2. Establish Credibility
Showcase your expertise and experience as an
advisor
Highlight your qualifications, certifications, and
achievements
Include testimonials or success stories from satisfied
clients
Emphasize the value you can bring to potential
clients
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3. Explain the importance of understanding your target
audience
Identify the specific group of individuals or businesses
you cater to
Describe their needs, pain points, and goals
Show how your services align with their requirements
Define Your Target Audience
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4. Offer Valuable Insights
Share valuable tips, strategies, or industry insights with the
audience
Highlight unique approaches or perspectives that set you apart
Provide real-world examples or case studies to support your
points
Emphasize the practical benefits of implementing your advice
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5. Showcase Success Stories
Present success stories of clients who have benefited
from your guidance
Include before and after comparisons, if applicable
Use compelling visuals and statistics to illustrate the
impact of your strategies
Highlight the specific challenges faced by clients and
how you helped them overcome those challenges
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6. Demonstrate Your Process
Provide an overview of your advisory process or methodology
Explain the steps you follow to analyze, plan, and implement
strategies
Showcase any proprietary tools or techniques you use
Demonstrate how your process leads to tangible results for
clients
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7. Frequently
Asked Questions
Why is money management
important?
How do you improve money
management?
When Should I Start Saving for
Retirement?
How Much Should Go Into My
Retirement Pot?
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8. Discuss Additional Services
Introduce any additional services or offerings you provide
Explain how these services complement your advisory role
Highlight the benefits of bundling multiple services together
Encourage the audience to explore these additional offerings
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