ProVisors Meeting Etiquette

Whether in-person or virtual, as you navigate within the PV community it is important to remember that you represent YOUR personal brand.

• Always promote yourself as the subject matter expert of your firm
• Register for your home group meetings as far out as possible
• Prepare for every PV encounter (name badge, zoom ready, etc.)
• Participate in PV meetings professionally
• WE ARE KLTR

Short Bios – Who are they / What do they do?

The ProVisors’ photolist is the 1^st marketing piece that promotes who you are to your fellow members-this goes out in advance of EVERY event that you’ve registered for, highlighting your ‘personal brand’.

• Draft in the 1st person narrative, who you are, what you do and the clients you serve
• Be mindful of grammar and misspelling
• Utilize all the keywords that describe WHAT services you provide
• The field allows 250 characters, use as many as you can

Effective Introductions – How are you remembered?

Giving an impactful introduction, one must:

• Be clear/succinct (30-45 second snapshot of you and your specialty)
• Be informative (What makes you different?)
• Create resonance (What is the ‘takeaway’, are you memorable after leaving the room?)
• Target your audience (Identify your referral sources and direct your intro to them)
• Use tagline, slogans, or short stories to convey what you do (especially for niche’ specialties)
• Organize a system to keep info on the members you’ve met (Virtual Contact Cards can assist)

Troikas:  How are you participating?

A troika is a private gathering of 3-4 PV members outside of the group meeting.  You get to do a deeper dive into your specialties, and you get to learn more about your member’s professional focus.  In preparing for a troika:

• Construct your own (send a list of referral sources in attendance to the Troika Manager)
• Exercise Professional Meeting Etiquette (know your availability and personally schedule the meeting)
• Research & Prepare
• Show up – Dress up – Speak up – Follow up
• If you must cancel, notify all Troika partners.  No-shows are BAD for your personal brand

Guesting:  How are you participating?

As a ProVisors member, you have the nation at your fingertips! We have many established regions around the country, so creating a guesting strategy is critical in maximizing your visibility.

• Attend meetings where you’ll find the most referral sources
• Attend Affinity Groups
• Participate in DEI Committees
• Take advantage of attending any home group meetings 3Xs within the year
• Use the HUB to cancel a registration (contact the GL if canceling within 48hrs of a meeting)

Referrals:   How are you contributing?

Professional referrals are the source of ProVisors success! These coveted exchanges can be a direct request of goods and services or an introduction to a high net-worth client in need of your expertise.

RECEIVING A REFERRAL:

• • Acknowledge the member’s request immediately
  • Win/Win/Win:  If a referral doesn’t fit, refer to another member.  Become a recognized ‘giver.’
  • Follow-up with a referring member if introduced to their client

GIVING A REFERRAL:

• • Get approval from the client and do a warm email intro
  • Gather all pertinent information and present a thorough referral
  • Do a member search and send the referral directly – Do NOT send out mass emails

Testimonials:  How are you contributing?

Testimonials are sincere ways of paying homage to your fellow member for a professional act of service that they provided to you or your client – ProVisors Currency! This brief acknowledgement in a meeting is about that member, their professional focus and the work they provided. In preparing to give a testimonial, you should:

• Call and get permission from the member, confirming the information and other pertinent details
• Prepare, Practice and then Present
• Make it Intentional & Opportune
• K.I.S.S. & Positive
• Make Direct Eye Contact

Maximize your Visibility: Become the Subject Matter Expert

As a PV member, you have many member benefits provided that can amplify your marketing & business development initiatives elevating you as a subject matter expert on a national stage. Some of the more recognized ones are:

• ProVisors’ Thought Leadership Portal
• Regional LinkedIn Groups
• Business Opportunities Listings/Newsletter

New Member Pathways to Success Checklist

This checklist provides key strategies/ best practices, assisting new members to further improve their experience within the ProVisors community.