Business English Pod :: Learn Business English Online
Education:Language Learning
Welcome back to Business English Pod for today’s lesson, the fourth in our series on financial English. In this lesson, we’ll focus on pitching a new opportunity to a client.
In certain ways, selling financial services is just like selling any other kind of product. You connect with people and you match your solution to their needs or desires. And, of course, you show how that solution is worth the money it costs. But with financial services, these activities are usually much higher stakes.
Working with other people’s money requires you to work on maintaining a strong relationship. It’s not a one-off purchase, but an ongoing transaction. You need to let them know how their investments are doing and show clients you understand them as people, including their concerns.
Then, when the time is right, you can pitch new opportunities. If you’re smart, you can set up a real win-win situation with your clients. If they earn more money, then you earn more money, and you both end up better off.
In today’s dialog, we’ll listen to a conversation between Robert, an investment advisor, and his client Jessica. Robert wants to give Jessica an update on her current investments before introducing a new opportunity involving a hedge fund.
Listening Questions
1. What expression did Jessica use previously that Robert now brings back up in order to pitch her a new opportunity?
2. What does Robert say is the main benefit of a hedge fund?
3. How does Robert respond when Jessica expresses concerns that a hedge fund requires a big investment?
Download: Podcast MP3>>> The post BEP 406 – Financial English 4: Pitching a New Opportunity first appeared on Business English Pod :: Learn Business English Online.
BEP 407 – Financial English 5: Comparing Opportunities
Business English News 56 – Deglobalization
BEP 34c – Clarifying and Confirming What Was Said
Skills 360 – What is DEI: Diversity, Equity and Inclusion
Skills 360 – What is ESG: Environmental, Social and Governance
BEP 405 – English Idioms about Animals (2)
BEP 404 – English Idioms about Animals (1)
Business English News 55 – 2024 Global Economic Outlook
BEP 33c – Presentations: Summarizing and Call to Action
BEP 403 – Recruiting 2: Developing the Job Description
BEP 402 – Recruiting 1: Identifying Needs
Skills 360 – Managing Up 2: How to Manage Up
Skills 360 – Managing Up 1: Working with your Boss
BEP 401 – Socializing at Work 2: Deepening the Conversation
BEP 400 – Socializing with Colleagues 1: Meeting New People
BEP 31c – English for Meetings: Responding to Suggestions
Business English News 54 – Tech Takeovers
BEP 30c – English for Meetings: Making Suggestions
BEP 399 – English for Sales: Financial Services (3)
Create your
podcast in
minutes
It is Free
English as a Second Language (ESL) Podcast - Learn English Online
All Ears English Podcast
VOA Learning English Podcast - VOA Learning English
Learn English | EnglishClass101.com
BBC Learning English Drama