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How to tell your story to prospective clients
Key takeaways
The challenge
Winning new business is critical. We believe you need to tell your story in a way that’s meaningful to prospective clients.
Our solution
Tell your story in a concise, compelling, and consistent way with conviction and skill in order to win new business.
Our program
The “Showtime” program is designed to help you create a story for prospective investors, institutions, and multi-generational families.
The challenge: Winning new business
“So, tell us about yourself…, Why should we hire you? What's your story?” Prospective clients likely ask this. You have a great story to tell about your practice. Make sure you tell it in a way that’s meaningful to prospective clients. Whether you use a pitchbook, presentation, or conversation to win new business, your story needs to be concise, compelling, and consistent, and told with conviction and skill.
The solution: A concise and compelling story
Our “Showtime” program is designed to help financial professionals refine their stories for high-net-worth (HNW) and ultra-high-net-worth (UHNW) prospective investors, institutions, and multi-generational families. It’s based on more than 2,000 presentations with more than 250 HNW and UHNW institutional teams1 and on uses the largest study ever done on the language of financial services.2
"Showtime" is designed to help you:
1. Create your story
Develop a presentation that can be delivered verbally or formally in a deck format in 15 minutes, 30 minutes, or an hour.
2. Answer three critical questions
“Do you understand the complexities that come with our situation? What will you do with our money? What other services do you provide in addition to investments?”
3. Show your story
Create a compelling, three-point, potential benefits-based agenda, emphasize infographics versus text, and start with a client-centered opener.
Learn more
- Read the Showtime program overview
Footnotes
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1
Invesco Global Consulting database 12/31/2001-12/31/2017
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2
The largest study ever done on the language of financial services has been conducted by Invesco Global Consulting and Maslansky + Partners since 2007. Invesco Distributors, Inc. is not affiliated with Maslansky + Partners.
Total Client Experienceᵀᴹ — Invesco Total CX
It's all part of our focus on you. Invesco Total CX is a powerful all-in-one platform that is designed to empower you to achieve greater possibilities for your clients, business, and portfolios.
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To learn more about Invesco Global Consulting services and resources, you can contact us here.
