneurs who want to build community and grow their business, in addition to students who want to wow teachers and classmates. |
| financial advisor elevator pitch: Are You a Sales Person or a Business Owner? RASHEED HANEEF, 2013-12-16 Building a successful Advisory practice is not very complicated, but it does take a tremendous amount of energy and effort. You need to utilize proper strategies, techniques and also become relentless with consistency to succeed. What I want to instill in the newly developing advisor is a sense of ownership. This more business type mindset can be the difference between having lasting success or coming up short. I once managed a program where I was charged with developing new Advisors. I brought in an executive to speak to a class where he explained that his role was to assist them when they had their initial struggles developing and managing their business. His experience showed that many of the advisors he worked with started off strong but eventually struggled and failed to continue growing their business. After hearing this I spent several years researching this very concern. What I found was that it was very real and happened to many advisors between the 3rd and 5th years of their careers, dependent upon how fast their initial growth was. This caused me to spend a great deal of time working with advisors that had either broken through this plateau or never encountered this period at all. This book is a culmination of the strategies that have proven to provide advisors with success in managing their business. It is hard-work but needs to be consistent work. It is very tedious work but such is the risk that could provide you with your ultimate reward. You see everyone in this business starts off with the idea of wanting to be good at what they do. But it is the elite performer that puts in the effort that goes along with becoming great! I wish you all the success that this business can provide you in the future. |
| financial advisor elevator pitch: The Art of Allowance John Lanza, 1968-09 This book helps parents effectively use an allowance. John Lanza leverages more than a decade of experience teaching kids the basics of money-smarts to help. Readers will learn through stories of John's kids and others. Designed with the busy parent in mind, this program is simple to implement. The book also addresses the reader's relationship with money, effectively making allowance a journey for both parent and child. |
| financial advisor elevator pitch: The Art and Power of Acceptance Ashley Davis Bush, 2019-09-05 Imagine the relief of not being stuck in anger, resentment or regret. Imagine the emotional freedom of stopping the battle with yourself, other people, your circumstances and even your past. Imagine the peace of mind you would have if you stopped fighting the current of life and instead flowed with it, effortlessly. hr Exploring the journey from resistance to alignment to possibility, Ashley Davis Bush (a psychotherapist with over 30 years' experience and author of eight self-help books) debunks the idea that acceptance is merely passive apathy or resignation. In The Art and Power of Acceptance she introduces you to the simple but radical practice of self-compassion as the key to disarming resistance, expanding positive emotions and allowing you to move easily with what is. She invites you to see how acceptance paradoxically leads to powerful, lasting change. Using personal and clinical stories, practical suggestions, and evidence-based research, Ashley illuminates a new way of being with life. Choose acceptance today and discover first hand how it leads to your emotional freedom. |
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