Presenting credibility as a financial advisor is a necessity, but there is a fine line between showing credibility and becoming your own commercial. Whether you are hosting a seminar, meeting a potential client for the first time, or introducing yourself via email or social media, we can walk you through the process of how to make the best first impression without coming across as a “know-it-all.”  

Years in the business

Start your brief background statement with the number of years you have been in the industry.  Stating facts about your tenure is not bragging; it is simply stating facts – an important fact that many potential clients will want to know.

Designations ‍

You worked hard for your designations, and those destinations prove your expertise in certain fields.  Your audience will need this information when deciding who to choose as their financial advisor.  Do not be afraid to quickly list these designations for your audience.

Specialties‍

If you specialize in taxes, or estate planning, or college planning – do not be afraid to say that.  Your audience is interacting with you on the pretense that you can give them advice about a certain topic.  Stating your specialty gives you creditability and lets your audience know that you can help.

Family

Show your human side by discussing your family. You do not need to bring out family photos or explain your family tree – but allow your audience to realize that you are more than a financial advisor. Let them get to know more about you as a person.

Website

Refer your audience back to your website for more information.  This tip is two-fold: One- they can learn more about you on their own time.  Two- you are leading them back to your website that is chock-full of helpful information about your services.

If done correctly, this entire brief background on you takes about 20 seconds of your conversation and gives you all of the credibility you will need to gain your audiences’ trust. You aren’t bragging, just stating your qualifications, and then moving on.

Frank Maselli, 3-time best-selling author and an award-winning keynote speaker in the financial services industry, speaks at length about this topic in his “Big Bang” presentation hosted with White Glove University. Reach out to an Executive Marketing Consultant by phone (844) 949-9497 or visit our website for more information.

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