By Curtis Brown
In today’s fast-paced world, attention is the most valuable currency—and you usually have less than 30 seconds to earn it. That is why every financial advisor should have a strong, authentic elevator pitch ready to go. Whether you are at a networking event, a dinner party, or on a quick Zoom introduction, how you answer the question “What do you do?” can open the door to meaningful connections—or close it.
A great pitch is not about closing the sale on the spot. It is about creating curiosity, building trust, and making it easy for someone to say, “Tell me more.”
Why It Matters:
- First impressions count. People form opinions in seconds—clarity and confidence build credibility.
- People buy people. A personal, humanized pitch makes you relatable and trustworthy.
- It invites conversations. Your pitch should make the other person feel like you are a resource, not a salesperson.
Here are two pitch styles we have refined with our coaching clients—feel free to adapt them to your voice and audience:
The Humanized Pitch
“Hi, I am [Name]. I collaborate with professionals and business owners who have done well—but feel like their financial life has not caught up. Maybe they’ve got investments in a few places, some retirement plans, and a growing list of questions. I help bring it all together so they can stop worrying and start feeling more confident about their future. If that ever sounds like you—or someone close to you—I would be happy to be a sounding board.”
The Energetic Pitch
“I meet a lot of people who are thriving in their careers or business—but when it comes to managing their wealth, they feel a bit scattered. I help them get organized, plan ahead, and make smart choices with their money so they can enjoy life without second-guessing. If we ever get the chance, I would love to hear what is on your mind financially.”
