Ditch the Pitch
Workshop for Next Gen Advisors
The world is changing but human nature isn’t. It’s time to learn the psychology and strategy that makes your message heard by your dream clients.
Traditional elevator pitches just
don’t cut it anymore.
Your title, label and credentials and are all important,
but they don’t tell your story.
Do you find it extremely hard to get your value across?
Have you spent hundreds of hours trying to find the right words for your
message – the ones to use and the ones to avoid?Do you want a “Mic Drop Moment” every time you tell people what you do?
Then, it’s time to “Ditch the Pitch!”
Your age is your asset.
As a next gen advisor, your age is your asset. It’s time to modernize your
approach to business development so that you can build deeper client
relationships, inspire new ones and drive growth.
Join us on Thursday, October 3, 2024 from 8:30-10:00 am
for a hands-on workshop where you will…
Clarify your Target Clients
First, let’s clarify your target audience so have crystal clarity on who you’re talking to. “Sell to everyone and you sell to no one.”
Master your Message
Then, we’ll teach you how to speak directly to their psyche with a 3-
part framework that will transform your message forever.
Learn & Grow with Other Advisors
Finally, you will expand your network with other like-minded
advisors who you can network, collaborate and grow with!
Meet Talia & Lauren
Talia is the CEO and driving force behind Visceral. With a decade of experience, she transforms the communication skills of executives and their teams, fostering deeper connections and faster growth. Specializing in Emotional & Conversational Intelligence, Talia empowers her clients to excel in prospecting & networking. They hit their revenue goals for the first time in years… and some have even closed deals on SharkTank!
Lauren Kaufman is a Senior Business Consultant at ClientWise, the premier coaching and training company exclusively serving the financial services industry. Before joining ClientWise in 2023, Lauren spent 8 years at Dimensional Fund Advisors. Lauren also served as President of the Young Women’s Alliance, a local Austin nonprofit seeking to empower the next generation of female leaders.
This training will solve your
problems with….
Confusing Communication:
Balance logic and emotion
to deliver a clear, impactful message.
Missed Opportunities:
Unlock new opportunities by
transforming how you present
yourself & your business.
Networking Challenges:
Learn how to make
memorable connections
during networking events.
Ineffective Messaging:
Move beyond pitches that
fall flat and captivate clients
with your introduction
New Client Growth:
Learn how to emotionally
engage your ideal clients
and disqualify the rest.
Confidence in Meetings:
Gain the confidence to
communicate powerfully
in high-stakes meetings.