Useful Tips To Increase The Level Of Interest / Closing Ratio At Your Next Seminar

I’ve done hundreds and hundreds of financial advisor speaking presentations and received loads of testimonials and submitted “forms of interest” at the end of my financial advisor speaking presentation.

Using the speaking script that I use; here is a script that I wrote for one of my clients where their partner was introducing them.

Make your introduction and closing as brief and to the point as possible.

Make it about the needs of the audience, not about you.

Introduction

Thank you and welcome to ( your company name or title of your event like; Clear Your Roadblocks or The One Page Business Plan ).

I’m ____ ( your name ), the _____ ( your title ) ____ of ____ ( your company ) ____ and I’m proud to have the opportunity to introduce my business partner ________.

We are here for those of you that believe in the value of having a plan, protecting your assets and creating a legacy.

Before I introduce ______, let me take a few moments to share a few words from like minded individuals like yourslef, clients of ours that share the same values of having a plan, protecting your assets and creating a legacy.

• Read Testimonial 1

• Read Testimonial 2

• Read Testimonial 3

( To create the testimonials, ask the following questions in advance: What do you like best about working with me? What have you received that you did not expect? )

If you are someone that believes in the value of having a plan, protecting your assets and creating a legacy … I am going to draw your attention at the end of ______’s presentation to a way that you can let us know that you would like to have a conversation with ______ to help you to have a plan, protecting your assets and creating a legacy.

Close

Thank you very much for taking the time to attend ______’s Presentation on ____ ( title ) _____.

I would like to draw your attention to the Handout Form that you have on your seats and I’d like to invite you to fill out your name, phone number and e-mail address.

Please note that there are two boxes to check off:

__ Yes! Please send me a copy of your monthly newsletter along with a copy of the presentation notes.

__ Yes! Please contact me for an appointment with ______ to discuss creating a better plan to protect my assets and create a legacy.