LAS VEGAS — Who said that independent advisors are lone wolves? While they often are, more than 200 producers stepped outside of their natural environment yesterday for three interactive workshops at Senior Market Advisor Expo in Las Vegas.
There was a common thread running through the sessions — teamwork. The workshops allowed participants to provide their thoughts, while learning to work together.
2008 Advisor of the Year finalist Stefanos Loisou moderated “Your Elevator Pitch.” As he told attendees, “You only have a few seconds to make an impression.”
His own pitch? “I guarantee (clients’) assets and make sure they have an income for the rest of their life.”
And despite the session’s title, Loisou insists advisors need more than one pitch. In fact, he says advisors should have “several statements of sincerity.”