9 financial advisor elevator pitch examples

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In this blog/podcast, I discuss 9 of 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 used to be a financial advisor. 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!

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 pitches 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.

Your value 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. Many times I work with companies and try to come up with a financial advisor brand with more depth to it than that. However 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 for a highly entertaining elevator pitch.

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.


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.


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 9 best financial advisor elevator pitch examples! Hope ya liked ’em.

Sara’s upshot

If you haven’t guessed by now, I’m a quality not quantity type of person. Unlike most of the other people doing what I do, I think most financial advisor marketing is BS. I focus on a quality over quantity approach that emphasizes engagement at the expense of volume.

If this is for you, check out these offerings of mine below. Here is my exclusive content for financial advisors who want to get new clients using social media:

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

See you in the next one!


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