Five steps to crafting the perfect elevator pitch for your advice firm

Tips for advisers to consider and traps for them to avoid

clock • 4 min read

Whether you call it an elevator pitch or not, there are many benefits to knowing you can clearly convey your company's key messages in crucial moments, writes Simon Goldthorpe

In an increasingly digital world, the elevator pitch has been dismissed as an outdated and gimmicky tactic by some. However, for all the interactive brochures and clever new website features, how often do you find yourself trying to sell your services on the phone or face-to-face? For your average IFA, I'd bet this still happens often. Whether you call it an elevator pitch or not, there are many benefits to knowing you can clearly convey your company's key messages in crucial moments. For any firm, in any sector, this can make or break future opportunities with a prospective client...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Quilter Academy celebrates 124 adviser graduates

Quilter Academy celebrates 124 adviser graduates

From military and navy, professional sport, hospitality and senior management

Sophia Panayi
clock 23 March 2026 • 1 min read
Editor's view: PA Awards 2026 – raising the bar again

Editor's view: PA Awards 2026 – raising the bar again

The editor's Friday Night Takeaway from 20 March

Jen Frost
clock 20 March 2026 • 2 min read
Recently launched Succession Alliance forms board

Recently launched Succession Alliance forms board

Members include succession specialists from 7IM, MKC Wealth and Quilter

Sophia Panayi
clock 19 March 2026 • 2 min read