This presentation was built to help young, females salespeople in financial services present themselves well in meetings, on the phone and at trade shows.
3. Attire
“Confidence; wear it like make-up.”
•Match your environment
•Banker blue
•BEWARE of looking like
you are playing dress up
•Well-fitted clothing
•Head to toe
•Reasonable makeup
•Nice shoes
4. Calling
•Lower your voice
•SLOW DOWN, temper an
accent
•Smile when you talk
•Sit still
•Stay in a good cell area
•Limit Web surfing on phone
•Guide the conversation
Record yourself and listen for uh, um, like
5. Meeting
•FIRM handshake
•Eye contact, pleasant smile
•Posture
•Mix into the table
•Avoid us vs. them
•Shadow decision maker
•Actively listen
•Running late
Consider bringing treats, but ask first
6. Small Talk
•What does Google tell you?
•What does the lobby tell you?
•What does the office tell you?
•What is happening in the
industry?
•What is happening in the
world?
Default to sports…what is happening?
7. Answering Qs
•Pause
•You are allowed to
think about the answer
•Ask back
•It is OK to ask for
clarification, redirect
•Let me get back to you
•If you don’t know, don’t
guess
Sip your water to allow for thinking and a calm voice
8. Rejection
“A successful person is one who can lay a firm foundation
with the bricks that others throw at her.”
•It is NOT personal!
•Remain pleasant in
demeanor and
appearance
•Head UP!
•Don’t apologize
•It is OK to disagree
•Keep a foot in the door
9. Entertainment
•Push for daytime dining
•Have some recs ready
•Internet research,
ask receptionist
•Safety in numbers
•Mocktails
•Wine knowledge
•Pick up on signs, body
language
Perception is reality…and boy, do people like to talk!
10. Travel
•Daytime travel
•Know where you are going
•Know your back up options
•Keep cell phone charged
•Don’t share too much
•Avoid the first floor
•If you think it is a bad idea or
dangerous, IT IS!
Don’t act like a victim
11. BLOOPERS
•Pack small extras
•Shirt, coffee
•Tide pen
•Foldable flats
•Continually review
•Where you are
•With whom you are meeting
Push through a blooper, if you give it attention,
so will everyone else
Notas del editor
Not too much perfume What can take this outfit from day to evening?
ASK – do you have a moment? If not, when? If so, I’ll get to the point.
Q: when did you graduate? Set an agenda whether you share it or not Apologize, acknowledge time, make remaining time effective Nice portfolio
Google includes LinkedIn, Twitter and FB
ASK – red or white? Know what you can spend
Stow away snacks Know how to unwind, bring your own pillow Join airline/hotel programs Travel will always take longer than you think Don’t be over ambitious Address cab-sharing