Episode 4 : 09/21/2016

Telling your story: components to creating a compelling message

teling-your-story-header

Jack Cramer

Cramer and Associates

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

Telling your story: components to creating a compelling message

Telling your story and creating your message; these are important “big picture” parts of any advising business. But have you spent time intentionally crafting your story? Having a message that connects with people, that helps them understand what you do, why you do it, and why you’re good at it is crucial to building your business. Today on the show we’re talking to Jack Cramer, a consultant and founder of Cramer and Associates. Jack works with banks, broker-dealers, insurance companies and mutual fund companies to develop training to maximize efforts of advisors, brokers, sales managers, and more.

In this episode:

  • Why you need to create a new compelling message
  • How telling your story correctly will bring in more revenue and save you time
  • The systems Jack uses to create a perfect message
  • The 5 key components of a compelling story
  • How to use visual aides to effectively market to prospective clients
  • When and how to refine your message

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