Showtime. The Power of Story.
If you have a great story to tell, then you need to know how to tell it. Whether you rely on a pitchbook, presentation or conversation to win new business, your story needs to be concise, compelling and consistent, and it needs to be told with conviction and skill. "Showtime" is specifically designed to help high-net-worth (HNW) and ultra-high-net-worth (UHNW) advisors refine their stories for prospective affluent investors, institutions and multi-generational families. The key teaching points are based on over 2000 presentations with over 250 HNW and UHNW institutional teams and on the largest study every done on the language of financial services.
Skills to be developed from the presentation
Attendees are shown
- How to structure their stories for HNW and
- How to prepare for the unscripted
- How to structure their bios
- How to simplify their investment processes
- How to talk about services beyond the portfolio
- Four cornerstones of presenting their stories
- Key words to use and lose
Who Should Attend
All financial professionals who want to improve this essential skill for success.
Park in the Old Fort Brooke Municipal Garage (corner of Whiting and Franklin) On the third floor of the parking garage, take the walkway to One Tampa City Center.
Special Starting Time
5:00 pm - Networking and Cash Bar
5:30 pm - Dinner and Program
7:30 pm - Meeting Concludes