Dec '24 • Development 🎓
Speaking in schools
This time of year many financial advisers are thinking about marketing plans for the new year.
Speaking in schools is a great strategy and has numerous benefits for IFAs and financial planners. Here are a few:
1. You learn how to present complex topics with real clarity.
2. Being able to ‘give back’ when you speak for free.
3. Being able to create a new income stream when you speak for a fee.
4. Dramatic improvement in your overall communication skills.
5. Your handouts often end up in the hands of parents and can lead to client enquiries.
6. Support for your wider marketing due to enhanced perception of expertise.
7. Department heads and senior leadership teams often attend and can become clients.
8. You are often subsequently asked to participate in careers events where you network with other professionals and create valuable new connections.
9. Schools often promote their careers events to local press, giving you valuable publicity.
10. You can create ‘products’ from your handouts which other schools will purchase.
11. Sharpens your critical thinking skills.
12. You become much more self-aware as to how your body language and overall communication impacts people.
13. Enhances your leadership skills.
14. Builds personal confidence.
15. A huge sense of personal fulfilment.
16. Strengthens your personal brand.
17. Helps develop future client relationships.
18. Opens doors to partnerships with local businesses.
19. Enhances your storytelling abilities.
20. Positions you as a thought leader in financial literacy.
21. Opportunities to create lasting content for marketing materials.
22. Increases your visibility through school newsletters or websites.
23. Improves adaptability to different audiences.
24. Enhances time management through concise and impactful messaging.
25. Encourages creative thinking when designing engaging presentations.
26. Opportunity to identify community needs and challenges.
27. Inspires potential referral opportunities from parents and staff.
28. Offers a platform to discuss broader services subtly.
29. Creates potential case studies for broader marketing efforts.
30. Encourages a culture of lifelong learning.
31. Builds your public speaking portfolio.
32. Helps demystify your profession for younger audiences and parents.
33. Boosts your resilience in handling unexpected challenges.
34. And it's bloody good fun.
Financial literacy is, as we know, a big deal and advisers are very well placed to support local schools. Make the most of this opportunity to help young people and expand your presence in your community.
If you or your team would like help with presentation skills, let me know and I'll send information to set you up for this and other speaking opportunities in 2025.
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Speaking in schools
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