007: Pitch, Please: Why Your Elevator Speech Is Failing

Constructive Doubt: A Financial Advisor’s Secret Weapon

In this episode, I reveal why my carefully crafted elevator pitch was about as effective as using a chocolate teapot. Turns out, people forget those rehearsed value propositions faster than I forget my passwords (which is saying something).

Learn how asking the right questions can transform awkward client meetings into meaningful conversations, help clients recognize their own financial blind spots, and position you as the expert they never knew they needed.

Warning: May cause unintended side effects like genuine client connections, increased referrals, and the strange sensation of actually enjoying your job again. Apply liberally to all client interactions.