advisor with client victory pose Presence help advisors with their clients
  • We believe our story. (“[People] buy what they're saying...if you don't buy, no one will.”)
  • We convey confidence without arrogance. (“Confidence is a tool that invites people in, that's appealing … not overconfidence, and definitely not arrogance … people act arrogantly when they don't want to be challenged.”)
  • We communicate harmoniously. (“Words and body language are aligned. We suppress story when lying, and become discombobulated.”
gain more clients added
  • Have a good open posture, with elbows away from the body, palms up.
  • Keep an eye to client posture, ie. If they start closing up, it may mean trust is broken.
  • Mind your posture throughout the day (see how you can project).
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Ginger Szala

Ginger Szala is executive managing editor of Investment Advisor magazine. She covered the financial business and alternatives industry for 30 years while editor of Futures Magazine Group. MSJ Northwestern, BA University of Wisconsin-Madison. She is based in Chicago. Go Blackhawks!