9 financial advisor elevator pitch examples with some zing!

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In this blog/podcast, I discuss nine financial advisor elevator pitch examples. You can use these when meeting prospects on LinkedIn, in person, or through other prospecting activities such as professional and social events, networking groups, etc.

You’ll learn:

  • What makes a great financial advisor elevator speech
  • What some financial advisor elevator pitch examples are
  • What makes the best financial advisor elevator pitches so great
  • Mistakes to avoid when talking to someone new about what you do

For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I am a financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” So please subscribe!

Sara Grillo, CFA is a highly fun and slightly crazy marketing consultant based in NYC.
I am an irreverent and fun marketing consultant for financial advisors.

Let’s get on with the blog!

Why financial advisor elevator pitches stink

Yup, you heard me. Financial advisor elevator pitches are horrible.

So let’s talk about it. It’s not that easy to come up with a good elevator pitch. Here’s why when someone asks you what you do, alot of you wind up tongue-tied or reciting some garbage and puked up mish mosh that just makes you look like R2D2.

Why are financial advisor elevator speeches so difficult?

Well, first of all, the job that you do is so different from one person to the next. To sum it up in one simple statement is impossible.

But there’s an even better reason why it’s almost impossible to state your value so plainly.

A financial advisor’s value proposition is highly intangible

Leeeeet’s face it; alot of the value you provide lies within how you communicate and make people feel.

I have heard stories of advisors saving their clients millions in taxes or outperforming the benchmark dramatically year after year (not sure how true these stories are by the way WHOOPS did I say that?), but these concrete examples are the exception, not the rule.

From what I’ve heard, alot of people are doing business with you because you take care of them. There’s no real value proposition for many financial advisors. Real talk, most of you have built your practices based on the intangible value of treating your clients nicely, and there’s nothing wrong with that inherently.

However it doesn’t make the financial advisor’s sales pitch highly entertaining.

Does it?

The objective is to get a response

The best financial advisor elevator pitch is one that is designed to elicit a response.

  • Not to get the meeting
  • Not to get their portfolio ACAT’d over
  • Not to get them to be your client
  • Not to win them over
  • Not to make them leave their current FA
  • Not to get them to agree to roll over their 401k to Pershing

Get them to talk. Period. Anything other that this, and you’re overdoing it.

How do you do this?

Say the line, make sure it’s funny, and then shut up.

Yes, you’ll need to exercise self control and embrace the concept that less is more.

Embrace it, folks. Look ’em straight in the eye, say the line with zest (the one or two sentence pitch), and then close the mouth! You’ll see that when you shut up, they’ll start talking and then once you learn about them you can make a much more informed and strategic statement about how you can help them, if at all.

You know I love brief communications. Check out my Two Sentence Rule and learn how to create two sentence financial advisor LinkedIn scripts if you’re prospecting online.

It’ll be gooooooood.

9 financial advisor elevator pitch examples

Try these out; here are 9 of the best financial advisor elevator pitch examples I could come up with based upon experience and research.


I help people not blow up their portfolios.

This finance elevator speech example is geared towards those of you financial advisors who focus on the investment management part of the business and is less relevant for financial planners.


I help people avoid squandering away their life savings on the Rolls Royce Phantom or Hermes Blue Crocodile.

Or just say an example of a luxury items that people tend to blow their money on.


I help business owners stop working before their businesses do it for them.

Who says just because you work in finance your elevator pitch can’t have a bit of humor to it?


I work with doctors (lawyers, dentists, etc) who hate financial advisors.

You could really just fill in the blank with any profession.


I work with people who say they’ll never run out of money and make sure that it’s actually true.

Just call them on the fact that they’re full of *#$!


I handle the money drama with your spouse on your behalf.

I mean, we all have it, don’t we?


I help people see the difference between how much money they think they have and how much they actually do.

Why not just call them right out on it?


I’m kinda like the Deion Sanders of finance.


Just like Superwo(man), I’m the person you call in the middle of the night to fly in and save you after you do something wrong with your money.

And that concludes the hit parade of my nine best financial advisor elevator pitch examples! Hope ya liked ’em.

#10 (bonus)

This one is for the insurance salespeople.

I sell insurance policies to people who want to protect their families from having to eat cat food if something bad happens.

And for those who dislike giving away their life savings to the IRS, these policies can help save up money in a tax-advantaged way.

Sara’s upshot

What’d ya think? Was this helpful?

If yes…

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts, and they are all two sentences or less.

This is a book about financial advisor LinkedIn messages which contains scripts you can use to get new prospects.

You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn.

The Sara Grillo membership is a social media program for financial advisors - but only the cool ones.

Thanks for reading. I hope you’ll at least join my weekly newsletter about financial advisor lead generation.

See you in the next one!

-Sara G

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Any questions? Send 'em in!