A well-organized presentation will make it easier for your audience to follow and to remember. It will also keep you on schedule. We recommend creating an outline that focuses on these areas.
Your role. Sharing your value proposition statement (VPS) lets your audience know what you bring to the table, that you plan to be a key partner for the plan and you’re ready to help them:
Opportunities for improvement. Recapping what you learned in your earlier fact-finding meeting lets your audience know that you listened to their concerns. Also leave room for other issues that may have come up since. Common pain points include:
Recommended solution. Retirement plans come in all shapes and sizes. Carefully walking your audience through the solution you’re recommending will help them understand why it’s right for them. Be sure to position each of the components as a benefit that addresses key concerns.
Next steps. Closing your presentation by driving home your key points reminds your audience once again what you bring to the table.
Put together an agenda that you can hand out the day of your meeting. It will help guide your presentation and keep your discussion focused on what’s important to them. It will also emphasize your organizational skills and professionalism.
Now it’s time to think about what you’re going to say. Here are some guidelines you can follow as you develop your talking points.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.