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New Business Development
Breaking the social dance
Invesco Global Consulting shares a script designed to help prospect within your social circles for potential clients.
The boardroom is filled with diverse personalities. They will evaluate presenters and proposals through different lenses. Presenters’ words, styles, and agendas may resonate with some while disengaging others. So, how do you build consensus in a meeting with a diverse group?
"Boardroom personalities" introduces attendees to four key personality types, how they view things differently, and adjustments they can make as presenters. The interactive keynote begins with self-discovering one’s personality type, followed by an introduction to presenter strengths and challenges common to others with that personality type, and then adjustments that can be made in order that they will likely resonate with more people. Finally, they are shown how to structure presentations with the goal of resonating with the right people at the right time.
Breaking the social dance
Invesco Global Consulting shares a script designed to help prospect within your social circles for potential clients.
How to ask for referrals
Referrals are the best source of new clients, but you may be apprehensive about asking for them. Get a research-based approach in our business-building program, “Preferrals.”
An ideal client strategy
We share how financial professionals can potentially find ideal clients by leveraging referrals from their current clients.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
”Boardroom Personalities” is based on research conducted by Advisor Insights Inc. and JAM Consulting. Used with permission. Invesco Distributors, Inc. is affiliated with neither Advisor Insights Inc. nor JAM Consulting.
This material is for illustrative, informational and educational purposes. We make no guarantee that participation in this program or utilization of any of its content will result in increased business for any financial professional.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.
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