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Financial Advisor Speaking Tips 10/18/2010

Simon Reilly

[ Important Message to attendees of;

  • Great West Life Insurance And Investment Strategies 2010 Congress – Montreal
  • Hub Financial Days – Montreal, Toronto, London, Calgary, Victoria & Vancouver
  • London Life Insurance And Investment Strategies 2010 Congress – Montreal

Please click the Advisor.ca Logo on the right to vote for Advisor.ca’s Visionary Contest and click the links below for follow up notes from my presentation via some of my latest thinking on;

end ]

I’m inspired to write this Financial Advisor Speaking Tips blog because;

  • We received a call last week from a financial advisor’s assistant looking for ideas as the financial advisor that they are associated with requested them to figure out ways for the financial advisor to use speaking as a way to enhance their marketing. The assistant was not looking to hire us a financial advisor speaking coach but was inspired to call us because they said; “I called you because Leading Advisor shows up everywhere when I Google anything to do with financial advisor speaking.” Laura spent some time with the financial advisor’s assistant offering ideas on how we have attracted between 150 – 200 financial advisor speaking opportunities in less than 5 years and our speaking calendar for 2010 is what financial advisor speakers dream of. As I write this, I am going to ask Laura for bullet points on the conversation that she had with the financial advisor’s assistant to inspire me to write a specific blog about financial advisor speaking tips that will include offering financial advisor speaker coaching or financial advisor speaking coaching – Depending on what one types in Google.
  • It’s 9:45am Sunday, October 17, 2010 and I’m on an Air Canada flight from Vancouver, BC to Montreal, QC to speak as the closing main stage speaker on Monday, October 18 at Great West Life’s Insurance and Investment Strategies 2010 Congress. I’m using this blog to do what I always do to get myself associated to speak that result in these kinds of financial advisor speaker testimonials. So the following is my to-do list to get myself associated, connected and inspired as I have not spoken since mid July.
  • This is a 12 day financial speaking road trip with 8 financial advisor speaking presentations to Great West Life, Hub Financial and London Life Financial – This is the best!`

To-do list to get myself associated, connected and inspired;

  • Review PowerPoint;
    • ID slides that can be removed in the event that I start speaking late so that I can remove them on the fly because the speaker does not decide when the presentation ends, the audience does and if the event is advertised to end at 5:30pm, – It will end at 5:30pm even if the Messiah is speaking.
    • Do a dry run practice of the speaking / PowerPoint to get the timing down so that I speak smoothly from one slide to the next without reading the slides – The audience is intelligent and they can read too
  • Focus on adding value to the audience and create a written list of The Reasons Why Your Audience Will Receive Value From Your Speaking Presentation – I’ll post my list later on this week.
  • Don’t get hooked into trying to get your unmet needs of approval, recognition, safety and worthiness met from the audience. Unmet needs will fuel negative beliefs and negative emotions – If you walk out with unmet needs, negative beliefs and negative emotions in front of the audience you will need chicken wire to stop the distaste of the audience for you and your presentation because you will choke and suck in one way shape or form
  • Empty Your Mind – One must be 100% present with the audience and this is hard to do if one is distracted; this blog is helping to Empty My Mind
  • Visit the room in advance of the presentation, preferably the evening before the presentation;
  • Get familiar with the best entry point / stairs to the stage – This is because your introduction starts from the moment you start walking towards the stage and you want to claim the stage with a strong approach
  • Locate where the laptop and monitor will be – You must be able to see your PowerPoint right out in front of you
  • Stand at center stage and get the size / paces from left to right – You can demonstrate how resilient you are by falling off of the stage and recovering by not missing a word
  • Stand at center stage and imagine the faces of the audience members that are sitting in their seats at 45 and 135 degrees at the front, midway and the back – Create some imaginary smiling friends in the audience before you are arrive
  • Create a One-Sheet Reminder that includes;
  • Equipment list; business cards/ referral cards, clock, handouts , laptop and power cord, PowerPoint clicker
  • Names of the person that is introducing you, the event producer and VIPs – You want to make it a point of thanking them when you are introduced – Meet the VIPs if possible before you speak
  • Create a Call To Action by way of your handout. Our handout includes;
    • Clear Your Roadblocks Scorecard
    • Name/E-Mail/Phone Form so the audience can;
    • Receive our free e-newsletter
    • Offer a speaking testimonial by answering; what did you like about our presentation and what did you receive that you did not expect
    • Receive a free e-copy of Breakthrough The Plateauing Out Syndrome
    • Request an appointment with Simon Reilly because they are ready to make changes to their business
    • Purchase my Curing The Unmet Needs Disease book
    •  – Make it easy for your audience to make you memorable
  • Discuss how the handouts will be distributed and returned / Discuss how books will be sold – The team and the audience need to be informed of exactly what to do
  • Bullets of the first five minutes of your presentation;
    • Thank
    • Two kinds of speakers opener, storey from ancient Rome – Catch their attention right out of the gate! Why are they here! What is in it for them? Why should they listen to you?
    • Create understanding and eliminate judgement
    • Create the opportunity to think
    • Deliver your Parable
  • Share the love, peace, joy and happiness that you feel as a result of having the opportunity to speak to 100 or 1000 financial advisors
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