The 52: Create a Pitchbook to Aid in the Sales Process

Week 17

Create a Pitchbook to Aid in the Sales Process

When an RIA hires non-owner financial advisors, it can be challenging for those employees to “sell” the firm with the same effectiveness as the founders. One way to overcome this is to create a pitchbook that each advisor can present during the introductory meeting to explain the company’s value and solutions. Not only will this help ensure that a complete and consistent message is communicated every time, but it will also help improve their close rate.

P.S. Here is a sample pitchbook template to get you started.

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