Articles for Association Use


As a financial advisor, you possess valuable knowledge, experience, and expertise that can help individuals and businesses overcome challenges and achieve their goals. But these mean little if you don’t have a consistent flow of new clients. However, attracting new clients can be a daunting task, and the odds are you are not that into the marketing side of your business. So, how do you accomplish this without letting it overwhelm you and cause you to take your attention away from working with your current clients?


A powerful marketing tool that financial advisors often overlook is public speaking. Of course, many advisors may think of it and quickly reject the idea because they fear speaking in front of others. This makes speaking even more valuable for you, providing you with the opportunity to establish yourself as a thought leader, grow your business, and set yourself apart from your competition.


I could write an entire article on becoming a captivating speaker, but here, we’ll look at ways you can use public speaking to your advantage:


Increase visibility: Thankfully, there is a seemingly endless number of industry events, conferences, and other venues where you can speak and increase your visibility. By speaking at these and other opportunities, more people become aware of—and more comfortable with—you.


Demonstrate your expertise: Public speaking provides a platform to showcase your knowledge and expertise. By delivering informative and engaging presentations, you can position yourself as an authority, gain the attention and trust of prospects, and solidify that of current clients.


Offer value to your audience: I often see advisors use speaking opportunities to promote themselves and their services. That is not what effective public speaking is about. It is a time to serve your audience. Consequently, you must focus on providing value rather than promoting your services. You accomplish this by addressing their pain points and offering practical solutions. When you succeed at this, those you helped are inclined to work with you when selecting an advisor.


Establish credibility: Speaking, whether at conferences, meetings, podcasts, or other opportunities, helps boost your credibility by demonstrating that others recognize your expertise and value your insights. This social proof makes it easier for potential clients to trust you.


Generate leads: By providing helpful advice during your presentations, you encourage attendees to approach you to answer questions or discuss a point you made. Connecting like this can lead to potential relationships and new business.


Develop superior communication skills: Public speaking allows you to hone your communication skills in general. Being a better communicator is essential for conveying your ideas and influencing potential clients. You’ll attract even more prospects as you become more competent and confident in your communication skills.


Repurpose your content: When you develop presentations, you also create content that can be repurposed into blog posts, articles, social media updates, or even a book. Share your insights through various channels, and you will reach a wider audience and attract more clients.


Expand your network: As I’m sure you know, events offer excellent networking opportunities. You can connect with other professionals, potential clients, and fellow financial advisors. By speaking at events, people will seek you out to network.


Collaborate with other professionals: Look for opportunities to co-present with other financial advisors or professionals in complementary fields. By partnering with others, you expand your reach, tap into new networks, and take advantage of opportunities you might not have imagined.


Offer workshops or seminars: You do not have to wait for industry events in order to speak in front of prospects. Host your own workshops or seminars and provide in-depth knowledge on a specific topic related to your services. Producing your own events positions you as an expert and allows you to generate revenue by attracting those actively seeking help.


In time, public speaking will be one of your most effective tools for establishing yourself as a sought-after expert, expanding your client base, and ultimately growing a highly profitable business. Incorporate it into your marketing mix and experience a new level of success.

Peter George Speaker and Public Speaking CoachPeter George


With a wealth of experience as a veteran speaker, public speaking coach, and acclaimed author, Peter has assisted over 300,000 executives, consultants, and professionals across 50 countries in harnessing the power of public speaking to increase their impact, influence, and income.


Peter’s notable achievements include authoring the six-time award-winning book, “The Captivating Public Speaker,” and pioneering the AMP’D Framework™, a methodology designed to empower speakers in crafting compelling messages tailored to their audiences.


Drawing from personal triumph over speech impediments like a lisp and stutter, Peter believes everyone should be able to effectively communicate their advice, expertise, and experiences.

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