8 top-notch elevator pitches
When casual conversations ultimately turn to "What do you do for a living?- advisers had better have a quick and descriptive spiel at hand — or risk losing a potential prospect.
InvestmentNews' special projects editor Liz Skinner asked seasoned and newer advisers to share their "elevator pitches" and found that most highlight a client-first approach focused on delivering the financial goals that can yield a better life.