Thank you for your kind words and question.

At Altius we believe it is essential that during the marketing event the FA team member “says something smart” so that the FA team member can show off professionally. This allows non-clients to see the FA team member in his/her role as an FA even though the event venue might be fun. The idea is to be brief but make a good professional impression. Examples of “smart” topics include investor psychology, market updates, the importance of goal-based investing, the power of asset allocation, five essential investor principles, or information tying the event venue to an investment-related topic.

The ideal time for this is 10 minutes at the beginning of the event, which can be introduced in the following way, “Before we start our event today I would be remiss if I didn’t take a few minutes to share with you a few insights that you might find helpful as investors…”

Hope this helps,
Alane

Altius Learning

I’m curious as to what should the smart thing the FA should say regardless of the event type.

Your thoughts are greatly appreciated.

My primary interest is in growing my revenue. Dave Mullens provided some training for me when I started at Merrill Lynch and i am familiar with his approach. I would like to know more about how your coaching works, including materials, time commitment and costs. I feel what is holding me back is sales. I am very skilled in my work with clients, but translating this value proposition is a weakness. Prospecting is another area I need to develop.

Thank you very much for your assistance.

I have been pushing hard on both strategies. After a while, fully satisfied clients start to refer all the time.

Weekly, with 50 clients under my management, I getting 3-4 referrals a week. Hope it never stops!!

Nice to see the video included with the Coach’s Corners. Less “ums” and reshoot the parts where you sniffled (slight distraction from your message and could easily be done) if insert a visual with a voiceover. Lastly, I know you like to move when delivering a session, you need to work on standing relatively still. You were bobbing all over the screen left, right, back and forward. Took away from listening to your message and became more watching where you were going.

Takeaway for you, if you ever watch an Oechsli video, he’s a maniac! Talks too fast, sounds like a car salesman. He’s hurried and rushes his message. Other than your bobbing/weaving, your message is level, even, delivered with calm conviction and with an expectation that “if you build it, they will come” mentality. Your speaking style has an enormous quiet energy which is evident in your message. You’re utilizing a new medium to deliver your experience now in 3-minute Zen-bites.

The “ums” and movement aren’t deal-breakers, just tweaks to enhance your strengths. Continued success to you and the team.