Ten Steps to a Killer Positioning Statement

How to hook prospects in the first conversation

Be compelling

In the old days of selling, everyone needed an "elevator pitch." While we have evolved past all those old sales techniques, advisors still need some way to comunicate what they do in a way that prompts people to call. This guide will show you how.

Talk about the client

Talking about yourself will not generate interest like talking about your ideal client. 



Your unique proposition

Learn how to communicate why the client needs to choose you over the other advisors they meet.


Make it interesting

Learn what to include to make it interesting, like including a client story.

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Stephen Wershing, CFP is author of Stop Asking for Referrals, which has been described as "the best book on marketing in financial planning."


"This resource will not only help you clarify your value, but will enable you to have more engaging and ongoing conversations with prospects."

- Sharon Pivirotto
Founder, 401kbestpractices.com

Copyright 2014 The Client Driven Practice

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