Value Proposition: Positioning Your Practice in a Competitive Landscape
What can a Value Proposition do for you?
Set yourself apart. Drive client satisfaction.
Demonstrating that you provide value is particularly critical in today’s increasingly commoditized landscape. An advisory relationship is based on the consultative services you provide to your clients. Delivering a strong message about your value not only helps you justify your fee, but it can also give your clients compelling reasons to do business with you, rather than your competition. Every day you do many things for your clients — including many things about which they might not even be aware. Your value proposition results in a greater appreciation of your services and helps you differentiate your practice.
Your Value Proposition: Positioning Your Practice in a Competitive Landscape provides guidelines to help you craft an effective value proposition, including:
- Ideas for describing who you are and what you do for your prospects and clients
- Meaningful examples from advisors across the country
- Tactical tools for communicating your processes using customizable graphics
For advisors with a High Net Worth/Ultra High Net Worth and/or private wealth practice, go to Your Value Proposition: Positioning Your Private Wealth Practice.
All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.
The Advisor Partnership Program (TAPP)®, Our Experience. Your Potential®, ACES®, ACES — Advisor Commitment to Education and Service®, and Retirement Reimagined® are registered trademarks of Legg Mason Investor Services, LLC.