Pitch Perfect

Your “elevator speech” is the short, concise answer to “What do you do?” Your goal is to answer that question in the short ride you share with someone in an elevator. The trip is short; you need to get their attention! So, if you were to write your elevator pitch today how would you do it?

Here are a few tips:

To start, right one sentence about who you are and what you do. Maybe, “I help people manage their safe money.”

Next, write one sentence describing the benefits of what you do. Focus on the prospect what they gain as a

result of engaging your services.

The next step is to describe your ideal clients. For example you could say, “In general, I specialize in working with people who have IRAs and other types of retirement plans that are heavily tax infested to mitigate and sometimes eliminate that problem. Specifically, we can deal with heavy, immediate, and unnecessary taxation that can destroy a lifetime savings.”

Now you need to describe what makes you and your firm unique. This is your value proposition – what it is that you do that is different from the competition. For example,” I help my clients preserve, protect, and defend their retirement assets!”

The final part of your elevator speech is the most important – asking for the appointment. This can be something subtle such as, “perhaps we could meet for coffee next week to discuss how my firm and I can help you mitigate and eliminate the tax infestation in your IRA and show you how to parlay your retirement plan into a fortune for both you and your family.”

But don’t forget to close with a date and time – “Bill how about if we meet next Tuesday at Starbucks for about 10 or 15 minutes?”

Once you have all this your pitch is now complete. Type it up, print a copy to keep in your briefcase and your car and memorize your pitch so that you can have it ready any time the opportunity presents itself.