AGLCC Business Builder Luncheon
Third Tuesday at ROXX Tavern.
Next event Tuesday, February 17th.
Please join Louis Gary, Financial Advis
or with Ameriprise Financial Services, for an AGLCC Business Builder Luncheon at Roxx Tavern located at 1824 Cheshire Bridge Rd NE., Atlanta, GA 30324 (404)892-4541. Plenty of off street parking, open patio, weather permitting or wonderful tavern indoors.
Bring your business cards and three minute introduction.
Stump Speech Example:
Hi, my name is Louis Gary and I am a financial life coach that specializes in the special planning needs of gay and lesbian individuals or couples in the southeast. These unique clients are my passion and account for greater than 50% of my business. My life partner Rocky and I have been together for 26 years and have personally experienced what it is like to be under served in the financial marketplace. With the current economic conditions creating portfolio devaluations of 45% or more, I have been discussing the benefits of ROTH Conversion Strategies with my clients in relation to the year 2010 sunset provisions. You can gift a complementary two hour initial financial consultation with me to your clients and friends. I will help them with their 401K, IRA, Roth and other investments as well as Life, Disability, and Long Term Care insurance needs in a warm and supportive environment that respects the relationships and family they have chosen. My name is Louis Gary and I am a Financial Advisor with Ameriprise Financial. (PASS CARDS AROUND TABLE)
(The example above introduces me by name, with my informal title and describes my practice specialty and personal related background. It goes on to highlight a current events related client need that the audience may find of value educationally. I extend my offer of services beyond those at the table and describes a good client match for my practice. And finally, I summarize with my full name, formal title, company and pass my cards around the table.)
I hope this is helpful to those building business relationships.