New Business Development
Breaking the social dance
Invesco Global Consulting shares a script designed to help prospect within your social circles for potential clients.
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) financial professionals refine their stories for prospective investors, institutions, and multi-generational families.
The key teaching points are based on over 2,000 presentations with more than 250 HNW and UHNW institutional teams, and on the largest study ever done on the language of financial services.1
Source: Invesco Global Consulting database, Dec. 31, 2001 through Dec. 31, 2017
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.
HNW = high net worth = < $ 5million in assets. UHNW = ultra-high net worth = >$5 million in assets.
"Showtime" is based on Invesco Global Consulting's work with Jim Morel of JAM Consulting, Maslansky + Partners, R.A. Prince & Associates, Inc., “The Question Guys” (Bret Nicholaus and Paul Lowrie), John Evans (screenwriter) and Bob DeRosa (screenwriter), as well as the books, The Millionaire's Advisor: High-Touch, High Profit Relationship Strategies of Advisors to the Wealthy, by Russ Alan Prince and Brett Van Bortel, published by Institutional Investor News (2003), Wealth Management: The New Business Model for Financial Advisors, by Russ Alan Prince and Hannah Shaw Grove, published by Penton Media (2003), RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients, by Russ Alan Prince and Brett Van Bortel, published by the National Underwriter Company (2006), The Top Performer's Guide to Speeches and Presentations, by Tim Ursiny and Gary DeMoss, published by Sourcebooks, Inc. (2007), and StorySelling for Financial Advisors: How Top Producers Sell, by Scott West and Mitch Anthony, published by Kaplan Publishing (2000). Used with permission. Invesco Distributors, Inc. is affiliated with neither Russ Alan Prince, R.A. Prince & Associates, Inc., Jim Morel, JAM Consulting , Maslansky + Partners, “The Question Guys,” Hannah Shaw Grove, Tim Ursiny, Mitch Anthony, John Evans, nor Bob DeRosa.
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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