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Humor + Empathy equals…INFINITY!

Sara Grillo, CFA

Bringing transparency ?? and logic to financial advisor marketing

发布日期: 2019年8月26日

The financial services industry has historically been full of stiffs who would have a heart attack at the thought of cracking even a tiny joke. I think it’s time that changed.

The financial services industry is only getting tougher to crack…why not try cracking people up instead?

In this workshop, financial professionals will learn:

Why humor creates empathy with your audience and makes them connect better with you
Why humor is unstoppable in building trust and winning new clients
How to use humor without losing people
What not to joke about in a financial environment
Strategies for timing a joke
How to bring humor into your practice – how to come up with things that make people laugh
Using humor on social media
How to integrate humor gradually into your practice without messing up

Ready to get started with a "No BS" keynote speech for your company? Contact me: [email protected]

Now, what did I mean by a No BS keynote speech? Click here to find out.

Joe Conroy, CFP?

Financial Advisor, Author, InvestmentNews 40 Under 40 and Owner of Harford Retirement Planners

5 年

I've worked with many professionals (outside financial services). I would much prefer to work with someone that has some personality and even a small sense of humor.? Life is too short!

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"I'm trying to drum up new business by making calls but it seems like I get 10 rejections for every one person who agrees to meet. Any tips?"

"There's a guy from the golf club who wants to do business with me but every time I bring it up, he says the market is too volatile right now."

"Best time of day to post. Is there really a best time?"

"I get asked a lot from prospects in the intro meeting and from some others who I meet casually, about what Rate of Return I get for my clients."

"Does it fly in the face of charging flat fee to adjust your client agreements for inflation? If so, how do you have the conversation?"

"I'm confused as to what metrics to use to define success in marketing. Is it the amount of new leads or clients we brought in?"

"I'm confused. Should marketing to my niche be my primary SEO strategy? Or, should I work on local SEO with the addition of my niche strategy?"

"I got more new clients by meeting people at the gym and out walking my dog, than I did with the fancy schmancy marketing funnel programs."

"We do REALLY well with widows who aren’t planning/investment savvy. How can we find more prospects without seeming like opportunistic turd?"

"I paid a ton of dough for some blogs that I thought were going to be custom-written. Come to find out, the blogger used AI or ChatGPT or somet

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