2017 IRIS Advisor Survey: Win a MacBook Air

2017 IRIS Advisor Survey: Win a MacBook Air

IRIS.xyz is giving one Advisor a chance to win a new MacBook Air for completing a brief 2017 Advisor Survey


Only 10 multiple-choice questions!

As the landscape continues to evolve within the financial industry, success is more and more determined by the information you digest on a daily basis. Our sole purpose is to learn more about you and your business, so we can deliver the best educational content possible.

One survey per participant please. 

Thank you in advance for completing the survey.

Please Click Here to Complete the Survey



This is a research project being conducted by IRIS.xyz. Your participation in this study is voluntary. Your responses will be confidential. Survey participants will be entered into a drawing to win a new 13-inch MacBook Air. One participant who completes the survey will be chosen at random. 

The survey period will end April 7, 2017. The winner will be notified via email. 
Douglas Heikkinen
Perspective
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IRIS Co-Founder and Producer of Perspective—a personal look at the industry, and notables who share what they’ve learned, regretted, won, lost and what continues ... Click for full bio

How to Introduce and Position Yourself the Right Way

How to Introduce and Position Yourself the Right Way

Introducing yourself – more to getting it right than you think!


What do you say when someone asks you “so what do you do?”

You might say, “I’m a financial advisor”. Or “I’m an investment advisor”. If you’re a top advisor, you might be compelled to say “I’m Vice President and Portfolio Manager”. Or even “I’m a CFA”.

Well put all of those away if you’re introducing yourself to a woman you might want as a client. None of the above will impress her – she might even “run for the door” thinking you’re going to try to “sell” her something.

Your goal is have her say “tell me more about that”.

So what do you say?

Here are 4 quick tips:

  1. Make it about your clients
  2. Make it about outcomes
  3. Make it interesting
  4. Make it fun
     

How about something like this: “I help people have their cake and eat it too”.  Doesn’t that beg the question “what does that mean” or “how do you do that”.

Okay maybe that’s a bit over the edge but it’s important you make it about the people you help and not about what you do to help people get there.

Related: Turning a Female Prospect Into a Client

Try this:

I help <type of people you serve”> <achieve this>. Something like:

  • I help retirees create a sustainable income.
  • I help women understand money on their terms.
  • I help young couples get a good start towards financial security.
     

Now you try it! Send us your best one.

Find more resources and follow us through our website www.strategymarketing.ca

 

 

Strategy Marketing
Marketing to Women
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Paulette Filion and Judy Paradi are partners at Strategy Marketing and have run their own businesses for more than 20 years. Paulette is an expert in financial services and Ju ... Click for full bio